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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
MAWCM
1201
Mine & Arao Wealth Creation & Management
California
$89K +$203 +1 +0.2%
RIM
1202
Rockbridge Investment Management
New York
$83K +$407 +2 +0.5%
ZB
1203
Zions Bancorporation
Utah
$83K +$5.49K +27 +7%
FCA
1204
FinTrust Capital Advisors
South Carolina
$82K +$51.3K +252 +164%
CT
1205
Caldwell Trust
Florida
$81.6K -$14.2K -70 -15%
CH
1206
Canton Hathaway
Rhode Island
$80K +$40.7K +200 +100%
SIM
1207
Sentry Investment Management
Wisconsin
$77K -$3.7M -18,163 -98%
HFM
1208
Harvest Fund Management
China
$77K -$90.9K -447 -54%
FCB
1209
First Command Bank
Texas
$77K -$20.3K -100 -21%
FCFS
1210
First Command Financial Services
Texas
$77K -$20.3K -100 -21%
TFS
1211
TrustCore Financial Services
Tennessee
$76K -$6.92K -34 -8%
CWM
1212
Cedar Wealth Management
California
$76K -$407 -2 -0.5%
CAGAS
1213
Capital Advisory Group Advisory Services
Minnesota
$76K – – –
SAM
1214
Security Asset Management
New York
$76K +$76.9K +378 New
PS
1215
Planned Solutions
California
$75K +$76.3K +375 New
GFPC
1216
Global Financial Private Client
Florida
$73.1K -$36.2K -178 -33%
PCG
1217
Private Capital Group
Connecticut
$73K -$1.22K -6 -2%
TAIM
1218
TD Ameritrade Investment Management
Nebraska
$71K +$61.2K +301 +557%
EWM
1219
Edge Wealth Management
New York
$70K -$5.29K -26 -7%
LF
1220
Lee Financial
Texas
$68K -$1.02K -5 -1%
Walleye Trading
1221
Walleye Trading
New York
$67K -$1.87M -9,191 -97%
CHAM
1222
Clear Harbor Asset Management
Connecticut
$65.1K +$65.9K +324 New
GAM
1223
Gemmer Asset Management
California
$64K – – –
CWC
1224
Carolinas Wealth Consulting
North Carolina
$64K +$15.3K +75 +31%
CB
1225
Community Bank
New York
$63K -$236K -1,159 -79%