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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
PS
1501
Planned Solutions
California
$245K – – –
AB
1502
Atlas Brown
Kentucky
$245K – – –
IGWM
1503
ICA Group Wealth Management
Colorado
$245K – – –
OA
1504
Operose Advisors
Wisconsin
$245K – – –
NCM
1505
Nelson Capital Management
California
$242K – – –
V
1506
ViaWealth
Kansas
$242K -$68.2K -196 -21%
EG
1507
Ellerson Group
Maryland
$242K – – –
MA
1508
MONECO Advisors
Connecticut
$241K +$256K +736 New
CAC
1509
Certified Advisory Corp
Florida
$240K +$32.7K +94 +15%
CIP
1510
Convergence Investment Partners
Florida
$240K -$2.09K -6 -0.8%
AWM
1511
AllSquare Wealth Management
New York
$238K – – –
FOA
1512
Five Oceans Advisors
California
$237K -$1.39K -4 -0.5%
Wealth Enhancement Advisory Services
1513
Wealth Enhancement Advisory Services
Minnesota
$237K +$252K +725 New
WTA
1514
Washington Trust Advisors
Massachusetts
$237K – – –
HFW
1515
Horizon Family Wealth
Illinois
$237K +$18.1K +52 +8%
SPWM
1516
Schrum Private Wealth Management
Florida
$237K – – –
MAM
1517
McLean Asset Management
Virginia
$237K -$24.7K -71 -9%
NB
1518
Nicolet Bankshares
Wisconsin
$235K – – –
HCP
1519
Hexagon Capital Partners
Arkansas
$235K +$32.4K +93 +15%
AF
1520
Advisornet Financial
Minnesota
$235K -$9.4K -27 -4%
GP
1521
Girard Partners
Pennsylvania
$234K +$3.83K +11 +2%
OCBCO
1522
Oversea-Chinese Banking Corp (OCBC)
Singapore
$233K -$2.15M -6,184 -90%
TBA
1523
Tower Bridge Advisors
Pennsylvania
$232K – – –
WMA
1524
West Michigan Advisors
Michigan
$232K +$246K +708 New
FBB
1525
Fulton Breakefield Broenniman
Maryland
$231K +$1.74K +5 +0.7%