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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
1326
Trust Company of Vermont
Vermont
$353K +$7.87K +22 +2%
EI
1327
Ellevest Inc
New York
$353K +$69.1K +193 +26%
PAA
1328
Peregrine Asset Advisers
Oregon
$352K +$3.58K +10 +1%
BW
1329
Bison Wealth
Georgia
$351K +$36.1K +101 +12%
FPGK
1330
Financial Partners Group (Kansas)
Kansas
$350K +$7.51K +21 +2%
POIA
1331
Pin Oak Investment Advisors
Texas
$350K +$14.3K +40 +5%
Cohen & Steers
1332
Cohen & Steers
New York
$349K -$73.7K -206 -18%
PP
1333
Patten & Patten
Tennessee
$348K +$10.7K +30 +3%
FFA
1334
Founders Financial Alliance
North Carolina
$347K +$358 +1 +0.1%
FAM
1335
Formidable Asset Management
Ohio
$346K -$272K -759 -45%
SWMP
1336
Signature Wealth Management Partners
New Jersey
$342K -$89.5K -250 -22%
DM
1337
Diker Management
New York
$342K – – –
CI
1338
CX Institutional
Indiana
$342K +$31.5K +88 +11%
SAM
1339
Secure Asset Management
Michigan
$342K +$323K +902 New
CA
1340
Calton & Associates
Florida
$340K -$161K -450 -33%
PFWA
1341
Paces Ferry Wealth Advisors
Georgia
$339K – – –
AA
1342
Apriem Advisors
California
$337K +$49K +137 +18%
AP
1343
Americana Partners
Texas
$337K +$318K +889 New
WI
1344
Wintrust Investments
Illinois
$335K -$1.07M -2,999 -75%
MG
1345
Mather Group
Illinois
$332K +$10K +28 +3%
AWA
1346
Arete Wealth Advisors
Illinois
$331K +$26.1K +73 +7%
PS
1347
Planned Solutions
California
$330K – – –
MSFS
1348
Main Street Financial Solutions
Pennsylvania
$329K -$3.58K -10 -1%
RW
1349
REDW Wealth
New Mexico
$328K +$29.3K +82 +10%
RCM
1350
RNC Capital Management
California
$327K +$13.2K +37 +4%