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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1151
JNBA Financial Advisors
Minnesota
$35K – – –
SAM
1152
S.A. Mason
Michigan
$35K +$212 +1 +0.4%
BDWM
1153
Brewin Dolphin Wealth Management
Ireland
$33.2K – – –
RWA
1154
Ropes Wealth Advisors
Massachusetts
$33K +$28K +132 +157%
NO
1155
Ninety One
South Africa
$33K +$43.7K +206 New
BFC
1156
Bedel Financial Consulting
Indiana
$32K -$94.5K -445 -68%
EDRH
1157
Edmond de Rothschild Holding
Switzerland
$32K – – –
AT
1158
Arden Trust
Delaware
$32K +$43.7K +206 New
CH
1159
Canton Hathaway
Rhode Island
$31K -$228K -1,075 -84%
RTC
1160
Riverview Trust Company
Washington
$31K – – –
HWA
1161
Heritage Wealth Advisors
Virginia
$30.9K -$41.4K -195 -49%
SFG
1162
Sowa Financial Group
Rhode Island
$29K – – –
AF
1163
Allworth Financial
California
$29K +$16.1K +76 +68%
SL
1164
Savior LLC
Massachusetts
$28K -$1.27K -6 -3%
HFM
1165
Harvest Fund Management
China
$26K +$35.9K +169 New
EFSCE
1166
Enterprise Financial Services Corp (EFSC)
Missouri
$25K -$19.1K -90 -36%
GG
1167
Gleason Group
Kentucky
$24K -$205K -964 -86%
OC
1168
Oakworth Capital
Alabama
$24K -$4.25K -20 -11%
WB
1169
Webster Bank
Connecticut
$23K -$1.8M -8,457 -98%
WAP
1170
Wealthcare Advisory Partners
Pennsylvania
$23K -$38.2K -180 -55%
LWM
1171
Lenox Wealth Management
Ohio
$23K – – –
LWCFA
1172
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K – – –
OSNBOA
1173
Old Second National Bank of Aurora
Illinois
$23K – – –
CA
1174
Crewe Advisors
Utah
$22K -$113K -530 -79%
PMFA
1175
Plante Moran Financial Advisors
Michigan
$22K -$11.9K -56 -28%