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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
BH
2901
Burk Holdings
Oklahoma
$23.7K +$25K +28 New
TTIC
2902
Tower Trust & Investment Company
Iowa
$23.7K +$22.3K +25 +833%
TWM
2903
TopTier Wealth Management
Wisconsin
$23.2K +$24.1K +27 New
RTL
2904
Red Tortoise LLC
Georgia
$23K
MSFP
2905
Mark Sheptoff Financial Planning
Connecticut
$23K
RC
2906
Rexford Capital
Texas
$22.8K +$8.92K +10 +59%
KCM
2907
Key Capital Management
Tennessee
$22K +$6.25K +7 +37%
KFP
2908
Kerr Financial Planning
California
$21.7K +$4.46K +5 +26%
EF
2909
Entrust Financial
Pennsylvania
$21.1K -$12.5K -14 -36%
MWM
2910
Mascoma Wealth Management
New Hampshire
$21.1K -$3.57K -4 -14%
CTC
2911
Cetera Trust Company
Minnesota
$21.1K
DPW
2912
DiNuzzo Private Wealth
Pennsylvania
$21.1K
MWPCG
2913
Measured Wealth Private Client Group
New Hampshire
$21.1K
VWA
2914
VSM Wealth Advisory
Maryland
$21.1K +$8.92K +10 +67%
B
2915
Birchbrook
Maine
$21.1K +$22.3K +25 New
PSB
2916
Piscataqua Savings Bank
New Hampshire
$20.3K
PCM
2917
Penserra Capital Management
California
$20K
WAS
2918
Winch Advisory Services
Wisconsin
$19.8K -$4.46K -5 -18%
FFC
2919
First Financial Corp
Indiana
$19.5K
CMA
2920
Cedar Mountain Advisors
Oregon
$19.5K +$14.3K +16 +229%
PJC
2921
Phillip James Consulting
Minnesota
$19K +$1.78K +2 +10%
ACA
2922
Atlas Capital Advisors
Wyoming
$18.6K
PIM
2923
Plato Investment Management
Australia
$17.8K +$18.7K +21 New
CM
2924
Capula Management
Cayman Islands
$17.8K -$467K -523 -96%
CCMW
2925
Cypress Capital Management (Wyoming)
Wyoming
$17.8K