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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
1826
Marks Group Wealth Management
Minnesota
$950K +$1.95K +2 +0.2%
IAG
1827
Ipsen Advisor Group
Arkansas
$944K – – –
LFG
1828
Lazard Frères Gestion
France
$941K – – –
CWWM
1829
Clear Wave Wealth Management
New Jersey
$941K +$175K +179 +24%
Kovitz Investment Group Partners
1830
Kovitz Investment Group Partners
Illinois
$940K +$148K +152 +20%
FMN
1831
Financial Management Network
California
$939K – – –
GS
1832
GWN Securities
Florida
$938K +$79.9K +82 +10%
LOWM
1833
Laurel Oak Wealth Management
New Jersey
$937K +$11.7K +12 +1%
SGI
1834
Summit Global Investments
Utah
$933K -$351K -360 -28%
IIL
1835
Income Insurance Ltd
$931K – – –
PG
1836
Prostatis Group
Maryland
$931K -$50.7K -52 -5%
PAA
1837
Peregrine Asset Advisers
Oregon
$929K -$51.7K -53 -5%
SEIA
1838
Signature Estate & Investment Advisors
California
$928K -$622K -638 -41%
Kayne Anderson Rudnick Investment Management
1839
Kayne Anderson Rudnick Investment Management
California
$927K +$620K +636 +227%
LFA
1840
Lauterbach Financial Advisors
Texas
$927K +$3.9K +4 +0.4%
HL
1841
HeadInvest LLC
Maine
$925K +$52.6K +54 +6%
LGA
1842
Lebenthal Global Advisors
New York
$924K -$407K -417 -31%
BOM
1843
Bank of Marin
California
$915K – – –
1M
1844
1248 Management
Missouri
$914K -$401K -411 -31%
DE
1845
Diversified Enterprises
Delaware
$912K -$47.8K -49 -5%
PFGIA
1846
Patriot Financial Group Insurance Agency
Massachusetts
$912K -$815K -836 -48%
RBC
1847
Romano Brothers & Co
Illinois
$910K – – –
BPWM
1848
Badgley Phelps Wealth Managers
Washington
$907K +$131K +134 +18%
EL
1849
EWA LLC
Pennsylvania
$907K +$28.3K +29 +3%
SWM
1850
SeaCrest Wealth Management
New York
$907K -$681K -698 -44%