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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
1676
Lansing Street Advisors
Pennsylvania
$18K – – –
PCFFS
1677
Pacific Center for Financial Services
California
$18K – – –
KFI
1678
Key Financial Inc
Pennsylvania
$18K +$12.3K +38 +152%
AWM
1679
Abound Wealth Management
Tennessee
$17.9K +$19.8K +61 New
ME
1680
McIlrath & Eck
Washington
$17K – – –
LF
1681
Lee Financial
Texas
$16K – – –
AFS
1682
Annapolis Financial Services
Maryland
$15K -$16.8K -52 -50%
BBPWM
1683
Blue Bell Private Wealth Management
Pennsylvania
$15K -$9.72K -30 -38%
TC
1684
Truvestments Capital
Florida
$15K – – –
FP
1685
Financial Perspectives
Minnesota
$14.8K – – –
AWM
1686
Ameliora Wealth Management
Switzerland
$14K +$16.2K +50 New
CQS
1687
Credential Qtrade Securities
$13.5K – – –
SIS
1688
Sound Income Strategies
Florida
$13K -$4.86K -15 -26%
AFG
1689
Albion Financial Group
Utah
$13K – – –
SC
1690
Schubert & Co
Texas
$13K +$3.89K +12 +36%
BCM
1691
Bourgeon Capital Management
Connecticut
$12K – – –
WOC
1692
West Oak Capital
California
$12K – – –
BLC
1693
Brown, Lisle/Cummings
Rhode Island
$11.7K +$9.07K +28 +233%
Kayne Anderson Rudnick Investment Management
1694
Kayne Anderson Rudnick Investment Management
California
$11K – – –
WBC
1695
West Branch Capital
Massachusetts
$11K – – –
ETC
1696
Exchange Traded Concepts
Oklahoma
$10K -$112K -345 -91%
HR
1697
Howe & Rusling
New York
$10K -$5.51K -17 -33%
WAS
1698
Winch Advisory Services
Wisconsin
$10K -$972 -3 -8%
BCPWM
1699
Bradley & Co Private Wealth Management
Florida
$10K – – –
HWM
1700
HighMark Wealth Management
Minnesota
$10K – – –