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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1351
Mark Sheptoff Financial Planning
Connecticut
$5K
TI
1352
Truehand Inc
New Hampshire
$5K
CFFP
1353
Center for Financial Planning
Michigan
$5K +$4.99K +23 New
CI
1354
Clal Insurance
Israel
$4K -$668K -3,080 -77%
RA
1355
Rational Advisors
New York
$4K -$253K -1,168 -99%
NIM
1356
NuWave Investment Management
New Jersey
$4K -$52.7K -243 -94%
FPFS
1357
First Personal Financial Services
North Carolina
$4K -$25.6K -118 -87%
CFB
1358
Cullen/Frost Bankers
Texas
$4K -$1.3K -6 -25%
ME
1359
McIlrath & Eck
Washington
$4K
CCA
1360
Column Capital Advisors
Indiana
$4K +$3.91K +18 New
Kayne Anderson Rudnick Investment Management
1361
Kayne Anderson Rudnick Investment Management
California
$4K +$4.12K +19 New
HI
1362
Human Investing
Oregon
$3K -$12.8K -59 -80%
MIM
1363
Macroview Investment Management
Maryland
$3K
THWM
1364
Taylor Hoffman Wealth Management
Virginia
$3K
TCM
1365
Tradewinds Capital Management
Washington
$3K
IWA
1366
Intercontinental Wealth Advisors
Texas
$2K -$3.91K -18 -64%
TFA
1367
Transamerica Financial Advisors
Florida
$2K +$217 +1 +20%
DI
1368
Disciplined Investments
Oklahoma
$2K +$2.17K +10 New
TCWM
1369
Total Clarity Wealth Management
Illinois
$2K +$2.17K +10 New
NR
1370
Newfound Research
Massachusetts
$1K -$651 -3 -60%
APC
1371
Aspire Private Capital
North Carolina
$1K
AWM
1372
Atticus Wealth Management
Florida
$1K +$868 +4 New
CMA
1373
Cedar Mountain Advisors
Oregon
$1K +$1.08K +5 New
PW
1374
Price Wealth
Texas
$1K +$1.3K +6 New
OFM
1375
Okumus Fund Management
Cayman Islands
-$68.1M -328,485 Closed