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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
WPC
1101
Wedmont Private Capital
Pennsylvania
$832K +$843K +2,129 New
SI
1102
Saxon Interests
Texas
$829K +$814K +2,056 New
EA
1103
Eudaimonia Advisors
Tennessee
$828K +$858K +2,166 New
CRC
1104
Curi RMB Capital
Illinois
$826K
IAN
1105
Integrated Advisors Network
Texas
$821K +$108K +274 +15%
SB
1106
Strategic Blueprint
Georgia
$814K +$33.7K +85 +4%
BP
1107
Ballentine Partners
Massachusetts
$813K +$361K +911 +75%
DMBA
1108
Deseret Mutual Benefit Administrators
Utah
$812K -$99K -250 -11%
CIP
1109
Cornerstone Investment Partners
Georgia
$810K -$25.7K -65 -3%
KFGK
1110
Keystone Financial Group (Kentucky)
Kentucky
$797K -$21.8K -55 -3%
LAIC
1111
Lederer & Associates Investment Counsel
California
$795K +$118K +298 +17%
PFA
1112
Paradigm Financial Advisors
Missouri
$783K +$424K +1,070 +110%
CS
1113
Cannell & Spears
New York
$780K -$1.58K -4 -0.2%
EWA
1114
EP Wealth Advisors
California
$778K +$204K +516 +34%
CAWM
1115
Capital Advisors Wealth Management
Washington
$774K +$49.5K +125 +7%
PRC
1116
Pearl River Capital
Michigan
$774K +$801K +2,024 New
Fiera Capital (Canada)
1117
Fiera Capital (Canada)
Quebec, Canada
$772K
PWS
1118
Precision Wealth Strategies
Missouri
$767K +$116K +294 +17%
PAWC
1119
P.A.W. Capital
Connecticut
$765K -$79.2K -200 -9%
FFA
1120
First Foundation Advisors
California
$765K +$3.56K +9 +0.5%
BWA
1121
Blodgett Wealth Advisors
California
$765K +$792K +2,000 New
SF
1122
Summit Financial
New Jersey
$763K +$445K +1,125 +129%
QPW
1123
Quantum Private Wealth
Florida
$763K +$790K +1,995 New
RT
1124
Rockland Trust
Massachusetts
$761K +$1.98K +5 +0.3%
EWA
1125
Exencial Wealth Advisors
Oklahoma
$761K +$74.4K +188 +10%