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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1051
Morse Asset Management
Connecticut
$238K +$226K +1,205 New
SQA
1052
Simon Quick Advisors
New Jersey
$237K -$22.5K -120 -9%
Cohen & Steers
1053
Cohen & Steers
New York
$237K +$89.9K +479 +67%
VWA
1054
Visionary Wealth Advisors
Illinois
$237K +$225K +1,198 New
EP
1055
Eudaimonia Partners
Tennessee
$236K -$2.82K -15 -1%
CWA
1056
Clarus Wealth Advisors
Arizona
$234K +$221K +1,175 New
SWA
1057
Sutton Wealth Advisors
Florida
$234K -$12K -64 -5%
BJL
1058
Brighton Jones LLC
Washington
$231K +$220K +1,170 New
WPC
1059
Waters Parkerson & Co
Louisiana
$231K +$220K +1,170 New
HPWM
1060
Highland Private Wealth Management
Washington
$228K +$216K +1,151 New
WSC
1061
Wellington Shields & Co
New York
$227K -$37.5K -200 -15%
BCM
1062
Breiter Capital Management
Florida
$227K +$216K +1,150 New
EW
1063
Evoke Wealth
California
$225K +$61.4K +327 +40%
KF
1064
Krilogy Financial
Missouri
$225K +$214K +1,140 New
SIC
1065
Samalin Investment Counsel
New York
$224K -$371K -1,974 -64%
SDWIA
1066
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$224K +$202K +1,074 New
PCA
1067
Personal Capital Advisors
California
$224K +$213K +1,136 New
PA
1068
Parallel Advisors
California
$223K +$49K +261 +30%
OIA
1069
OneDigital Investment Advisors
Kansas
$223K +$212K +1,131 New
MMG
1070
Monetary Management Group
Missouri
$222K – – –
HGWM
1071
Horst & Graben Wealth Management
Oregon
$222K +$211K +1,124 New
JG
1072
Jefferies Group
New York
$221K -$5.99M -31,927 -97%
FNBT
1073
FineMark National Bank & Trust
Florida
$221K -$102K -546 -33%
HA
1074
HYA Advisors
Missouri
$221K +$210K +1,117 New
HC
1075
HNP Capital
New York
$218K -$469K -2,496 -69%