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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
CL
1351
Choreo LLC
Illinois
$360K -$24.2K -62 -6%
AWAG
1352
ARS Wealth Advisors Group
Florida
$358K +$370K +947 New
WA
1353
Wealth Alliance
New York
$356K -$84.4K -216 -19%
KOC
1354
Koss-Olinger Consulting
Florida
$355K
PVH
1355
Psagot Value Holdings
Israel
$354K -$9.27M -23,741 -96%
WFI
1356
West Family Investments
California
$350K +$57K +146 +19%
POIA
1357
Pin Oak Investment Advisors
Texas
$349K
Cohen & Steers
1358
Cohen & Steers
New York
$348K
CFGS
1359
Concourse Financial Group Securities
Alabama
$348K +$66K +169 +22%
WP
1360
WealthSource Partners
California
$347K -$25.8K -66 -7%
SWM
1361
Sugarloaf Wealth Management
Georgia
$345K -$68K -174 -16%
SDWIA
1362
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$345K -$10.2K -26 -3%
VWA
1363
Visionary Wealth Advisors
Illinois
$342K -$118K -303 -25%
SAM
1364
Secure Asset Management
Michigan
$341K +$391 +1 +0.1%
FDS
1365
First Dallas Securities
Texas
$340K -$58.6K -150 -14%
DM
1366
Diker Management
New York
$340K
SWMP
1367
Signature Wealth Management Partners
New Jersey
$340K
BFPW
1368
BOK Financial Private Wealth
Colorado
$340K +$102K +260 +41%
CWM
1369
Cordatus Wealth Management
Pennsylvania
$340K +$351K +900 New
GSWM
1370
Golden State Wealth Management
California
$339K -$22.3K -57 -6%
SIM
1371
Stratos Investment Management
Ohio
$339K +$350K +895 New
BW
1372
Bison Wealth
Georgia
$338K -$11.7K -30 -3%
PFWA
1373
Paces Ferry Wealth Advisors
Georgia
$338K
LFF
1374
Level Four Financial
Texas
$337K +$61.3K +157 +21%
CBN
1375
Cadence Bank NA
Texas
$335K +$41.4K +106 +14%