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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
2901
Bay Harbor Wealth Management
Maryland
$44.1K +$5.71K +7 +16%
APW
2902
Atlantic Private Wealth
North Carolina
$44K – – –
AT
2903
Avenir Tech
Hong Kong
$44K – – –
FUBT
2904
First United Bank & Trust
Maryland
$44K – – –
GK
2905
Graney & King
New York
$44K – – –
CA
2906
Cresta Advisors
Texas
$44K +$40.8K +50 New
OCM
2907
Osbon Capital Management
Massachusetts
$42.2K +$39.2K +48 New
SA
2908
Seneschal Advisors
Washington
$41.3K – – –
ASCM
2909
Adkins Seale Capital Management
Louisiana
$38.7K +$35.9K +44 New
AFC
2910
Ares Financial Consulting
California
$38.6K +$35.9K +44 New
OCM
2911
Osterweis Capital Management
California
$37.8K +$35.1K +43 New
TWD
2912
True Wealth Design
Ohio
$36.9K -$2.45K -3 -7%
JGCM
2913
Joseph Group Capital Management
Ohio
$36.9K +$34.3K +42 New
CSC
2914
Caldwell Sutter Capital
California
$35.2K – – –
MWA
2915
Medallion Wealth Advisors
Connecticut
$35.2K – – –
EF
2916
Entrust Financial
Pennsylvania
$34.3K +$31.8K +39 New
PSFG
2917
Park Square Financial Group
Georgia
$33.8K +$14.7K +18 +44%
NMG
2918
New Millennium Group
Utah
$33.7K -$1.63K -2 -5%
CFM
2919
Cornerstone Financial Management
Massachusetts
$33.4K +$31K +38 New
KBFS
2920
Kohmann Bosshard Financial Services
Ohio
$31.3K +$30.2K +37 New
CCM
2921
Copeland Capital Management
Pennsylvania
$29.9K – – –
CT
2922
Clearstead Trust
Maine
$29K -$8.98K -11 -25%
MPW
2923
MASECO Private Wealth
$28.6K -$45.7K -56 -63%
AI
2924
Atomic Invest
New York
$28.3K +$26.1K +32 New
BTC
2925
Bank & Trust Company
Illinois
$28.1K – – –