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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
901
Anchor Investment Management
South Carolina
$2.64M +$216K +388 +9%
TPI
902
Trust Point Inc
Wisconsin
$2.63M -$34K -61 -1%
SAM
903
Smartleaf Asset Management
Massachusetts
$2.63M +$390K +700 +18%
CI
904
CX Institutional
Indiana
$2.62M -$29K -52 -1%
DWA
905
Douglass Winthrop Advisors
New York
$2.62M -$389K -697 -13%
PA
906
Probity Advisors
Texas
$2.62M -$208K -373 -8%
CP
907
Cornerstone Planning
North Carolina
$2.62M +$2.55M +4,569 New
AAIS
908
ABN AMRO Investment Solutions
$2.62M -$544K -975 -18%
NSIM
909
North Star Investment Management
Illinois
$2.62M
CFA
910
Camarda Financial Advisors
Florida
$2.61M -$79.8K -143 -3%
MCCA
911
Mill Creek Capital Advisors
Pennsylvania
$2.61M +$249K +447 +11%
PIA
912
Powell Investment Advisors
Florida
$2.58M +$13.4K +24 +0.5%
CCM
913
CAAS Capital Management
New York
$2.57M +$2.5M +4,480 New
VT
914
Vise Technologies
New York
$2.56M +$1.15M +2,064 +86%
SPC
915
Sigma Planning Corp
Michigan
$2.56M -$79.8K -143 -3%
HWAM
916
Hennion & Walsh Asset Management
New Jersey
$2.55M +$407K +730 +20%
EM
917
Excalibur Management
Massachusetts
$2.55M -$132K -237 -5%
KWA
918
Kingswood Wealth Advisors
California
$2.55M -$3.99M -7,160 -62%
BEAM
919
Baker Ellis Asset Management
Washington
$2.54M -$13.9K -25 -0.6%
CIA
920
Citadel Investment Advisory
Ohio
$2.52M -$47.4K -85 -2%
MPPW
921
Mitchell & Pahl Private Wealth
Oklahoma
$2.52M +$87K +156 +4%
PFPT
922
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.51M +$90.9K +163 +4%
SIC
923
Shoker Investment Counsel
Ohio
$2.51M +$121K +217 +5%
AB
924
ANB Bank
Colorado
$2.49M +$2.43M +4,350 New
IA
925
IFP Advisors
Florida
$2.48M +$711K +1,275 +42%