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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
IQI
1826
Integrated Quantitative Investments
Washington
$759K +$704K +863 New
PCA
1827
Private Capital Advisors
Connecticut
$756K – – –
ATFA
1828
All Terrain Financial Advisors
Minnesota
$756K +$212K +260 +43%
MAMU
1829
Myriad Asset Management US
Florida
$754K -$1.8M -2,209 -72%
QWM
1830
Quadcap Wealth Management
Texas
$754K +$42.4K +52 +6%
DP
1831
Dearborn Partners
Illinois
$753K +$376K +461 +116%
IP
1832
Investment Partners
Ohio
$753K +$7.34K +9 +1%
GFPC
1833
Global Financial Private Client
Florida
$751K +$4.08K +5 +0.6%
FCH
1834
Freestone Capital Holdings
Washington
$751K -$4.08K -5 -0.6%
MP
1835
Moment Partners
California
$747K -$1.63K -2 -0.2%
CFS
1836
CRA Financial Services
New Jersey
$746K +$8.16K +10 +1%
WCM
1837
WealthBridge Capital Management
Ohio
$746K +$816 +1 +0.1%
SIM
1838
Sentry Investment Management
Wisconsin
$744K – – –
WAM
1839
Walker Asset Management
Missouri
$741K +$3.26K +4 +0.5%
BBES
1840
Buffalo Business & Estate Services
New York
$740K +$687K +842 New
WI
1841
WrapManager Inc
California
$740K -$86.5K -106 -11%
BCG
1842
Breakwater Capital Group
New Jersey
$740K -$8.16K -10 -1%
SPAS
1843
Spectrum Planning & Advisory Services
California
$740K +$8.16K +10 +1%
Connor, Clark & Lunn Investment Management (CC&L)
1844
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$739K -$4.14M -5,078 -86%
CAI
1845
Capital Advisors Inc
Oklahoma
$738K +$292K +358 +74%
ICP
1846
Impact Capital Partners
Colorado
$738K – – –
GCP
1847
GSA Capital Partners
United Kingdom
$738K -$344K -422 -33%
SW
1848
SMART Wealth
Nebraska
$738K -$425K -521 -38%
GPI
1849
General Partner Inc
Pennsylvania
$737K – – –
WAU
1850
Wellington-Altus USA
Manitoba, Canada
$736K +$683K +837 New