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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
2501
Purkiss Capital Advisors
Connecticut
$204K +$190K +256 New
GIA
2502
Guyasuta Investment Advisors
Pennsylvania
$204K +$190K +256 New
SRC
2503
Sage Rhino Capital
California
$203K +$189K +255 New
BDF
2504
Black Diamond Financial
Maryland
$202K +$188K +254 New
LF
2505
Lee Financial
Texas
$201K +$187K +253 New
SPI
2506
Sutton Place Investors
New York
$201K +$187K +252 New
SAS
2507
Stelac Advisory Services
New York
$200K -$10.4K -14 -5%
AG
2508
AmeriFlex Group
Nevada
$199K +$110K +148 +145%
KFA
2509
Kelleher Financial Advisors
New York
$198K -$1.16M -1,560 -86%
BIA
2510
Bell Investment Advisors
California
$197K – – –
MIA
2511
MeadowBrook Investment Advisors
Michigan
$195K +$141K +190 +345%
BGAI
2512
Bruce G. Allen Investments
Colorado
$191K -$4.45K -6 -2%
HWA
2513
HHM Wealth Advisors
Tennessee
$188K -$66K -89 -27%
SIS
2514
Strategic Investment Solutions
Illinois
$187K +$741 +1 +0.4%
PAG
2515
Paladin Advisory Group
Iowa
$186K – – –
KFGG
2516
Keystone Financial Group (Georgia)
Georgia
$185K +$11.9K +16 +7%
BGA
2517
Battery Global Advisors
Massachusetts
$182K – – –
MCI
2518
MRP Capital Investments
Georgia
$180K -$25.9K -35 -12%
SL
2519
Salomon & Ludwin
Virginia
$179K +$77.8K +105 +87%
IRAG
2520
Investment Research & Advisory Group
Georgia
$178K +$1.48K +2 +0.9%
NC
2521
North Capital
Utah
$178K +$5.19K +7 +3%
PWA
2522
Physician Wealth Advisors
Utah
$175K +$47.4K +64 +41%
SAM
2523
Sherman Asset Management
California
$174K – – –
CCM
2524
Chilton Capital Management
Texas
$172K +$130K +175 +427%
SN
2525
Sittner & Nelson
Oregon
$165K – – –