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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
SRC
2501
Sage Rhino Capital
California
$203K +$189K +255 New
BDF
2502
Black Diamond Financial
Maryland
$202K +$188K +254 New
LF
2503
Lee Financial
Texas
$201K +$187K +253 New
SPI
2504
Sutton Place Investors
New York
$201K +$187K +252 New
SAS
2505
Stelac Advisory Services
New York
$200K -$10.4K -14 -5%
AG
2506
AmeriFlex Group
Nevada
$199K +$110K +148 +145%
KFA
2507
Kelleher Financial Advisors
New York
$198K -$1.16M -1,560 -86%
BIA
2508
Bell Investment Advisors
California
$197K
MIA
2509
MeadowBrook Investment Advisors
Michigan
$195K +$141K +190 +345%
BGAI
2510
Bruce G. Allen Investments
Colorado
$191K -$4.45K -6 -2%
HWA
2511
HHM Wealth Advisors
Tennessee
$188K -$66K -89 -27%
SIS
2512
Strategic Investment Solutions
Illinois
$187K +$741 +1 +0.4%
PAG
2513
Paladin Advisory Group
Iowa
$186K
KFGG
2514
Keystone Financial Group (Georgia)
Georgia
$185K +$11.9K +16 +7%
BGA
2515
Battery Global Advisors
Massachusetts
$182K
MCI
2516
MRP Capital Investments
Georgia
$180K -$25.9K -35 -12%
SL
2517
Salomon & Ludwin
Virginia
$179K +$77.8K +105 +87%
IRAG
2518
Investment Research & Advisory Group
Georgia
$178K +$1.48K +2 +0.9%
NC
2519
North Capital
Utah
$178K +$5.19K +7 +3%
PWA
2520
Physician Wealth Advisors
Utah
$175K +$47.4K +64 +41%
SAM
2521
Sherman Asset Management
California
$174K
CCM
2522
Chilton Capital Management
Texas
$172K +$130K +175 +427%
SN
2523
Sittner & Nelson
Oregon
$165K
EWM
2524
Evermay Wealth Management
Virginia
$165K
JFA
2525
JNBA Financial Advisors
Minnesota
$161K