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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1851
Plante Moran Financial Advisors
Michigan
$56.3K – – –
NMG
1852
New Millennium Group
Utah
$55.6K -$16K -48 -25%
S
1853
Sachetta
Massachusetts
$54.8K +$47.4K +142 New
IRAG
1854
Investment Research & Advisory Group
Georgia
$53.6K – – –
KFI
1855
Key Financial Inc
Pennsylvania
$53.2K – – –
AWM
1856
Activest Wealth Management
Florida
$53.1K +$38.7K +116 +527%
Kayne Anderson Rudnick Investment Management
1857
Kayne Anderson Rudnick Investment Management
California
$50.5K +$34K +102 +352%
BFPW
1858
BOK Financial Private Wealth
Colorado
$49K +$7.01K +21 +20%
TC
1859
Tacita Capital
Ontario, Canada
$48.2K – – –
EWM
1860
Evermay Wealth Management
Virginia
$47.1K -$25K -75 -38%
BSWA
1861
Bromfield Sneider Wealth Advisors
Massachusetts
$46.3K – – –
GKIM
1862
GW&K Investment Management
Massachusetts
$46K +$5.34K +16 +15%
KFS
1863
Kelly Financial Services
Massachusetts
$44.5K +$4.67K +14 +14%
SIC
1864
SJS Investment Consulting
Ohio
$43.7K -$9.68K -29 -20%
PB
1865
Pinnacle Bancorp
Nebraska
$42.8K – – –
SL
1866
Salomon & Ludwin
Virginia
$42.1K – – –
WIA
1867
Wetzel Investment Advisors
Indiana
$42K +$36.4K +109 New
RFS
1868
Richardson Financial Services
Massachusetts
$40.5K +$35K +105 New
WPA
1869
West Paces Advisors
Georgia
$39.3K +$2.67K +8 +9%
PCFFS
1870
Pacific Center for Financial Services
California
$39.3K – – –
GWMIA
1871
Global Wealth Management Investment Advisory
Florida
$38.6K – – –
SRCM
1872
Signature Resources Capital Management
California
$38.6K +$33.4K +100 New
NF
1873
Norwood Financial
Pennsylvania
$38.6K -$16.7K -50 -33%
PP
1874
PFS Partners
New Jersey
$37.6K – – –
CA
1875
Centerpoint Advisors
Massachusetts
$35K – – –