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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
NB
1676
Nicolet Bankshares
Wisconsin
$986K +$135K +166 +17%
LB
1677
Legacy Bridge
Iowa
$984K +$17.1K +21 +2%
WCP
1678
Wealthcare Capital Partners
Pennsylvania
$980K -$37.5K -46 -4%
DWAM
1679
Duncan Williams Asset Management
Tennessee
$980K +$3.26K +4 +0.4%
AFM
1680
Aspetuck Financial Management
Connecticut
$979K – – –
ACA
1681
Ackerman Capital Advisors
Texas
$976K – – –
BWM
1682
Buckley Wealth Management
Nevada
$973K +$3.26K +4 +0.4%
HAI
1683
Hennessy Advisors Inc
California
$967K -$163K -200 -15%
LC
1684
Lavaca Capital
Texas
$967K – – –
GPW
1685
Gentry Private Wealth
Kansas
$967K +$263K +322 +41%
SPW
1686
Sonoma Private Wealth
California
$966K – – –
DE
1687
Diversified Enterprises
Delaware
$963K +$165K +202 +23%
SFS
1688
Strategic Financial Services
New York
$961K – – –
CIG
1689
Cascade Investment Group
Colorado
$958K – – –
CWM
1690
Connecticut Wealth Management
Connecticut
$957K – – –
HIC
1691
Hamrick Investment Counsel
Washington
$953K +$884K +1,084 New
VRM
1692
Vectors Research Management
New York
$949K – – –
FF
1693
Francis Financial
$947K +$168K +206 +24%
TTWM
1694
TCV Trust & Wealth Management
Virginia
$947K +$219K +268 +33%
RSWM
1695
Robertson Stephens Wealth Management
California
$941K +$134K +164 +18%
VCM
1696
Viewpoint Capital Management
Washington
$941K -$51.4K -63 -6%
DLA
1697
Douglas Lane & Associates
New York
$939K -$45.7K -56 -5%
KWMG
1698
King Wealth Management Group
Florida
$938K -$15.5K -19 -2%
AW
1699
Alteri Wealth
California
$938K +$219K +268 +34%
GFP
1700
Gryphon Financial Partners
Ohio
$935K +$47.3K +58 +6%