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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
GG
3001
Gleason Group
Kentucky
$7.06K +$6.53K +8 New
IIM
3002
IFC & Insurance Marketing
California
$7K +$6.53K +8 New
CMA
3003
Cedar Mountain Advisors
Oregon
$6.15K – – –
RWS
3004
Retirement Wealth Solutions
Wisconsin
$6.15K +$1.63K +2 +40%
LIA
3005
Luken Investment Analytics
Tennessee
$6.15K +$5.71K +7 New
MFP
3006
Meramec Financial Planners
Missouri
$5.57K +$4.9K +6 New
TFG
3007
Team Financial Group
California
$5.35K – – –
SFG
3008
Strive Financial Group
Indiana
$5.29K +$4.9K +6 New
RIAS
3009
Rachor Investment Advisory Services
Michigan
$5.27K +$4.9K +6 New
NWM
3010
Nova Wealth Management
Florida
$5.2K – – –
PP
3011
Pacifica Partners
Canada
$4.57K – – –
APW
3012
Acima Private Wealth
Virginia
$4.39K – – –
SWIM
3013
Smallwood Wealth Investment Management
New Jersey
$4.39K +$2.45K +3 +150%
LA
3014
LM Advisors
California
$4.01K -$406K -497 -12%
MDA
3015
Minot DeBlois Advisors
Massachusetts
$3.88K – – –
AW
3016
Ankerstar Wealth
Texas
$3.52K +$3.26K +4 New
NA
3017
Networth Advisors
Pennsylvania
$3.52K +$3.26K +4 New
P
3018
Palladiem
Pennsylvania
$3.52K +$3.26K +4 New
AF
3019
Align Financial
Minnesota
$3.52K +$2.87M +3,516 New
FIA
3020
FNY Investment Advisers
New York
$3K -$2.05M -2,510 -100%
MTI
3021
Merrithew & Thorsten Inc
California
$3K +$3.26K +4 New
DCM
3022
Davis Capital Management
Florida
$2.64K – – –
RPA
3023
Redwood Park Advisors
California
$2.64K – – –
NL
3024
NorthAvenue LLC
Ohio
$2.64K +$2.45K +3 New
TTIC
3025
Tower Trust & Investment Company
Iowa
$2.64K +$2.45K +3 New