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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
FNBOMD
1201
First National Bank of Mount Dora
Florida
$416K +$396K +1,272 New
GRP
1202
Global Retirement Partners
California
$411K +$30.8K +99 +9%
BSW
1203
Buckingham Strategic Wealth
Missouri
$408K +$113K +362 +41%
WI
1204
WrapManager Inc
California
$407K +$66.3K +213 +21%
TFO
1205
Tarbox Family Office
California
$406K – – –
HKAM
1206
Horizon Kinetics Asset Management
New York
$405K -$36.4K -117 -9%
GAMC
1207
Garner Asset Management Corp
Texas
$405K – – –
MYLI
1208
Meiji Yasuda Life Insurance
Japan
$404K +$62.3K +200 +19%
ACM
1209
Ategra Capital Management
Virginia
$404K – – –
SAM
1210
Security Asset Management
New York
$403K +$311 +1 +0.1%
RWA
1211
Ropes Wealth Advisors
Massachusetts
$400K +$156K +500 +82%
BP
1212
Ballentine Partners
Massachusetts
$399K -$1.56K -5 -0.4%
LP
1213
LMR Partners
United Kingdom
$399K +$380K +1,219 New
ACI
1214
Alpha Cubed Investments
California
$398K +$2.49K +8 +0.7%
MA
1215
MCF Advisors
Kentucky
$397K +$71.9K +231 +24%
FPS
1216
Fieldpoint Private Securities
Connecticut
$396K – – –
PCA
1217
Personal Capital Advisors
California
$394K -$33.9K -109 -8%
SWA
1218
Sutton Wealth Advisors
Florida
$394K +$1.25K +4 +0.3%
BFS
1219
Bradley Foster & Sargent
Connecticut
$393K +$46.7K +150 +14%
CCM
1220
Coldstream Capital Management
Washington
$392K +$64.4K +207 +21%
GGHC
1221
Gilder Gagnon Howe & Co
New York
$389K -$107M -344,221 -100%
PT
1222
Plimoth Trust
Massachusetts
$388K -$30.5K -98 -8%
FBT
1223
First Bank & Trust
South Dakota
$387K -$13.1K -42 -3%
CIA
1224
Choate Investment Advisors
Massachusetts
$387K – – –
WAAG
1225
Wealth Alliance Advisory Group
Kansas
$383K – – –