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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
ISFAN
2651
Investor's Fiduciary Advisor Network
Washington
$224K +$236K +265 New
SP
2652
Symmetry Partners
Connecticut
$224K -$2.68K -3 -1%
EW
2653
Element Wealth
Mississippi
$223K -$21.4K -24 -8%
CPC
2654
Cadia Private Client
New Jersey
$223K +$235K +263 New
HIS
2655
Harvest Investment Services
Illinois
$222K -$115K -129 -33%
MIP
2656
Marietta Investment Partners
Wisconsin
$222K -$23.2K -26 -9%
PWA
2657
Physician Wealth Advisors
Utah
$221K +$28.5K +32 +14%
SWM
2658
Stockman Wealth Management
Montana
$221K – – –
PWP
2659
Parkwoods Wealth Partners
New York
$221K -$42.8K -48 -16%
OWM
2660
Orca Wealth Management
Florida
$221K +$892 +1 +0.4%
VCM
2661
Vines Capital Management
Louisiana
$220K +$2.68K +3 +1%
TL
2662
Tradewinds LLC
North Carolina
$220K +$212K +238 New
JCFM
2663
JBR Co Financial Management
Oklahoma
$220K – – –
SWG
2664
Summit Wealth Group
Vermont
$219K – – –
WSWA
2665
Warren Street Wealth Advisors
California
$219K +$892 +1 +0.4%
EWA
2666
Exit Wealth Advisors
Georgia
$219K +$892 +1 +0.4%
FFG
2667
Fortem Financial Group
California
$219K -$1.78K -2 -0.8%
GIA
2668
Guyasuta Investment Advisors
Pennsylvania
$218K +$892 +1 +0.4%
W
2669
Wealthquest
Ohio
$218K +$230K +258 New
BIA
2670
Bell Investment Advisors
California
$217K -$16.9K -19 -7%
BCP
2671
Berkeley Capital Partners
Georgia
$217K +$5.35K +6 +2%
BLC
2672
Brown, Lisle/Cummings
Rhode Island
$217K +$66K +74 +40%
CSF
2673
Capital Squared Financial
Maryland
$217K +$228K +256 New
WF
2674
WealthPoint Financial
North Carolina
$217K -$4.46K -5 -2%
CFA
2675
CWS Financial Advisors
Michigan
$217K +$5.35K +6 +2%