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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
901
J.W. Cole Advisors
Florida
$502K +$473K +2,182 New
TIA
902
Tiemann Investment Advisors
California
$498K
MSAM
903
Moloney Securities Asset Management
Missouri
$498K +$97.7K +450 +26%
DI
904
Diligent Investors
California
$495K -$217 -1 -0%
BWL
905
Bogart Wealth LLC
Virginia
$494K +$28K +129 +6%
SFS
906
Sowell Financial Services
Arkansas
$490K -$218K -1,003 -32%
BRWA
907
B. Riley Wealth Advisors
Florida
$485K -$375K -1,730 -45%
CAM
908
Cresset Asset Management
Illinois
$482K +$78.1K +360 +21%
MA
909
Mutual Advisors
Nebraska
$481K -$368K -1,696 -45%
SC
910
Savant Capital
Illinois
$476K +$8.68K +40 +2%
RIA
911
Regal Investment Advisors
Michigan
$475K +$448K +2,064 New
PCS
912
Personal CFO Solutions
New Jersey
$473K
Lido Advisors
913
Lido Advisors
California
$469K -$43.2K -199 -9%
PHS
914
Pekin Hardy Strauss
Illinois
$468K +$5.64K +26 +1%
CL
915
CPWM LLC
Washington
$466K +$19.5K +90 +5%
PTC
916
Private Trust Company
Ohio
$465K -$36.9K -170 -8%
VFM
917
Vivid Financial Management
California
$459K +$419K +1,931 New
RT
918
Rockland Trust
Massachusetts
$454K +$79.2K +365 +23%
APWM
919
Atlas Private Wealth Management
New York
$454K +$428K +1,972 New
FCA
920
FinTrust Capital Advisors
South Carolina
$452K +$420K +1,937 +6,679%
PP
921
PagnatoKarp Partners
Virginia
$450K -$66.6K -307 -14%
BHA
922
Beech Hill Advisors
New York
$448K
MWP
923
MYCIO Wealth Partners
Pennsylvania
$448K +$217 +1 +0.1%
JAM
924
Jolley Asset Management
North Carolina
$445K +$94K +433 +29%
BHIA
925
Birch Hill Investment Advisors
Massachusetts
$443K -$1.52K -7 -0.4%