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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1301
HighMark Wealth Management
Minnesota
$9K -$610 -3 -6%
SGAM
1302
Smith Group Asset Management
Texas
$9K – – –
CFB
1303
Cullen/Frost Bankers
Texas
$8K +$7.73K +38 New
FRA
1304
Front Row Advisors
California
$7K -$6.1K -30 -50%
WAS
1305
Winch Advisory Services
Wisconsin
$7K -$2.04K -10 -22%
ST
1306
Sageworth Trust
Pennsylvania
$7K – – –
TI
1307
tru Independence
Oregon
$6K -$76.3K -375 -93%
BWP
1308
Baldwin Wealth Partners
Massachusetts
$6K – – –
BHWM
1309
Bay Harbor Wealth Management
Maryland
$6K – – –
EWM
1310
Elmwood Wealth Management
California
$6K – – –
HFA
1311
HC Financial Advisors
California
$6K – – –
ME
1312
McIlrath & Eck
Washington
$6K – – –
M
1313
MOTCO
Texas
$6K +$6.1K +30 New
FCH
1314
Freestone Capital Holdings
Washington
$5.39K +$5.49K +27 New
LAS
1315
Lloyd Advisory Services
Georgia
$5K -$814 -4 -14%
BWM
1316
BerganKDV Wealth Management
Minnesota
$5K – – –
CFFP
1317
Center for Financial Planning
Michigan
$5K – – –
RWG
1318
Regal Wealth Group
California
$5K – – –
HS
1319
Horan Securities
United States
$5K +$4.68K +23 New
BFG
1320
Baron Financial Group
New Jersey
$4.02K +$4.07K +20 New
PO
1321
Private Ocean
California
$4K -$12.6K -62 -75%
AW
1322
Avion Wealth
Texas
$4K – – –
CCA
1323
Column Capital Advisors
Indiana
$4K – – –
Kayne Anderson Rudnick Investment Management
1324
Kayne Anderson Rudnick Investment Management
California
$4K – – –
TI
1325
Truehand Inc
New Hampshire
$4K – – –