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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
KAM
1501
Kazazian Asset Management
Florida
$710K – – –
YDMI
1502
Y.D. More Investments
Israel
$709K +$39.7K +66 +4%
WA
1503
Wealthstream Advisors
New York
$709K -$602 -1 -0.1%
MG
1504
Mather Group
Illinois
$708K +$56.6K +94 +8%
PPG
1505
Peak Planning Group
Colorado
$707K +$110K +183 +16%
BW
1506
Basepoint Wealth
Iowa
$706K -$291K -483 -27%
FNT
1507
First Nebraska Trust
Nebraska
$705K – – –
SDWIA
1508
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$704K +$3.61K +6 +0.5%
VWA
1509
Visionary Wealth Advisors
Illinois
$704K +$148K +246 +24%
CPSAC
1510
Chas P. Smith & Associates (CPS)
Florida
$704K +$19.9K +33 +3%
PIA
1511
Pinion Investment Advisors
Kansas
$704K +$92.1K +153 +13%
DLA
1512
Douglas Lane & Associates
New York
$703K +$6.02K +10 +0.8%
PCG
1513
PFC Capital Group
California
$698K +$183K +304 +31%
FNBOMD
1514
First National Bank of Mount Dora
Florida
$695K – – –
PCM
1515
Palisade Capital Management
New Jersey
$694K – – –
SAM
1516
Secure Asset Management
Michigan
$694K -$95.7K -159 -11%
NP
1517
Ninepoint Partners
Ontario, Canada
$691K -$100K -167 -12%
CIAS
1518
CFS Investment Advisory Services
New Jersey
$690K +$31.3K +52 +4%
Koshinski Asset Management
1519
Koshinski Asset Management
Illinois
$688K +$95.7K +159 +14%
FDS
1520
First Dallas Securities
Texas
$688K – – –
PR
1521
Payden & Rygel
California
$688K – – –
UAG
1522
United Advisor Group
Ohio
$685K -$107K -177 -12%
LCM
1523
Lazari Capital Management
California
$683K -$602 -1 -0.1%
IGAM
1524
iA Global Asset Management
Quebec, Canada
$683K +$752K +1,250 New
NWM
1525
Northcape Wealth Management
New York
$682K – – –