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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
IRAG
1776
Investment Research & Advisory Group
Georgia
$17K
CI
1777
Cordant Inc
Oregon
$17K +$18K +51 New
FP
1778
Financial Perspectives
Minnesota
$16.6K
AFG
1779
Albion Financial Group
Utah
$15K -$35.3K -100 -69%
CI Investments Inc
1780
CI Investments Inc
Ontario, Canada
$14K
WAS
1781
Winch Advisory Services
Wisconsin
$13K -$312K -883 -96%
WOC
1782
West Oak Capital
California
$13K -$106K -300 -88%
BWM
1783
BerganKDV Wealth Management
Minnesota
$13K
BCM
1784
Bourgeon Capital Management
Connecticut
$13K
Kayne Anderson Rudnick Investment Management
1785
Kayne Anderson Rudnick Investment Management
California
$13K
WBC
1786
West Branch Capital
Massachusetts
$13K
LF
1787
Lee Financial
Texas
$12K -$1.77K -5 -13%
BCPWM
1788
Bradley & Co Private Wealth Management
Florida
$12K
GKIM
1789
GW&K Investment Management
Massachusetts
$12K +$12.4K +35 New
CP
1790
Corbenic Partners
Pennsylvania
$11K
MSE
1791
MUFG Securities EMEA
United Kingdom
$10K -$12M -33,990 -100%
FBT
1792
First Bank & Trust
South Dakota
$10K -$393K -1,114 -97%
HFA
1793
HC Financial Advisors
California
$10K
EWM
1794
Evermay Wealth Management
Virginia
$10K +$10.9K +31 New
BHWM
1795
Bay Harbor Wealth Management
Maryland
$9K +$9.54K +27 New
FIA
1796
FNY Investment Advisers
New York
$9K +$10.6K +30 New
TAM
1797
Tucker Asset Management
Colorado
$8.91K
CFFP
1798
Center for Financial Planning
Michigan
$8K
KFI
1799
Key Financial Inc
Pennsylvania
$8K
HWM
1800
HighMark Wealth Management
Minnesota
$8K +$353 +1 +4%