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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
1351
First Horizon Advisors
Tennessee
$323K -$23.3K -65 -7%
RGC
1352
Roberts, Glore & Co
Illinois
$323K -$10.7K -30 -3%
RPC
1353
Rossmore Private Capital
Connecticut
$323K +$305K +852 New
PMFA
1354
Plante Moran Financial Advisors
Michigan
$322K +$208K +580 +216%
SFFS
1355
Stonehage Fleming Financial Services
Jersey
$321K +$28.3K +79 +10%
BOM
1356
Bank of Marin
California
$320K
PWC
1357
PYA Waltman Capital
Tennessee
$319K +$301K +840 New
PFC
1358
Phocas Financial Corp
California
$319K +$301K +841 New
CWS
1359
Cypress Wealth Services
California
$317K -$105K -293 -26%
BWLSA
1360
Blue Water Life Science Advisors
California
$316K
FCCM
1361
First City Capital Management
Georgia
$313K
NDSI
1362
Newman Dignan & Sheerar Inc
Rhode Island
$311K +$5.01K +14 +2%
CWM
1363
Cornerstone Wealth Management
Missouri
$309K +$3.22K +9 +1%
BDWM
1364
Brewin Dolphin Wealth Management
Ireland
$309K +$31.1K +87 +12%
KTC
1365
Kistler-Tiffany Companies
Pennsylvania
$307K -$9.3K -26 -3%
MWM
1366
Maltin Wealth Management
New Jersey
$307K +$1.07K +3 +0.4%
OCM
1367
One Capital Management
California
$306K +$67.6K +189 +31%
WC
1368
Woodstock Corp
Massachusetts
$305K -$2.86K -8 -1%
1WM
1369
1900 Wealth Management
Texas
$305K +$35.8K +100 +14%
ASA
1370
Armstrong Shaw Associates
Connecticut
$304K
BAMCO Inc
1371
BAMCO Inc
New York
$304K
NJBEST
1372
New Jersey Better Educational Savings Trust
New Jersey
$304K
OIA
1373
OneDigital Investment Advisors
Kansas
$304K +$64.4K +180 +29%
MWM
1374
Mission Wealth Management
California
$304K +$287K +801 New
HHGA
1375
Halbert Hargrove Global Advisors
California
$301K -$1.43K -4 -0.5%