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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
PAA
1326
Peregrine Asset Advisers
Oregon
$352K +$3.58K +10 +1%
BW
1327
Bison Wealth
Georgia
$351K +$36.1K +101 +12%
FPGK
1328
Financial Partners Group (Kansas)
Kansas
$350K +$7.51K +21 +2%
POIA
1329
Pin Oak Investment Advisors
Texas
$350K +$14.3K +40 +5%
Cohen & Steers
1330
Cohen & Steers
New York
$349K -$73.7K -206 -18%
PP
1331
Patten & Patten
Tennessee
$348K +$10.7K +30 +3%
FFA
1332
Founders Financial Alliance
North Carolina
$347K +$358 +1 +0.1%
FAM
1333
Formidable Asset Management
Ohio
$346K -$272K -759 -45%
SWMP
1334
Signature Wealth Management Partners
New Jersey
$342K -$89.5K -250 -22%
DM
1335
Diker Management
New York
$342K
CI
1336
CX Institutional
Indiana
$342K +$31.5K +88 +11%
SAM
1337
Secure Asset Management
Michigan
$342K +$323K +902 New
CA
1338
Calton & Associates
Florida
$340K -$161K -450 -33%
PFWA
1339
Paces Ferry Wealth Advisors
Georgia
$339K
AA
1340
Apriem Advisors
California
$337K +$49K +137 +18%
AP
1341
Americana Partners
Texas
$337K +$318K +889 New
WI
1342
Wintrust Investments
Illinois
$335K -$1.07M -2,999 -75%
MG
1343
Mather Group
Illinois
$332K +$10K +28 +3%
AWA
1344
Arete Wealth Advisors
Illinois
$331K +$26.1K +73 +7%
PS
1345
Planned Solutions
California
$330K
MSFS
1346
Main Street Financial Solutions
Pennsylvania
$329K -$3.58K -10 -1%
RW
1347
REDW Wealth
New Mexico
$328K +$29.3K +82 +10%
RCM
1348
RNC Capital Management
California
$327K +$13.2K +37 +4%
MCM
1349
Maryland Capital Management
Maryland
$326K +$22.5K +63 +8%
DS
1350
DRW Securities
Illinois
$326K +$307K +858 New