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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
PWS
1026
Precision Wealth Strategies
Missouri
$880K +$233K +659 +33%
NW
1027
NewEdge Wealth
Pennsylvania
$865K +$134K +379 +17%
AA
1028
Argent Advisors
Louisiana
$864K +$93.2K +264 +11%
NERM
1029
New England Research & Management
Illinois
$864K +$254K +718 +38%
NIM
1030
NuWave Investment Management
New Jersey
$864K +$406K +1,150 +78%
ACI
1031
Alpha Cubed Investments
California
$862K +$361K +1,022 +64%
CFB
1032
Cullen/Frost Bankers
Texas
$860K +$4.59K +13 +0.5%
WIM
1033
Wittenberg Investment Management
Massachusetts
$859K
MBT
1034
Montecito Bank & Trust
California
$856K -$31.8K -90 -3%
TC
1035
Telemus Capital
Michigan
$856K
TPCW
1036
TD Private Client Wealth
New York
$856K -$150K -425 -14%
BWM
1037
Bulltick Wealth Management
Florida
$850K +$432K +1,223 +90%
OQS
1038
Occudo Quantitative Strategies
Florida
$845K +$905K +2,561 New
WPC
1039
Wedmont Private Capital
Pennsylvania
$844K +$156K +442 +21%
JFGIW
1040
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$842K +$24.4K +69 +3%
CPO
1041
Cerity Partners OCIO
New York
$841K +$559K +1,584 +164%
OPPTF
1042
OPSEU Pension Plan Trust Fund
Ontario, Canada
$840K +$41K +116 +5%
BDF
1043
Balasa Dinverno & Foltz
$839K -$121K -344 -12%
AWM
1044
Axxcess Wealth Management
California
$836K +$197K +558 +28%
LWAC
1045
Laurel Wealth Advisors (California)
California
$834K -$297K -840 -25%
TBA
1046
Tower Bridge Advisors
Pennsylvania
$834K +$8.83K +25 +1%
Fayez Sarofim & Co
1047
Fayez Sarofim & Co
Texas
$828K
SFG
1048
SevenBridge Financial Group
Pennsylvania
$827K -$36K -102 -4%
QPWM
1049
Quadrant Private Wealth Management
Pennsylvania
$827K -$34.6K -98 -4%
MTIM
1050
Marathon Trading Investment Management
Pennsylvania
$825K -$318K -900 -26%