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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1701
Sound Income Strategies
Florida
$17K -$2.49K -8 -12%
AAP
1702
Arax Advisory Partners
Colorado
$17K – – –
AWM
1703
Accel Wealth Management
Iowa
$17K +$2.18K +7 +14%
HFA
1704
HC Financial Advisors
California
$17K +$8.41K +27 +90%
AIP
1705
Ahrens Investment Partners
Louisiana
$16K – – –
LF
1706
Lee Financial
Texas
$16K +$5.29K +17 +49%
TC
1707
Truvestments Capital
Florida
$15K +$15.6K +50 New
HR
1708
Howe & Rusling
New York
$15K +$16.2K +52 New
FP
1709
Financial Perspectives
Minnesota
$15K – – –
CQS
1710
Credential Qtrade Securities
$13.7K +$14.3K +46 New
CAM
1711
ClariVest Asset Management
California
$13K -$12.6M -40,464 -100%
AFG
1712
Albion Financial Group
Utah
$13K – – –
BWM
1713
BerganKDV Wealth Management
Minnesota
$13K +$623 +2 +5%
BCM
1714
Bourgeon Capital Management
Connecticut
$12K – – –
WOC
1715
West Oak Capital
California
$12K – – –
Kayne Anderson Rudnick Investment Management
1716
Kayne Anderson Rudnick Investment Management
California
$11K – – –
WBC
1717
West Branch Capital
Massachusetts
$11K – – –
WAS
1718
Winch Advisory Services
Wisconsin
$11K – – –
HFS
1719
Heritage Financial Services
Massachusetts
$11K +$12.5K +40 New
BCPWM
1720
Bradley & Co Private Wealth Management
Florida
$10K – – –
CP
1721
Corbenic Partners
Pennsylvania
$10K – – –
HWM
1722
HighMark Wealth Management
Minnesota
$10K +$3.11K +10 +42%
SC
1723
Schubert & Co
Texas
$10K +$5.29K +17 +106%
RAM
1724
Riggs Asset Management
Pennsylvania
$9K -$4.73M -15,200 -100%
MSE
1725
MUFG Securities EMEA
United Kingdom
$9K – – –