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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2476
MorganRosel Wealth Management
Colorado
$4.92K +$5.42K +9 New
SIM
2477
Synergy Investment Management
Florida
$4.37K – – –
CMA
2478
Cedar Mountain Advisors
Oregon
$3.82K – – –
HWM
2479
Horizons Wealth Management
North Carolina
$3.82K – – –
SAS
2480
Spurstone Advisory Services
Connecticut
$3.82K – – –
PS
2481
PayPay Securities
Japan
$3.3K -$2.41K -4 -40%
CIM
2482
Contravisory Investment Management
Massachusetts
$3.28K – – –
MDA
2483
Minot DeBlois Advisors
Massachusetts
$2.92K – – –
KPP
2484
Kings Path Partners
Texas
$2.73K – – –
BFS
2485
Bare Financial Services
Pennsylvania
$2.73K +$3.01K +5 New
IHWM
2486
Iron Horse Wealth Management
Iowa
$2.73K +$3.01K +5 New
BA
2487
Bellwether Advisors
Nebraska
$2.19K – – –
RPA
2488
Redwood Park Advisors
California
$1.64K – – –
KWM
2489
Kiker Wealth Management
Georgia
$1.64K +$1.8K +3 New
1IA
2490
1620 Investment Advisors
Massachusetts
$1.29K – – –
DWM
2491
Dogwood Wealth Management
Kansas
$1.09K +$1.2K +2 New
BMC
2492
Bear Mountain Capital
Washington
$564 +$602 +1 New
BGWM
2493
Bridge Generations Wealth Management
Florida
$547 – – –
CIAM
2494
Caitong International Asset Management
Hong Kong
$546 -$285K -473 -100%
LCM
2495
Logan Capital Management
Pennsylvania
$546 – – –
Arrowstreet Capital
2496
Arrowstreet Capital
Massachusetts
– -$490M -855,074 Closed
NCM
2497
Nearwater Capital Markets
Ireland
– -$101M -176,000 Closed
Marshall Wace
2498
Marshall Wace
United Kingdom
– -$88.2M -154,089 Closed
Point72 Asset Management
2499
Point72 Asset Management
Connecticut
– -$70.9M -117,885 Closed
SC
2500
Shellback Capital
Massachusetts
– -$48.7M -85,000 Closed