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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1001
Elite Wealth Management
Washington
$10K +$10.1K +62 New
HCM
1002
Highlander Capital Management
New Jersey
$9K
WAS
1003
Winch Advisory Services
Wisconsin
$8K
CFN
1004
Cordasco Financial Network
Florida
$7K
GBBWRPM
1005
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K
HCM
1006
Herndon Capital Management
Georgia
$6K
MSFP
1007
Mark Sheptoff Financial Planning
Connecticut
$6K
NC
1008
NewSquare Capital
Pennsylvania
$6K
BCI
1009
Brinker Capital Investments
Pennsylvania
$6K +$6.18K +38 New
OSAM
1010
O'Shaughnessy Asset Management
Connecticut
$6K +$6.34K +39 New
CCMIC
1011
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$6K +$6.5K +40 New
Lazard Asset Management
1012
Lazard Asset Management
New York
$5K
CFA
1013
CT Financial Advisors
Pennsylvania
$4.41K
FPB
1014
First PREMIER Bank
South Dakota
$4K
TDC
1015
Thompson Davis & Co
Virginia
$4K
PFG
1016
Piershale Financial Group
Illinois
$4K +$4.06K +25 New
ACS
1017
Archford Capital Strategies
Illinois
$3K +$3.9K +24 New
HR
1018
Howe & Rusling
New York
$2K +$1.63K +10 New
PRS
1019
Pinkerton Retirement Specialists
Idaho
$2K +$1.79K +11 New
CS
1020
Credential Securities
$1.29K
NR
1021
Newfound Research
Massachusetts
$1K
TFA
1022
Transamerica Financial Advisors
Florida
$1K
OFM
1023
Okumus Fund Management
Cayman Islands
-$49M -329,600 Closed
WG
1024
Winton Group
United Kingdom
-$40.5M -272,610 Closed
LCM
1025
Laurion Capital Management
New York
-$36.4M -223,903 Closed