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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
WP
1301
WealthSource Partners
California
$213K +$180K +808 New
PWMG
1302
Prestige Wealth Management Group
New Jersey
$212K +$19.8K +89 +12%
MWM
1303
Maltin Wealth Management
New Jersey
$212K +$179K +804 New
CWM
1304
Cornerstone Wealth Management
Missouri
$212K +$179K +806 New
BAMCO Inc
1305
BAMCO Inc
New York
$211K
BW
1306
Bison Wealth
Georgia
$211K +$178K +798 New
CAM
1307
Claret Asset Management
Quebec, Canada
$211K +$178K +800 New
GTAM
1308
Global Trust Asset Management
Florida
$211K +$178K +800 New
NJBEST
1309
New Jersey Better Educational Savings Trust
New Jersey
$211K +$178K +800 New
WC
1310
Woodstock Corp
Massachusetts
$211K +$179K +802 New
RDWM
1311
Red Door Wealth Management
Tennessee
$210K +$177K +795 New
CAAS
1312
Capital Asset Advisory Services
Michigan
$209K +$177K +793 New
RIA
1313
Realta Investment Advisors
Delaware
$209K +$177K +793 New
SAM
1314
Seelaus Asset Management
New Jersey
$209K +$177K +793 New
HHGA
1315
Halbert Hargrove Global Advisors
California
$207K +$175K +785 New
PFWA
1316
Paces Ferry Wealth Advisors
Georgia
$206K +$35.4K +159 +26%
RW
1317
REDW Wealth
New Mexico
$206K +$174K +781 New
ST
1318
Sentinel Trust
Texas
$206K +$174K +783 New
EW
1319
Evoke Wealth
California
$205K -$56.8K -255 -25%
MAS
1320
Managed Account Services
Florida
$203K +$156K +700 New
SFFS
1321
Stonehage Fleming Financial Services
Jersey
$202K
CWM
1322
Chesapeake Wealth Management
Virginia
$201K +$170K +763 New
PWPS
1323
Pinnacle Wealth Planning Services
Ohio
$201K +$170K +764 New
WMSA
1324
Weiss Multi-Strategy Advisers
New York
$200K +$169K +759 New
AGA
1325
Arkos Global Advisors
Texas
$200K +$169K +760 New