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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
CFN
1001
Cordasco Financial Network
Florida
$7K
JAM
1002
Jolley Asset Management
North Carolina
$7K +$7.8K +50 New
MSFP
1003
Mark Sheptoff Financial Planning
Connecticut
$6K
NC
1004
NewSquare Capital
Pennsylvania
$5K -$1.87K -12 -26%
APSP
1005
Asset Planning Services (Pennsylvania)
Pennsylvania
$5K
GBBWRPM
1006
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$5K
PSC
1007
Prentiss Smith & Co
Vermont
$5K
HCM
1008
Herndon Capital Management
Georgia
$5K +$5.62K +36 New
CFA
1009
CT Financial Advisors
Pennsylvania
$4.05K -$156 -1 -4%
TDC
1010
Thompson Davis & Co
Virginia
$4K -$7.49K -48 -64%
FPB
1011
First PREMIER Bank
South Dakota
$4K
Lazard Asset Management
1012
Lazard Asset Management
New York
$4K
PWM
1013
Perigon Wealth Management
California
$4K +$3.9K +25 New
RBC
1014
Roble Belko & Company
Pennsylvania
$3K
TC
1015
Towle & Co
Colorado
$3K
FPFS
1016
First Personal Financial Services
North Carolina
$3K +$2.96K +19 New
CS
1017
Credential Securities
$1.19K
TFA
1018
Transamerica Financial Advisors
Florida
$1K
NR
1019
Newfound Research
Massachusetts
$1K +$780 +5 New
Carson Wealth (CWM LLC)
1020
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.25K +8 New
Alyeska Investment Group
1021
Alyeska Investment Group
Illinois
-$60.1M -382,908 Closed
RCIM
1022
Russell Clark Investment Management
United Kingdom
-$39.4M -251,300 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
1023
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$27.1M -172,918 Closed
AL
1024
AJO LP
Pennsylvania
-$23.5M -149,427 Closed
Balyasny Asset Management
1025
Balyasny Asset Management
Illinois
-$22.6M -143,689 Closed