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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
ACIM
1376
Azimuth Capital Investment Management
Michigan
$889K – – –
IBOK
1377
Independence Bank of Kentucky
Kentucky
$889K +$19.5K +35 +2%
GS
1378
GTS Securities
Florida
$887K +$479K +858 +124%
SWA
1379
SOA Wealth Advisors
New York
$887K +$1.67K +3 +0.2%
SWMP
1380
Signature Wealth Management Partners
New Jersey
$886K – – –
FAIM
1381
Financial Advocates Investment Management
Washington
$883K -$10K -18 -1%
HWA
1382
HCR Wealth Advisors
California
$881K +$48.5K +87 +6%
DTL
1383
Dynamic Technology Lab
Singapore
$879K -$483K -866 -36%
GWS
1384
Greykasell Wealth Strategies
California
$879K +$856K +1,535 New
BFO
1385
Biltmore Family Office
North Carolina
$878K – – –
WHCI
1386
W.H. Cornerstone Investments
Massachusetts
$877K +$394K +707 +86%
PHAM
1387
Palisades Hudson Asset Management
Florida
$877K – – –
BA
1388
Bluesphere Advisors
Pennsylvania
$875K +$353K +632 +71%
EML
1389
Eos Management LP
New York
$874K – – –
LAM
1390
Lewis Asset Management
California
$874K +$21.8K +39 +3%
JFG
1391
Jefferies Financial Group
New York
$871K -$2.93M -5,245 -78%
AFC
1392
AFT Forsyth & Company
Florida
$868K – – –
PIM
1393
Profit Investment Management
Maryland
$863K – – –
CCWM
1394
Cassaday & Co Wealth Management
Virginia
$859K +$2.79K +5 +0.3%
PMSA
1395
Patrick M. Sweeney & Associates
Illinois
$854K -$2.23K -4 -0.3%
LAIC
1396
Lederer & Associates Investment Counsel
California
$853K -$165K -295 -17%
OHWP
1397
Oak Harbor Wealth Partners
North Carolina
$851K – – –
CA
1398
Crumly & Associates
Illinois
$851K +$829K +1,486 New
SGCA
1399
Steel Grove Capital Advisors
Tennessee
$849K +$55.8K +100 +7%
CFP
1400
Catalyst Financial Partners
Massachusetts
$849K +$42.4K +76 +5%