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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1176
Coldstream Capital Management
Washington
$519K +$60.5K +169 +14%
SMA
1177
Sage Mountain Advisors
Georgia
$519K +$177K +494 +57%
CBFP
1178
Cedar Brook Financial Partners
Ohio
$515K +$15K +42 +3%
BWCS
1179
Beirne Wealth Consulting Services
Connecticut
$515K +$485K +1,355 New
FSA
1180
Franklin Street Advisors
North Carolina
$512K
HPWM
1181
Highland Private Wealth Management
Washington
$512K +$6.44K +18 +1%
WP
1182
WMS Partners
Maryland
$506K +$80.5K +225 +20%
1832 Asset Management
1183
1832 Asset Management
Ontario, Canada
$505K
CCM
1184
Check Capital Management
California
$505K
GIA
1185
Granite Investment Advisors
New Hampshire
$503K -$33.6K -94 -7%
BSW
1186
Buckingham Strategic Wealth
Missouri
$503K +$28.6K +80 +6%
KOCAA
1187
Knights of Columbus Asset Advisors
Connecticut
$502K -$5.89M -16,450 -93%
GFS
1188
GYL Financial Synergies
Connecticut
$502K
SFSIG
1189
San Francisco Sentry Investment Group
California
$502K +$55.5K +155 +13%
TFS
1190
Thoroughbred Financial Services
Tennessee
$501K +$238K +666 +102%
ACM
1191
Azimuth Capital Management
Michigan
$500K
PCA
1192
Personal Capital Advisors
California
$498K +$38.6K +108 +9%
SAM
1193
Silvercrest Asset Management
New York
$494K -$25.4K -71 -5%
FPS
1194
Fieldpoint Private Securities
Connecticut
$494K
NP
1195
Ninepoint Partners
Ontario, Canada
$493K +$465K +1,299 New
BFS
1196
Bradley Foster & Sargent
Connecticut
$487K +$28.3K +79 +7%
UCI
1197
Uncommon Cents Investing
Wisconsin
$484K
AO
1198
Advisor OS
Illinois
$482K
DIA
1199
Dana Investment Advisors
Wisconsin
$482K
FNBOMD
1200
First National Bank of Mount Dora
Florida
$482K