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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
1401
Capital Advisory Group Advisory Services
Minnesota
$397K +$169K +426 +69%
Goldman Sachs
1402
Goldman Sachs
New York
$397K +$411K +1,038 New
PIM
1403
Perpetual Investment Management
Australia
$391K – – –
QP
1404
Quilter Plc
United Kingdom
$389K -$510K -1,288 -57%
GEA
1405
Glen Eagle Advisors
New Jersey
$388K – – –
FCFC
1406
First Citizens Financial Corp
Iowa
$387K -$287K -726 -42%
BSA
1407
Bull Street Advisors
Georgia
$386K – – –
CPIG
1408
Chicago Partners Investment Group
Illinois
$385K -$357K -903 -46%
CWM
1409
Cornerstone Wealth Management
Missouri
$384K +$66.5K +168 +20%
MA
1410
Modus Advisors
Minnesota
$383K -$50.3K -127 -11%
BPWM
1411
Badgley Phelps Wealth Managers
Washington
$383K -$396 -1 -0.1%
ATFA
1412
All Terrain Financial Advisors
Minnesota
$383K – – –
AIM
1413
Axiom Investment Management
New York
$383K – – –
MCM
1414
Magnolia Capital Management
New York
$383K – – –
WMC
1415
Westwood Management Corporation
Illinois
$383K – – –
GFP
1416
Guardian Financial Partners
California
$383K +$396K +1,000 New
JC
1417
JCSD Capital
California
$383K +$396K +1,000 New
IFG
1418
Independent Financial Group
California
$381K -$24.1K -61 -6%
HFP
1419
Holistic Financial Partners
Indiana
$381K -$792 -2 -0.2%
MGIM
1420
M&G Investment Management
United Kingdom
$380K -$94.2M -237,880 -100%
PFGIA
1421
Patriot Financial Group Insurance Agency
Massachusetts
$379K +$792 +2 +0.2%
VWA
1422
Visionary Wealth Advisors
Illinois
$378K +$32.9K +83 +9%
WI
1423
WrapManager Inc
California
$375K -$40.4K -102 -9%
GA
1424
Geller Advisors
New York
$375K -$1.58K -4 -0.4%
SDWIA
1425
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$375K +$26.1K +66 +7%