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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
WOC
1401
West Oak Capital
California
$90K +$22.3K +100 +42%
HFS
1402
Hantz Financial Services
Michigan
$89K +$75.5K +339 New
LWA
1403
Lenox Wealth Advisors
New York
$87K +$12.5K +56 +20%
GAM
1404
Gemmer Asset Management
California
$84K – – –
PIM
1405
Platinum Investment Management
Australia
$84K +$71.2K +320 New
KPCM
1406
Kings Point Capital Management
New York
$83K -$43.6K -196 -38%
HFA
1407
Hoover Financial Advisors
Pennsylvania
$83K +$59.7K +268 New
USGIU
1408
U.S. Global Investors (USGI)
Texas
$79K +$66.8K +300 New
BAM
1409
Bellevue Asset Management
Washington
$77K – – –
EWA
1410
Evolution Wealth Advisors
Florida
$76K -$46.7K -210 -42%
WWM
1411
Wolff Wiese Magana
California
$75K +$63.4K +285 New
LWM
1412
Liberty Wealth Management
California
$74K +$7.12K +32 +13%
MF
1413
Manchester Financial
California
$73K +$11.6K +52 +23%
FCMT
1414
Founders Capital Management (Texas)
Texas
$73K +$61.2K +275 New
KC
1415
Kinloch Capital
Virginia
$73K +$61.2K +275 New
AIC
1416
Ayalon Insurance Company
Israel
$72K – – –
TWM
1417
Tradition Wealth Management
Minnesota
$69K +$58.3K +262 New
ZB
1418
Zions Bancorporation
Utah
$68K -$35.2K -158 -38%
RFA
1419
Reilly Financial Advisors
California
$68K +$5.12K +23 +10%
1IA
1420
1834 Investment Advisors
Wisconsin
$67K – – –
JFA
1421
JNBA Financial Advisors
Minnesota
$65K +$5.12K +23 +10%
FFG
1422
Fortem Financial Group
California
$64K +$54.1K +243 New
NO
1423
Ninety One
South Africa
$63K – – –
ICM
1424
Infini Capital Management
Hong Kong
$62K +$52.1K +234 New
IMF
1425
Infini Master Fund
Hong Kong
$62K +$52.1K +234 New