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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
MTWM
1201
Masso Torrence Wealth Management
New Jersey
$862K -$21.9K -50 -3%
PPWP
1202
Premier Path Wealth Partners
New Jersey
$859K +$24.1K +55 +3%
SP
1203
Symmetry Partners
Connecticut
$856K -$68.9K -157 -8%
OMIC
1204
Old Mission Investment Co
Michigan
$855K +$1.75K +4 +0.2%
TCOT
1205
Trust Company of Toledo
Ohio
$853K +$13.6K +31 +2%
FCFC
1206
First Commonwealth Financial Corp
Pennsylvania
$845K -$21.1K -48 -3%
Wolverine Trading
1207
Wolverine Trading
Illinois
$844K -$635K -1,447 -44%
BHA
1208
Beech Hill Advisors
New York
$841K -$17.6K -40 -2%
CA
1209
Calton & Associates
Florida
$840K +$4.83K +11 +0.6%
GWA
1210
Gratus Wealth Advisors
Virginia
$839K -$26.8K -61 -3%
AC
1211
Abbrea Capital
California
$839K +$42.1K +96 +5%
PSP
1212
Principal Street Partners
Tennessee
$838K -$38.6K -88 -5%
HWA
1213
Heartwood Wealth Advisors
Virginia
$835K +$21.9K +50 +3%
PWPS
1214
Pinnacle Wealth Planning Services
Ohio
$834K -$9.65K -22 -1%
EWM
1215
Empirical Wealth Management
Washington
$831K +$285K +650 +55%
SAG
1216
SageView Advisory Group
California
$829K +$804K +1,832 New
SWM
1217
SeaCrest Wealth Management
New York
$827K +$19.3K +44 +2%
LMKC
1218
L.M. Kohn & Company
Ohio
$827K +$2.19K +5 +0.3%
CS
1219
Candriam SCA
Luxembourg
$825K – – –
CWP
1220
CFM Wealth Partners
Texas
$823K +$4.39K +10 +0.6%
MWA
1221
Moser Wealth Advisors
Washington
$822K -$32.9K -75 -4%
LSA
1222
Leonteq Securities AG
Switzerland
$821K -$2.1M -4,777 -72%
NC
1223
Napatree Capital
Rhode Island
$817K -$319K -727 -29%
HFP
1224
Holistic Financial Partners
Indiana
$815K -$25K -57 -3%
BCM
1225
Bluefin Capital Management
New York
$814K +$790K +1,800 New