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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
SGAM
1501
Smith Group Asset Management
Texas
$12K – – –
WAS
1502
Winch Advisory Services
Wisconsin
$11K +$1.34K +6 +17%
BWM
1503
BerganKDV Wealth Management
Minnesota
$11K +$3.12K +14 +54%
CWM
1504
Cranbrook Wealth Management
Michigan
$11K +$8.9K +40 New
ST
1505
Sageworth Trust
Pennsylvania
$9K – – –
CIA
1506
CSat Investment Advisory
Michigan
$8K -$199K -894 -97%
EDRH
1507
Edmond de Rothschild Holding
Switzerland
$8K -$39K -175 -85%
BWP
1508
Baldwin Wealth Partners
Massachusetts
$8K – – –
BHWM
1509
Bay Harbor Wealth Management
Maryland
$8K – – –
HFA
1510
HC Financial Advisors
California
$8K – – –
ME
1511
McIlrath & Eck
Washington
$8K – – –
MIM
1512
Macroview Investment Management
Maryland
$8K +$3.12K +14 +93%
MLFP
1513
MPS Loria Financial Planners
Illinois
$7K +$5.57K +25 New
LAS
1514
Lloyd Advisory Services
Georgia
$6K -$668 -3 -13%
AW
1515
Avion Wealth
Texas
$6K – – –
CFFP
1516
Center for Financial Planning
Michigan
$6K – – –
PO
1517
Private Ocean
California
$6K – – –
RWG
1518
Regal Wealth Group
California
$6K – – –
BFG
1519
Baron Financial Group
New Jersey
$5.27K – – –
CFB
1520
Cullen/Frost Bankers
Texas
$5K -$4.01K -18 -47%
CCA
1521
Column Capital Advisors
Indiana
$5K – – –
Kayne Anderson Rudnick Investment Management
1522
Kayne Anderson Rudnick Investment Management
California
$5K – – –
TI
1523
Truehand Inc
New Hampshire
$5K – – –
SWP
1524
ShoreHaven Wealth Partners
New Jersey
$5K +$4.23K +19 New
M
1525
MOTCO
Texas
$4K -$3.12K -14 -47%