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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
851
Shepherd Financial Partners
Massachusetts
$1.3M +$1.56K +5 +0.1%
WI
852
Wintrust Investments
Illinois
$1.3M +$840K +2,699 +208%
DI
853
DFPG Investments
Utah
$1.29M +$35.5K +114 +3%
DWT
854
Dorsey & Whitney Trust
South Dakota
$1.29M +$16.8K +54 +1%
Bank Julius Baer & Co
855
Bank Julius Baer & Co
Switzerland
$1.29M +$66.3K +213 +6%
MCM
856
Murphy Capital Management
New Jersey
$1.28M +$54.5K +175 +5%
AFP
857
Ausdal Financial Partners
Iowa
$1.28M +$115K +370 +10%
LPIC
858
LeJeune Puetz Investment Counsel
Michigan
$1.27M – – –
TCM
859
Twin Capital Management
Pennsylvania
$1.27M -$128K -412 -10%
WCA
860
Westover Capital Advisors
Delaware
$1.27M -$2.18K -7 -0.2%
CGL
861
Clarius Group LLC
Washington
$1.27M +$138K +444 +13%
LWM
862
Laidlaw Wealth Management
New York
$1.27M -$661K -2,123 -35%
KWA
863
KCS Wealth Advisory
California
$1.26M +$18.1K +58 +2%
CA
864
Clearstead Advisors
Ohio
$1.26M +$131K +422 +12%
GG
865
Gofen & Glossberg
Illinois
$1.26M -$4.05K -13 -0.3%
DA
866
Duality Advisers
Florida
$1.26M +$1.2M +3,841 New
FDS
867
Freedom Day Solutions
Texas
$1.25M -$24.9K -80 -2%
OAM
868
Optimal Asset Management
California
$1.24M +$560K +1,798 +90%
FWM
869
Focused Wealth Management
New York
$1.24M -$7.78K -25 -0.7%
TC
870
TownSquare Capital
Utah
$1.24M +$233K +748 +25%
BBHBI
871
B, B, H, & B Inc
Alabama
$1.23M +$1.17M +3,759 New
VFPI
872
Vantage Financial Partners (Illinois)
Illinois
$1.23M +$171K +550 +17%
SWM
873
SeaCrest Wealth Management
New York
$1.22M +$39.5K +127 +4%
GJCM
874
Grand Jean Capital Management
California
$1.22M +$1.16M +3,738 New
TIAM2
875
Tru Independence Asset Management 2
Oregon
$1.22M +$59.2K +190 +5%