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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
RF
2901
RetireMitten Financial
Michigan
$29.6K +$31.2K +35 New
CCM
2902
Copeland Capital Management
Pennsylvania
$28.8K – – –
MNA
2903
Manning & Napier Advisors
New York
$28.3K +$3.57K +4 +13%
CT
2904
Clearstead Trust
Maine
$27.9K – – –
BFS
2905
Bare Financial Services
Pennsylvania
$27.9K +$2.68K +3 +10%
BTC
2906
Bank & Trust Company
Illinois
$27.1K – – –
SC
2907
Steph & Co
Wisconsin
$27.1K +$28.5K +32 New
AI
2908
Atomic Invest
New York
$26.9K +$892 +1 +3%
SVCP
2909
Silicon Valley Capital Partners
California
$25.7K -$402K -451 -94%
T2I
2910
Turim 21 Investimentos
Brazil
$24.5K +$25.9K +29 New
BCM
2911
Boreal Capital Management
Florida
$23.7K -$55.3K -62 -69%
CFFP
2912
Center for Financial Planning
Michigan
$23.7K – – –
PWA
2913
Principia Wealth Advisory
Texas
$23.7K +$3.57K +4 +17%
BH
2914
Burk Holdings
Oklahoma
$23.7K +$25K +28 New
TTIC
2915
Tower Trust & Investment Company
Iowa
$23.7K +$22.3K +25 +833%
TWM
2916
TopTier Wealth Management
Wisconsin
$23.2K +$24.1K +27 New
RTL
2917
Red Tortoise LLC
Georgia
$23K – – –
MSFP
2918
Mark Sheptoff Financial Planning
Connecticut
$23K – – –
RC
2919
Rexford Capital
Texas
$22.8K +$8.92K +10 +59%
KCM
2920
Key Capital Management
Tennessee
$22K +$6.25K +7 +37%
KFP
2921
Kerr Financial Planning
California
$21.7K +$4.46K +5 +26%
EF
2922
Entrust Financial
Pennsylvania
$21.1K -$12.5K -14 -36%
MWM
2923
Mascoma Wealth Management
New Hampshire
$21.1K -$3.57K -4 -14%
CTC
2924
Cetera Trust Company
Minnesota
$21.1K – – –
DPW
2925
DiNuzzo Private Wealth
Pennsylvania
$21.1K – – –