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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
VFPI
851
Vantage Financial Partners (Illinois)
Illinois
$1.5M +$71.6K +200 +5%
CGL
852
Clarius Group LLC
Washington
$1.49M +$15.7K +44 +1%
SWM
853
SeaCrest Wealth Management
New York
$1.49M +$66.9K +187 +5%
LPIC
854
LeJeune Puetz Investment Counsel
Michigan
$1.48M – – –
ARC
855
Advisor Resource Council
Texas
$1.47M +$1.38M +3,870 New
KWA
856
KCS Wealth Advisory
California
$1.47M +$4.65K +13 +0.3%
RIM
857
Redwood Investment Management
Arizona
$1.47M +$335K +935 +32%
TCM
858
Twin Capital Management
Pennsylvania
$1.46M -$14.3K -40 -1%
CCP
859
Corient Capital Partners
California
$1.46M +$146K +408 +12%
VFA
860
Valeo Financial Advisors
Indiana
$1.46M +$89.8K +251 +1%
FWM
861
Focused Wealth Management
New York
$1.46M +$17.5K +49 +1%
PTC
862
Private Trust Company
Ohio
$1.45M +$268K +749 +24%
GG
863
Gofen & Glossberg
Illinois
$1.45M -$7.51K -21 -0.5%
CA
864
Clearstead Advisors
Ohio
$1.45M -$14K -39 -1%
DPIM
865
Duff & Phelps Investment Management
Illinois
$1.45M -$89.5K -250 -6%
OAM
866
Optimal Asset Management
California
$1.44M – – –
DTL
867
Dynamic Technology Lab
Singapore
$1.44M -$1.7M -4,762 -56%
GWM
868
Geneos Wealth Management
Colorado
$1.44M +$133K +373 +11%
BWAM
869
Boyd Watterson Asset Management
Ohio
$1.42M +$17.2K +48 +1%
CCT
870
Chemung Canal Trust
New York
$1.42M -$271K -758 -17%
KP
871
Keel Point
Alabama
$1.41M +$4.29K +12 +0.3%
RWM
872
Ritholtz Wealth Management
New York
$1.4M +$91.6K +256 +7%
CAM
873
Cypress Asset Management
Texas
$1.4M +$4.29K +12 +0.3%
RCM
874
Requisite Capital Management
Texas
$1.39M +$537K +1,500 +70%
FAM
875
Fulcrum Asset Management
United Kingdom
$1.39M – – –