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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
JF
1926
Joule Financial
Kentucky
– -$213K -619 Closed
ZCM
1927
Ziegler Capital Management
Illinois
– -$212K -616 Closed
SCM
1928
Schnieders Capital Management
California
– -$210K -610 Closed
RIA
1929
Realta Investment Advisors
Delaware
– -$208K -605 Closed
OL
1930
Optas LLC
Texas
– -$207K -603 Closed
CF
1931
Cantor Fitzgerald
New York
– -$206K -600 Closed
LA
1932
LVW Advisors
New York
– -$206K -600 Closed
SG
1933
Sharper & Granite
California
– -$206K -600 Closed
SSA
1934
South Street Advisors
New York
– -$206K -600 Closed
UAM
1935
Unison Asset Management
Florida
– -$206K -600 Closed
TFA
1936
Teamwork Financial Advisors
Texas
– -$205K -596 Closed
FIM
1937
Freedom Investment Management
Connecticut
– -$204K -595 Closed
IA
1938
Insight Advisors
Pennsylvania
– -$206K -595 Closed
SPI
1939
Santori & Peters Inc
Pennsylvania
– -$204K -595 Closed
AA
1940
Apriem Advisors
California
– -$204K -594 Closed
TA
1941
Trellis Advisors
Washington
– -$202K -588 Closed
KA
1942
Kercheville Advisors
Texas
– -$201K -585 Closed
BIA
1943
Benchmark Investment Advisors
Illinois
– -$201K -584 Closed
SWM
1944
Scissortail Wealth Management
Oklahoma
– -$204K -550 Closed
OIM
1945
Oder Investment Management
California
– -$168K -489 Closed
MPCL
1946
My Personal CFO LLC
Washington
– -$125K -364 Closed
RBC
1947
Romano Brothers & Co
Illinois
– -$106K -308 Closed
VC
1948
Vestor Capital
Illinois
– -$103K -300 Closed
LAM
1949
Lakewood Asset Management
Illinois
– -$100K -292 Closed
OWA
1950
One Wealth Advisors
California
– -$99.2K -289 Closed