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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
2526
Chilton Capital Management
Texas
$29K -$18.5K -32 -44%
CSC
2527
Caldwell Sutter Capital
California
$28.3K -$27.2K -47 -54%
CTWM
2528
Cherry Tree Wealth Management
Minnesota
$28.3K – – –
CPA
2529
Compass Planning Associates
Massachusetts
$28.3K – – –
MWA
2530
Medallion Wealth Advisors
Connecticut
$28.3K -$1.16K -2 -5%
BI
2531
Binnacle Investments
Iowa
$27.6K -$1.74K -3 -7%
BHWM
2532
Bay Harbor Wealth Management
Maryland
$26.8K +$1.74K +3 +9%
DWM
2533
Dogwood Wealth Management
Kansas
$26.5K +$20.9K +36 +1,800%
AFG
2534
Albion Financial Group
Utah
$26.2K – – –
Q1WB
2535
Quest 10 Wealth Builders
Virginia
$25.6K – – –
WA
2536
WestEnd Advisors
North Carolina
$24.5K -$47.3M -81,636 -100%
FCT
2537
First Community Trust
Iowa
$24.1K – – –
CYG
2538
Clean Yield Group
Vermont
$24.1K +$19.7K +34 New
CCM
2539
Copeland Capital Management
Pennsylvania
$24.1K – – –
T
2540
Transce3nd
Texas
$23.4K – – –
EP
2541
Essential Partners
California
$23.4K +$19.1K +33 New
CAWM
2542
Capital A Wealth Management
Pennsylvania
$23.2K -$38.8K -67 -53%
PA
2543
Pineridge Advisors
Missouri
$22.8K – – –
BTC
2544
Bank & Trust Company
Illinois
$22.6K – – –
BFPW
2545
BOK Financial Private Wealth
Colorado
$21.9K -$41.7K -72 -70%
MSFP
2546
Mark Sheptoff Financial Planning
Connecticut
$21.9K +$3.48K +6 +24%
CFFP
2547
Center for Financial Planning
Michigan
$19.8K – – –
RTL
2548
Red Tortoise LLC
Georgia
$19.3K – – –
PCM
2549
Penserra Capital Management
California
$19K – – –
AIC
2550
Archer Investment Corporation
Indiana
$17.8K +$579 +1 +4%