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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
MI
2976
Motiv8 Investments
Florida
$13K +$12.2K +15 New
HAP
2977
Harbor Asset Planning
Massachusetts
$12.3K – – –
CCA
2978
Cygnus Capital Advisors
Georgia
$12K +$11.4K +14 New
PIS
2979
POM Investment Strategies
North Carolina
$11.5K +$8.16K +10 +333%
FNWA
2980
Financial Network Wealth Advisors
Utah
$11.4K – – –
TPBG
2981
Turning Point Benefit Group
Maryland
$11.4K +$10.6K +13 New
RBC
2982
Roble Belko & Company
Pennsylvania
$11K – – –
BL
2983
BFSG LLC
California
$10.5K – – –
SR
2984
Syntax Research
Florida
$10.5K – – –
PS
2985
PayPay Securities
Japan
$10.5K +$3.26K +4 +50%
CFG
2986
Clayton Financial Group
Missouri
$10.5K +$9.79K +12 New
HFS
2987
Hughes Financial Services
Virginia
$9.67K – – –
II
2988
Inspire Investing
Idaho
$9.67K +$8.98K +11 New
SHF
2989
Safe Harbor Fiduciary
Florida
$9.67K +$8.98K +11 New
NWMP
2990
Noble Wealth Management PBC
Colorado
$9.01K +$8.16K +10 New
CJ
2991
Caitlin John
Michigan
$8.79K – – –
FS
2992
Financially Speaking
Colorado
$8.79K – – –
PK
2993
Pflug Koory
Nebraska
$8.79K – – –
DWM
2994
Darwin Wealth Management
Florida
$8.06K – – –
IW
2995
Imprint Wealth
South Carolina
$7.91K -$7.34K -9 -50%
BFPW
2996
BOK Financial Private Wealth
Colorado
$7.91K – – –
LWMI
2997
Legacy Wealth Management (Idaho)
Idaho
$7.91K – – –
OC
2998
Optima Capital
Oregon
$7.91K +$7.34K +9 New
MAS
2999
MPWM Advisory Solutions
Georgia
$7.17K +$6.53K +8 New
TCM
3000
Tradewinds Capital Management
Washington
$7.17K -$122K -150 -95%