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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
2776
Evermay Wealth Management
Virginia
$182K – – –
JFA
2777
JNBA Financial Advisors
Minnesota
$178K +$816 +1 +0.5%
SMFG
2778
Sumitomo Mitsui Financial Group
Japan
$178K +$163K +200 New
UIA
2779
Ulland Investment Advisors
Minnesota
$176K – – –
SA
2780
Strategic Advocates
Utah
$176K – – –
VCMGDR
2781
Vinland Capital Management Gestora de Recursos
Brazil
$174K +$162K +198 New
DF
2782
Dunhill Financial
United Kingdom
$174K +$3.26K +4 +2%
ECA
2783
Elevated Capital Advisors
Utah
$173K +$161K +197 New
SRCM
2784
Signature Resources Capital Management
California
$171K +$4.08K +5 +3%
APW
2785
Aventura Private Wealth
Florida
$167K +$3.26K +4 +2%
GAMC
2786
Garner Asset Management Corp
Texas
$166K +$154K +189 New
GFA
2787
Godfrey Financial Associates
New York
$166K +$154K +189 New
C
2788
Covestor
United Kingdom
$162K +$26.9K +33 +22%
AFG
2789
Albion Financial Group
Utah
$162K +$117K +144 +360%
RFS
2790
Richardson Financial Services
Massachusetts
$162K +$12.2K +15 +9%
ANBT
2791
American National Bank & Trust
Texas
$161K – – –
BLC
2792
Brown, Lisle/Cummings
Rhode Island
$161K – – –
1CP
2793
1015 Capital Partners
Pennsylvania
$159K +$148K +181 New
AWM
2794
Abound Wealth Management
Tennessee
$158K +$12.2K +15 +9%
TC
2795
Trust Company
Kansas
$156K +$104K +127 +254%
IWP
2796
IAG Wealth Partners
Wisconsin
$153K – – –
IWM
2797
Inlight Wealth Management
Georgia
$153K – – –
JFGIW
2798
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151K -$13.1K -16 -9%
CAM
2799
Costello Asset Management
Pennsylvania
$149K – – –
HNW
2800
High Note Wealth
Minnesota
$144K -$7.34K -9 -5%