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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1126
Exencial Wealth Advisors
Oklahoma
$761K +$74.4K +188 +10%
VWM
1127
Vigilare Wealth Management
Arizona
$761K +$89.5K +226 +13%
VCM
1128
Viewpoint Capital Management
Washington
$761K +$787K +1,988 New
KF
1129
Krilogy Financial
Missouri
$759K +$13.9K +35 +2%
PIG
1130
Pantheon Investment Group
California
$759K +$384K +970 +98%
ATPW
1131
Ashton Thomas Private Wealth
Arizona
$758K +$83.9K +212 +12%
AWM
1132
Axxcess Wealth Management
California
$755K +$781K +1,973 New
LCS
1133
Levin Capital Strategies
New York
$754K -$105K -265 -12%
Koshinski Asset Management
1134
Koshinski Asset Management
Illinois
$750K -$542K -1,370 -41%
PCM
1135
Palisade Capital Management
New Jersey
$748K +$194K +490 +33%
CIA
1136
Choate Investment Advisors
Massachusetts
$747K – – –
PCG
1137
Private Capital Group
Connecticut
$747K +$138K +349 +22%
VCA
1138
Verdence Capital Advisors
Maryland
$745K +$396 +1 +0.1%
SWA
1139
Stratos Wealth Advisors
Ohio
$744K +$68.5K +173 +10%
BL
1140
Balentine LLC
Georgia
$741K +$75.2K +190 +11%
GL
1141
GHE LLC
Tennessee
$741K +$767K +1,937 New
GCIG
1142
Grand Central Investment Group
Florida
$740K -$66.9K -169 -8%
IIM
1143
Ironwood Investment Management
Massachusetts
$739K -$56.6K -143 -7%
WANY
1144
Wealthspire Advisors (New York)
New York
$739K +$17.4K +44 +2%
PI
1145
Pettee Investors
Connecticut
$738K – – –
IFA
1146
Index Fund Advisors
California
$736K +$761K +1,923 New
ZIMP
1147
Zimmermann Investment Management & Planning
Pennsylvania
$735K +$761K +1,921 New
RZH
1148
Relyea Zuckerberg Hanson
Connecticut
$734K +$845K +2,135 New
KFA
1149
Kelleher Financial Advisors
New York
$733K -$533K -1,347 -41%
PCMN
1150
Paradigm Capital Management (Nevada)
Nevada
$733K +$758K +1,915 New