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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
CASB
2476
Cape Ann Savings Bank
Massachusetts
$357K -$16.6K -17 -5%
KIA
2477
Kraematon Investment Advisors
Massachusetts
$357K – – –
AGP
2478
Autumn Glory Partners
Texas
$356K – – –
WIM
2479
Warwick Investment Management
Texas
$356K +$23.4K +24 +7%
MAG
2480
M3 Advisory Group
Massachusetts
$356K -$11.7K -12 -3%
FGG
2481
Financial Guidance Group
Florida
$355K – – –
HIC
2482
Harvey Investment Company
Kentucky
$354K – – –
PWMG
2483
Pinnacle Wealth Management Group
Michigan
$354K – – –
DWM
2484
DecisionMap Wealth Management
Virginia
$354K +$10.7K +11 +3%
MEG
2485
Millstone Evans Group
Colorado
$354K +$12.7K +13 +4%
CWM
2486
Centurion Wealth Management
Virginia
$353K +$15.6K +16 +5%
EC
2487
Eaton-Cambridge
Arizona
$353K +$340K +349 New
DCM
2488
Dudley Capital Management
Virginia
$352K +$339K +348 New
PWP
2489
Parkwoods Wealth Partners
New York
$352K +$84.8K +87 +33%
TCBWMS
2490
Texas Capital Bank Wealth Management Services
Texas
$352K +$339K +348 New
PWA
2491
Pitcairn Wealth Advisors
Pennsylvania
$351K – – –
TNB
2492
Thomasville National Bank
Georgia
$351K +$338K +347 New
BSSFA
2493
Baron Silver Stevens Financial Advisors
Florida
$350K -$3.9K -4 -1%
TIAA Trust, National Association
2494
TIAA Trust, National Association
North Carolina
$350K -$144K -148 -30%
UWP
2495
Uniting Wealth Partners
Kansas
$350K -$114K -117 -25%
MFC
2496
Mechanics Financial Corp
Ohio
$350K +$50.7K +52 +18%
PC
2497
Port Capital
Illinois
$350K +$337K +346 New
LCAM
2498
London & Capital Asset Management
United Kingdom
$350K -$247K -253 -42%
WCCM
2499
Willow Creek Capital Management
Montana
$348K +$335K +344 New
WWA
2500
Wingate Wealth Advisors
Massachusetts
$348K – – –