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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
GLI
1076
Guardian Life Insurance
New York
$203K
WP
1077
WealthSource Partners
California
$202K +$195K +986 New
PFGIA
1078
Patriot Financial Group Insurance Agency
Massachusetts
$201K +$19.6K +99 +11%
SIM
1079
Stratos Investment Management
Ohio
$200K +$193K +976 New
AL
1080
Aspiriant LLC
California
$200K +$194K +980 New
BRC
1081
Bell Rock Capital
Delaware
$197K -$98.2K -496 -34%
FMT
1082
First Mercantile Trust
Tennessee
$193K +$187K +945 New
AW
1083
Alpha Windward
Massachusetts
$178K +$8.12K +41 +5%
BAMCO Inc
1084
BAMCO Inc
New York
$164K
MS
1085
Mizuho Securities
Japan
$151K +$125K +630 +573%
AWM
1086
AllSquare Wealth Management
New York
$149K
SMFS
1087
Squar Milner Financial Services
California
$146K -$5.94K -30 -4%
NFG
1088
Next Financial Group
Texas
$146K +$5.94K +30 +4%
CWM
1089
Cedar Wealth Management
California
$145K
ESB
1090
Essex Savings Bank
Connecticut
$144K +$90.6K +458 +186%
YWP
1091
YorkBridge Wealth Partners
New York
$143K -$8.71K -44 -6%
JFGIW
1092
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$142K -$8.51K -43 -6%
CHC
1093
City Holding Co
West Virginia
$139K
CA
1094
Crewe Advisors
Utah
$138K
CAW
1095
Cornerstone Advisors (Washington)
Washington
$138K +$16.6K +84 +14%
SIAP
1096
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$135K -$1.39K -7 -1%
KPCM
1097
Kings Point Capital Management
New York
$133K +$37.8K +191 +42%
BFC
1098
Bedel Financial Consulting
Indiana
$131K
FHA
1099
Flagship Harbor Advisors
Massachusetts
$131K +$13.7K +69 +12%
ZB
1100
Zions Bancorporation
Utah
$130K +$55.6K +281 +79%