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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
DWT
801
Dorsey & Whitney Trust
South Dakota
$744K -$223K -911 -24%
LPIC
802
LeJeune Puetz Investment Counsel
Michigan
$744K +$981 +4 +0.1%
CAN
803
Cetera Advisor Networks
California
$741K -$33.4K -136 -4%
KFA
804
Kelleher Financial Advisors
New York
$740K
SLF
805
Sun Life Financial
Ontario, Canada
$736K -$462K -1,882 -39%
PIM
806
Profit Investment Management
Maryland
$721K
BAM
807
Belpointe Asset Management
Nevada
$721K +$14K +57 +2%
Acadian Asset Management
808
Acadian Asset Management
Massachusetts
$717K +$690K +2,813 New
RA
809
Rational Advisors
New York
$716K +$420K +1,711 +156%
ADL
810
Asset Dedication LLC
California
$714K +$103K +419 +18%
ACM
811
AUA Capital Management
Pennsylvania
$710K
NFC
812
Northeast Financial Consultants
Connecticut
$710K
VIM
813
Vista Investment Management
Pennsylvania
$705K +$678K +2,766 New
SWM
814
SeaCrest Wealth Management
New York
$705K +$679K +2,769 New
RP
815
Rice Partnership
Hawaii
$688K +$662K +2,700 New
BA
816
Boston Advisors
Massachusetts
$685K +$245 +1 +0%
BHWM
817
Bar Harbor Wealth Management
New Hampshire
$683K -$22.6K -92 -3%
CCA
818
Cobblestone Capital Advisors
New York
$681K
PCM
819
Penserra Capital Management
California
$673K +$70.9K +289 +12%
HW
820
Hancock Whitney
Mississippi
$671K -$981 -4 -0.2%
SGCA
821
Steel Grove Capital Advisors
Tennessee
$665K -$42.9K -175 -6%
MWP
822
MYCIO Wealth Partners
Pennsylvania
$665K +$123K +500 +24%
TC
823
Telemus Capital
Michigan
$664K +$277K +1,130 +77%
TU
824
TDAM USA
Ontario, Canada
$659K +$136K +555 +27%
GI
825
GAMCO Investors
Connecticut
$656K