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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1351
Patten & Patten
Tennessee
$361K +$15.2K +39 +4%
MWM
1352
Modera Wealth Management
New Jersey
$361K +$373K +956 New
CL
1353
Choreo LLC
Illinois
$360K -$24.2K -62 -6%
AWAG
1354
ARS Wealth Advisors Group
Florida
$358K +$370K +947 New
WA
1355
Wealth Alliance
New York
$356K -$84.4K -216 -19%
KOC
1356
Koss-Olinger Consulting
Florida
$355K – – –
PVH
1357
Psagot Value Holdings
Israel
$354K -$9.27M -23,741 -96%
WFI
1358
West Family Investments
California
$350K +$57K +146 +19%
POIA
1359
Pin Oak Investment Advisors
Texas
$349K – – –
Cohen & Steers
1360
Cohen & Steers
New York
$348K – – –
CFGS
1361
Concourse Financial Group Securities
Alabama
$348K +$66K +169 +22%
WP
1362
WealthSource Partners
California
$347K -$25.8K -66 -7%
SWM
1363
Sugarloaf Wealth Management
Georgia
$345K -$68K -174 -16%
SDWIA
1364
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$345K -$10.2K -26 -3%
VWA
1365
Visionary Wealth Advisors
Illinois
$342K -$118K -303 -25%
SAM
1366
Secure Asset Management
Michigan
$341K +$391 +1 +0.1%
FDS
1367
First Dallas Securities
Texas
$340K -$58.6K -150 -14%
DM
1368
Diker Management
New York
$340K – – –
SWMP
1369
Signature Wealth Management Partners
New Jersey
$340K – – –
BFPW
1370
BOK Financial Private Wealth
Colorado
$340K +$102K +260 +41%
CWM
1371
Cordatus Wealth Management
Pennsylvania
$340K +$351K +900 New
GSWM
1372
Golden State Wealth Management
California
$339K -$22.3K -57 -6%
SIM
1373
Stratos Investment Management
Ohio
$339K +$350K +895 New
BW
1374
Bison Wealth
Georgia
$338K -$11.7K -30 -3%
PFWA
1375
Paces Ferry Wealth Advisors
Georgia
$338K – – –