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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
976
Capital Advisors Wealth Management
Washington
$1.01M +$60.5K +169 +7%
PCS
977
Personal CFO Solutions
New Jersey
$1.01M +$51.2K +143 +6%
SFA
978
Souders Financial Advisors
Ohio
$1M +$716 +2 +0.1%
TFO
979
Tarbox Family Office
California
$1M +$501K +1,400 +113%
MFW
980
Meristem Family Wealth
Minnesota
$1M +$945K +2,641 New
NWA
981
Navis Wealth Advisors
New York
$1M +$2.15K +6 +0.2%
HCA
982
Harbour Capital Advisors
Virginia
$1M
TI
983
Tidal Investments
Wisconsin
$994K +$425K +1,188 +83%
RCM
984
RB Capital Management
Nevada
$991K +$72.6K +203 +8%
SWM
985
Strategic Wealth Management
Washington
$986K +$929K +2,597 New
TBA
986
Tower Bridge Advisors
Pennsylvania
$985K +$69.8K +195 +8%
GQG Partners
987
GQG Partners
Florida
$978K -$1.14M -3,187 -55%
PWMAG
988
Pinnacle Wealth Management Advisory Group
New Jersey
$976K -$22.2K -62 -2%
TC
989
Telemus Capital
Michigan
$972K -$798K -2,230 -47%
QPWM
990
Quadrant Private Wealth Management
Pennsylvania
$969K +$10K +28 +1%
BCI
991
Brinker Capital Investments
Pennsylvania
$967K -$3.93M -10,975 -81%
AIM
992
Anchor Investment Management
South Carolina
$964K +$65.1K +182 +8%
AssetMark Inc
993
AssetMark Inc
California
$962K -$9.3K -26 -1%
MA
994
Mutual Advisors
Nebraska
$959K +$171K +478 +23%
HSA
995
HBK Sorce Advisory
Pennsylvania
$952K +$44.4K +124 +5%
RB
996
Renasant Bank
Mississippi
$951K -$72.3K -202 -7%
Fayez Sarofim & Co
997
Fayez Sarofim & Co
Texas
$951K
AWM
998
Apollon Wealth Management
South Carolina
$949K -$113K -317 -11%
KAH
999
Kathryn A. Hall
$949K
AC
1000
Allstate Corporation
Illinois
$948K -$208K -580 -19%