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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1801
Grandview Asset Management
Pennsylvania
$279K -$33.3K -68 -11%
Betterment LLC
1802
Betterment LLC
New York
$279K +$2.94K +6 +1%
FFG
1803
Fortem Financial Group
California
$278K +$275K +562 New
DPI
1804
Diversified Portfolios Inc
Michigan
$278K -$21.5K -44 -7%
RMC
1805
Resources Management Corp
Connecticut
$277K -$17.1K -35 -6%
SWM
1806
Scissortail Wealth Management
Oklahoma
$277K -$272K -557 -100%
LEA
1807
Legacy Edge Advisors
New York
$276K -$1.47K -3 -0.5%
SAM
1808
Secure Asset Management
Michigan
$274K +$1.96K +4 +0.7%
MA
1809
Mezzasalma Advisors
New Jersey
$274K – – –
TFF
1810
The Family Firm
Maryland
$274K +$1.47K +3 +0.5%
FCAS
1811
First Command Advisory Services
Texas
$273K +$10.8K +22 +4%
DWA
1812
Dorsey Wright & Associates
California
$273K +$270K +551 New
LTAS
1813
Linden Thomas Advisory Services
North Carolina
$273K +$15.2K +31 +6%
RAM
1814
Ramirez Asset Management
New York
$272K +$73.4K +150 +38%
HDIM
1815
Hanson & Doremus Investment Management
Vermont
$272K -$20.5K -42 -7%
AIMA
1816
Ables Iannone Moore & Associates
Georgia
$271K – – –
KCM
1817
KRS Capital Management
Michigan
$271K – – –
NCM
1818
Northside Capital Management
Oregon
$271K – – –
WKWM
1819
Walter & Keenan Wealth Management
Indiana
$270K -$4.89K -10 -2%
V
1820
ViaWealth
Kansas
$270K +$978 +2 +0.4%
FPW
1821
Flagship Private Wealth
Massachusetts
$270K – – –
T
1822
TOBAM
France
$269K – – –
GLLW
1823
Graves Light Lenhart Wealth
Virginia
$269K -$90.5K -185 -25%
MC
1824
Machina Capital
France
$268K +$265K +542 New
LSIA
1825
LaSalle St. Investment Advisors
Illinois
$268K +$265K +542 New