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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1301
EP Wealth Advisors
California
$214K +$181K +812 New
NDSI
1302
Newman Dignan & Sheerar Inc
Rhode Island
$213K +$180K +808 New
WP
1303
WealthSource Partners
California
$213K +$180K +808 New
PWMG
1304
Prestige Wealth Management Group
New Jersey
$212K +$19.8K +89 +12%
MWM
1305
Maltin Wealth Management
New Jersey
$212K +$179K +804 New
CWM
1306
Cornerstone Wealth Management
Missouri
$212K +$179K +806 New
BAMCO Inc
1307
BAMCO Inc
New York
$211K – – –
BW
1308
Bison Wealth
Georgia
$211K +$178K +798 New
CAM
1309
Claret Asset Management
Quebec, Canada
$211K +$178K +800 New
GTAM
1310
Global Trust Asset Management
Florida
$211K +$178K +800 New
NJBEST
1311
New Jersey Better Educational Savings Trust
New Jersey
$211K +$178K +800 New
WC
1312
Woodstock Corp
Massachusetts
$211K +$179K +802 New
RDWM
1313
Red Door Wealth Management
Tennessee
$210K +$177K +795 New
CAAS
1314
Capital Asset Advisory Services
Michigan
$209K +$177K +793 New
RIA
1315
Realta Investment Advisors
Delaware
$209K +$177K +793 New
SAM
1316
Seelaus Asset Management
New Jersey
$209K +$177K +793 New
HHGA
1317
Halbert Hargrove Global Advisors
California
$207K +$175K +785 New
PFWA
1318
Paces Ferry Wealth Advisors
Georgia
$206K +$35.4K +159 +26%
RW
1319
REDW Wealth
New Mexico
$206K +$174K +781 New
ST
1320
Sentinel Trust
Texas
$206K +$174K +783 New
EW
1321
Evoke Wealth
California
$205K -$56.8K -255 -25%
MAS
1322
Managed Account Services
Florida
$203K +$156K +700 New
SFFS
1323
Stonehage Fleming Financial Services
Jersey
$202K – – –
CWM
1324
Chesapeake Wealth Management
Virginia
$201K +$170K +763 New
PWPS
1325
Pinnacle Wealth Planning Services
Ohio
$201K +$170K +764 New