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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
MCG
1101
MACRO Consulting Group
New Jersey
$201K +$190K +1,011 New
DWM
1102
Dakota Wealth Management
Florida
$201K +$191K +1,015 New
SIG
1103
Sky Investment Group
Connecticut
$201K +$191K +1,015 New
FWM
1104
Frontier Wealth Management
Missouri
$201K +$191K +1,017 New
PA
1105
PSI Advisors
Florida
$200K +$190K +1,012 New
HPC
1106
HM Payson & Co
Maine
$198K -$68.9K -367 -27%
FMLI
1107
Fukoku Mutual Life Insurance
Japan
$198K – – –
CFA
1108
Carroll Financial Associates
North Carolina
$196K +$129K +685 +223%
TPCW
1109
TD Private Client Wealth
New York
$195K -$4.32K -23 -2%
MA
1110
MCF Advisors
Kentucky
$194K +$188 +1 +0.1%
TCOV
1111
Trust Company of Vermont
Vermont
$192K -$53.9K -287 -23%
BCWM
1112
Bartlett & Co Wealth Management
Ohio
$186K – – –
BC
1113
Bartlett & Co
Ohio
$186K – – –
RDWM
1114
Red Door Wealth Management
Tennessee
$178K – – –
PL
1115
Perpetual Ltd
Australia
$178K +$169K +900 New
IA
1116
IFP Advisors
Florida
$173K -$171K -913 -51%
PFGIA
1117
Patriot Financial Group Insurance Agency
Massachusetts
$171K -$79.4K -423 -33%
POIA
1118
Pin Oak Investment Advisors
Texas
$169K -$1.66M -8,830 -91%
WB
1119
West Bancorporation
Iowa
$164K +$3.38K +18 +2%
LWANC
1120
Laurel Wealth Advisors (North Carolina)
North Carolina
$164K +$10.3K +55 +7%
HFM
1121
Harvest Fund Management
China
$164K +$124K +663 +392%
CAM
1122
Close Asset Management
United Kingdom
$161K -$56.3K -300 -27%
BAMCO Inc
1123
BAMCO Inc
New York
$158K – – –
FHA
1124
First Horizon Advisors
Tennessee
$156K -$69.1K -368 -32%
FHA
1125
Flagship Harbor Advisors
Massachusetts
$156K +$16.3K +87 +12%