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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
NL
1051
Navalign LLC
California
$857K -$26.1K -75 -3%
PCS
1052
Personal CFO Solutions
New Jersey
$853K -$19.5K -56 -2%
UAML
1053
US Asset Management LLC
Pennsylvania
$851K +$863K +2,478 New
SCM
1054
SOL Capital Management
Maryland
$846K
FCP
1055
Fidelis Capital Partners
Florida
$846K +$835K +2,397 New
CAWM
1056
Capital Advisors Wealth Management
Washington
$846K +$162K +464 +23%
CAAS
1057
Capital Asset Advisory Services
Michigan
$845K +$268K +771 +46%
Fayez Sarofim & Co
1058
Fayez Sarofim & Co
Texas
$845K +$13.6K +39 +2%
GFP
1059
Gryphon Financial Partners
Ohio
$845K +$5.57K +16 +0.7%
KWA
1060
KCS Wealth Advisory
California
$834K -$665K -1,909 -44%
LCM
1061
Leisure Capital Management
California
$833K
TC
1062
Telemus Capital
Michigan
$832K -$30.3K -87 -4%
SLF
1063
Sun Life Financial
Ontario, Canada
$827K -$108K -309 -11%
CWM
1064
Congress Wealth Management
Massachusetts
$826K +$696 +2 +0.1%
AC
1065
Aristides Capital
Kentucky
$824K
LOAMS
1066
Lombard Odier Asset Management (Switzerland)
Switzerland
$823K +$429K +1,232 +106%
GSC
1067
G&S Capital
Colorado
$822K +$833K +2,394 New
1WA
1068
180 Wealth Advisors
Washington
$817K -$376K -1,079 -32%
VIA
1069
Vident Investment Advisory
Georgia
$808K -$871K -2,503 -52%
PSP
1070
Principal Street Partners
Tennessee
$805K -$48.4K -139 -6%
PIC
1071
Portland Investment Counsel
Ontario, Canada
$797K
UH
1072
Unigestion Holding
Switzerland
$796K +$807K +2,318 New
CIA
1073
Choate Investment Advisors
Massachusetts
$795K
AOI
1074
Auto-Owners Insurance
Michigan
$790K +$801K +2,301 New
DBIA
1075
Dumont & Blake Investment Advisors
New Jersey
$790K -$1.74K -5 -0.2%