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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
WF
1251
WealthTrust Fairport
Ohio
$50K +$51.8K +199 New
BC
1252
Blackhill Capital
New Jersey
$50K +$52.1K +200 New
PFGIA
1253
Patriot Financial Group Insurance Agency
Massachusetts
$49K
P8IP
1254
Pier 88 Investment Partners
California
$49K +$50.8K +195 New
FPFS
1255
First Personal Financial Services
North Carolina
$47K -$33.1K -127 -40%
PFBT
1256
Parkside Financial Bank & Trust
Missouri
$45K +$3.12K +12 +7%
AWM
1257
Aevitas Wealth Management
Massachusetts
$44K +$260 +1 +0.6%
MWM
1258
Mascoma Wealth Management
New Hampshire
$42K
AIM
1259
Advantage Investment Management
Iowa
$41K -$59.9K -230 -59%
GFP
1260
Gryphon Financial Partners
Ohio
$41K +$1.82K +7 +5%
OSNBOA
1261
Old Second National Bank of Aurora
Illinois
$38K
WWMSC
1262
Wagner Wealth Management (South Carolina)
South Carolina
$38K
TFO
1263
Tarbox Family Office
California
$38K +$8.85K +34 +29%
WPA
1264
West Paces Advisors
Georgia
$37K
VCM
1265
Vigilant Capital Management
Maine
$37K
BWM
1266
Baystate Wealth Management
Massachusetts
$36K
ATC
1267
Adirondack Trust Company
New York
$36K +$7.03K +27 +22%
RWA
1268
Ropes Wealth Advisors
Massachusetts
$34K
NC
1269
NewSquare Capital
Pennsylvania
$32K
CPA
1270
Clear Perspective Advisors
Illinois
$30K +$30.7K +118 New
CHP
1271
Cable Hill Partners
Oregon
$29K -$31.2K -120 -51%
CFA
1272
Camarda Financial Advisors
Florida
$29K
OFW
1273
Omnia Family Wealth
Florida
$28K -$3.9K -15 -12%
AF
1274
Allworth Financial
California
$28K -$260 -1 -0.9%
AIS
1275
Accurate Investment Solutions
Pennsylvania
$27K