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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2701
SpringVest Wealth Management
Texas
$217K +$202K +247 New
EAM
2702
Evanson Asset Management
California
$216K -$55.5K -68 -22%
CFP
2703
Cascade Financial Partners
California
$216K +$201K +246 New
ZAM
2704
Zevin Asset Management
Massachusetts
$215K -$63.6K -78 -24%
5SA
2705
5th Street Advisors
Connecticut
$215K +$200K +245 New
ACM
2706
Alessandra Capital Management
California
$215K +$200K +245 New
AWG
2707
Altus Wealth Group
Colorado
$215K +$200K +245 New
AP
2708
Anchyra Partners
Georgia
$215K +$200K +245 New
MCM
2709
M1 Capital Management
Michigan
$215K +$200K +245 New
MAM
2710
Mainsail Asset Management
Alabama
$214K -$80K -98 -29%
BC
2711
Brio Consultants
California
$214K +$199K +244 New
CPW
2712
Cogent Private Wealth
Florida
$214K +$199K +244 New
FGWP
2713
Founders Grove Wealth Partners
Virginia
$214K +$199K +244 New
VHAM
2714
Van Hulzen Asset Management
California
$214K +$199K +244 New
2L
2715
25 LLC
Missouri
$214K +$198K +243 New
AA
2716
Ahara Advisors
New Jersey
$214K +$198K +243 New
FB
2717
Finward Bancorp
Indiana
$214K +$198K +243 New
DAM
2718
DLD Asset Management
New York
$212K -$27.7K -34 -12%
AOWM
2719
Alpha Omega Wealth Management
Virginia
$212K +$197K +241 New
VPW
2720
Vericrest Private Wealth
Pennsylvania
$212K +$197K +241 New
RWP
2721
Ridgecrest Wealth Partners
California
$211K +$196K +240 New
SAS
2722
Stelac Advisory Services
New York
$210K -$9.79K -12 -5%
SCI
2723
Silver Coast Investments
United States
$210K +$195K +239 New
AAG
2724
Asset Advisory Group
New Jersey
$209K +$194K +238 New
APW
2725
Axim Planning & Wealth
Ohio
$208K +$193K +237 New