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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
801
Tolleson Wealth Management
Texas
$618K
TC
802
Telemus Capital
Michigan
$612K
VFA
803
Voya Financial Advisors
Connecticut
$609K -$17.6K -84 -3%
PWM
804
Perigon Wealth Management
California
$605K +$1.88K +9 +0.3%
TBA
805
Tower Bridge Advisors
Pennsylvania
$605K +$6.27K +30 +1%
TAM
806
Tocqueville Asset Management
New York
$596K +$14.6K +70 +2%
WCM
807
Weik Capital Management
Pennsylvania
$596K +$20.9K +100 +4%
PCM
808
Penserra Capital Management
California
$596K +$572K +2,733 +1,885%
BCWM
809
Blue Chip Wealth Management
Florida
$595K -$15.3K -73 -2%
WAS
810
WESPAC Advisors SoCal
California
$590K +$595K +2,846 New
HB
811
Homrich & Berg
Georgia
$588K -$418 -2 -0.1%
PIM
812
Profit Investment Management
Maryland
$587K
CGL
813
Clarius Group LLC
Washington
$583K +$120K +575 +26%
FFG
814
Frisch Financial Group
New York
$582K +$44.1K +211 +8%
SWM
815
SVA Wealth Management
Wisconsin
$581K +$8.78K +42 +2%
ACM
816
AUA Capital Management
Pennsylvania
$576K
PGWM
817
Parisi Gray Wealth Management
New Jersey
$571K -$5.86K -28 -1%
MIH
818
Meitav Investment House
Israel
$569K +$167K +800 +42%
AIM
819
Avity Investment Management
Connecticut
$568K -$33.5K -160 -6%
KPW
820
Kore Private Wealth
New York
$568K +$14K +67 +2%
Truist Financial
821
Truist Financial
North Carolina
$566K -$47.1K -225 -8%
BO
822
Bank OZK
Arkansas
$560K +$10.5K +50 +2%
VI
823
Versor Investments
New York
$560K +$565K +2,700 New
ICM
824
IMS Capital Management
Oregon
$556K -$175K -837 -24%
QPWM
825
Quadrant Private Wealth Management
Pennsylvania
$556K