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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1301
Arkadios Wealth Advisors
Georgia
$325K -$40.5K -130 -12%
AWA
1302
ARS Wealth Advisors
Florida
$325K +$311 +1 +0.1%
AWA
1303
Arete Wealth Advisors
Illinois
$321K -$24.9K -80 -8%
FNBT
1304
FineMark National Bank & Trust
Florida
$320K
LFF
1305
Level Four Financial
Texas
$320K +$304K +978 New
GSWM
1306
Golden State Wealth Management
California
$319K -$97.8K -314 -24%
PFGIA
1307
Patriot Financial Group Insurance Agency
Massachusetts
$317K -$24.6K -79 -8%
FIM
1308
Freedom Investment Management
Connecticut
$317K +$302K +970 New
JF
1309
JSF Financial
California
$313K -$83.7K -269 -22%
BC
1310
Bartlett & Co
Ohio
$312K
LAM
1311
L2 Asset Management
Massachusetts
$312K +$297K +955 New
BCWM
1312
Bartlett & Co Wealth Management
Ohio
$312K
MPCG
1313
Matrix Private Capital Group
New York
$308K +$33K +106 +13%
FFA
1314
Founders Financial Alliance
North Carolina
$307K -$18.7K -60 -6%
CA
1315
Calton & Associates
Florida
$305K +$142K +456 +51%
MIHAS
1316
Maj Invest Holding A/S
Denmark
$302K -$38.6M -124,052 -99%
HH
1317
Hilltop Holdings
Texas
$302K +$20.2K +65 +8%
MA
1318
Modus Advisors
Minnesota
$301K +$32.4K +104 +13%
BCM
1319
Brookstone Capital Management
Illinois
$301K +$287K +922 New
PAA
1320
Peregrine Asset Advisers
Oregon
$300K -$32.1K -103 -10%
FLPIM
1321
F.L. Putnam Investment Management
Massachusetts
$300K
FHA
1322
First Horizon Advisors
Tennessee
$299K +$18.1K +58 +7%
SYBT
1323
Stock Yards Bank & Trust
Kentucky
$298K +$283K +909 New
TCOV
1324
Trust Company of Vermont
Vermont
$296K +$5.29K +17 +2%
GL
1325
Graypoint LLC
New York
$294K -$1.56K -5 -0.6%