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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1776
Accel Wealth Management
Iowa
$17K – – –
CB
1777
Community Bank
New York
$17K – – –
IRAG
1778
Investment Research & Advisory Group
Georgia
$17K – – –
CI
1779
Cordant Inc
Oregon
$17K +$18K +51 New
FP
1780
Financial Perspectives
Minnesota
$16.6K – – –
AFG
1781
Albion Financial Group
Utah
$15K -$35.3K -100 -69%
CI Investments Inc
1782
CI Investments Inc
Ontario, Canada
$14K – – –
WAS
1783
Winch Advisory Services
Wisconsin
$13K -$312K -883 -96%
WOC
1784
West Oak Capital
California
$13K -$106K -300 -88%
BWM
1785
BerganKDV Wealth Management
Minnesota
$13K – – –
BCM
1786
Bourgeon Capital Management
Connecticut
$13K – – –
Kayne Anderson Rudnick Investment Management
1787
Kayne Anderson Rudnick Investment Management
California
$13K – – –
WBC
1788
West Branch Capital
Massachusetts
$13K – – –
LF
1789
Lee Financial
Texas
$12K -$1.77K -5 -13%
BCPWM
1790
Bradley & Co Private Wealth Management
Florida
$12K – – –
GKIM
1791
GW&K Investment Management
Massachusetts
$12K +$12.4K +35 New
CP
1792
Corbenic Partners
Pennsylvania
$11K – – –
MSE
1793
MUFG Securities EMEA
United Kingdom
$10K -$12M -33,990 -100%
FBT
1794
First Bank & Trust
South Dakota
$10K -$393K -1,114 -97%
HFA
1795
HC Financial Advisors
California
$10K – – –
EWM
1796
Evermay Wealth Management
Virginia
$10K +$10.9K +31 New
BHWM
1797
Bay Harbor Wealth Management
Maryland
$9K +$9.54K +27 New
FIA
1798
FNY Investment Advisers
New York
$9K +$10.6K +30 New
TAM
1799
Tucker Asset Management
Colorado
$8.91K – – –
CFFP
1800
Center for Financial Planning
Michigan
$8K – – –