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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
1701
Winch Advisory Services
Wisconsin
$16K – – –
BWM
1702
BerganKDV Wealth Management
Minnesota
$15K – – –
BCM
1703
Bourgeon Capital Management
Connecticut
$15K – – –
BCPWM
1704
Bradley & Co Private Wealth Management
Florida
$13K – – –
LF
1705
Lee Financial
Texas
$13K – – –
DOA
1706
D'Orazio & Associates
Virginia
$13K +$13.7K +35 New
TAM
1707
Tucker Asset Management
Colorado
$11.2K – – –
AAP
1708
Arax Advisory Partners
Colorado
$11K – – –
BWP
1709
Baldwin Wealth Partners
Massachusetts
$11K – – –
HFA
1710
HC Financial Advisors
California
$11K – – –
CAM
1711
CenterStar Asset Management
Illinois
$10K – – –
HWM
1712
HighMark Wealth Management
Minnesota
$9K -$1.95K -5 -17%
CFFP
1713
Center for Financial Planning
Michigan
$9K – – –
CFA
1714
Cahill Financial Advisors
Minnesota
$9K +$9.37K +24 New
AW
1715
Avion Wealth
Texas
$8K – – –
TI
1716
Truehand Inc
New Hampshire
$8K – – –
BFG
1717
Baron Financial Group
New Jersey
$7.56K – – –
AS
1718
Altshuler Shaham
Israel
$7K -$255K -653 -97%
CCA
1719
Column Capital Advisors
Indiana
$7K – – –
Kayne Anderson Rudnick Investment Management
1720
Kayne Anderson Rudnick Investment Management
California
$7K – – –
SAM
1721
Strategic Asset Management
Minnesota
$7K +$7.03K +18 New
AP
1722
Atwood & Palmer
Missouri
$6K – – –
MIM
1723
Macroview Investment Management
Maryland
$6K – – –
M
1724
MOTCO
Texas
$6K – – –
CTB
1725
Country Trust Bank
Illinois
$6K +$6.64K +17 New