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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
MCC
1101
Money Concepts Capital
Florida
$835K +$864K +2,183 New
WPC
1102
Wedmont Private Capital
Pennsylvania
$832K +$843K +2,129 New
SI
1103
Saxon Interests
Texas
$829K +$814K +2,056 New
EA
1104
Eudaimonia Advisors
Tennessee
$828K +$858K +2,166 New
CRC
1105
Curi RMB Capital
Illinois
$826K – – –
IAN
1106
Integrated Advisors Network
Texas
$821K +$108K +274 +15%
SB
1107
Strategic Blueprint
Georgia
$814K +$33.7K +85 +4%
BP
1108
Ballentine Partners
Massachusetts
$813K +$361K +911 +75%
DMBA
1109
Deseret Mutual Benefit Administrators
Utah
$812K -$99K -250 -11%
CIP
1110
Cornerstone Investment Partners
Georgia
$810K -$25.7K -65 -3%
KFGK
1111
Keystone Financial Group (Kentucky)
Kentucky
$797K -$21.8K -55 -3%
LAIC
1112
Lederer & Associates Investment Counsel
California
$795K +$118K +298 +17%
PFA
1113
Paradigm Financial Advisors
Missouri
$783K +$424K +1,070 +110%
CS
1114
Cannell & Spears
New York
$780K -$1.58K -4 -0.2%
EWA
1115
EP Wealth Advisors
California
$778K +$204K +516 +34%
CAWM
1116
Capital Advisors Wealth Management
Washington
$774K +$49.5K +125 +7%
PRC
1117
Pearl River Capital
Michigan
$774K +$801K +2,024 New
Fiera Capital (Canada)
1118
Fiera Capital (Canada)
Quebec, Canada
$772K – – –
PWS
1119
Precision Wealth Strategies
Missouri
$767K +$116K +294 +17%
PAWC
1120
P.A.W. Capital
Connecticut
$765K -$79.2K -200 -9%
FFA
1121
First Foundation Advisors
California
$765K +$3.56K +9 +0.5%
BWA
1122
Blodgett Wealth Advisors
California
$765K +$792K +2,000 New
SF
1123
Summit Financial
New Jersey
$763K +$445K +1,125 +129%
QPW
1124
Quantum Private Wealth
Florida
$763K +$790K +1,995 New
RT
1125
Rockland Trust
Massachusetts
$761K +$1.98K +5 +0.3%