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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
CBA
1476
Coastal Bridge Advisors
Connecticut
$347K +$668 +2 +0.2%
JF
1477
JSF Financial
California
$346K -$8.01K -24 -3%
PA
1478
PFG Advisors
Arizona
$342K -$33.7K -101 -10%
HFW
1479
Horizon Family Wealth
Illinois
$342K +$7.68K +23 +3%
Bank Julius Baer & Co
1480
Bank Julius Baer & Co
Switzerland
$342K -$119K -357 -29%
VWA
1481
Visionary Wealth Advisors
Illinois
$342K +$8.68K +26 +3%
RGC
1482
Roberts, Glore & Co
Illinois
$341K – – –
FLPIM
1483
F.L. Putnam Investment Management
Massachusetts
$341K -$60.4K -181 -17%
LA
1484
LVW Advisors
New York
$341K +$76.4K +229 +35%
WMP
1485
Wealth Management Partners
Arizona
$337K -$10.3K -31 -3%
FC
1486
Forte Capital
New York
$337K +$43.4K +130 +17%
LIM
1487
Leavell Investment Management
Alabama
$337K – – –
1WM
1488
1900 Wealth Management
Texas
$337K +$334 +1 +0.1%
WR
1489
WD Rutherford
Oregon
$336K – – –
WA
1490
Waddell & Associates
Tennessee
$335K -$40.4K -121 -12%
FTIS
1491
First Trust Investment Solutions
Florida
$334K +$289K +867 New
KA
1492
Kozak & Associates
Colorado
$334K -$124K -371 -30%
LCGC
1493
Legacy Capital Group California
California
$333K +$334 +1 +0.1%
CCG
1494
Catalina Capital Group
California
$333K +$288K +864 New
OL
1495
OneFund LLC
Florida
$333K +$288K +862 New
DLA
1496
Douglas Lane & Associates
New York
$332K +$31.7K +95 +12%
PCA
1497
Private Capital Advisors
Connecticut
$331K – – –
LA
1498
Lane & Associates
New Jersey
$331K -$37K -111 -11%
BA
1499
Bridgewater Associates
Connecticut
$329K -$193K -579 -40%
KWM
1500
Keebeck Wealth Management
Illinois
$329K +$8.01K +24 +3%