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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
SFO
3051
Standard Family Office
South Dakota
$60.7K – – –
SMFG
3052
Sumitomo Mitsui Financial Group
Japan
$60.7K +$58.5K +60 New
VWA
3053
Valued Wealth Advisors
Utah
$59.7K +$13.6K +14 +31%
MWPCG
3054
Measured Wealth Private Client Group
New Hampshire
$59.7K +$33.1K +34 +136%
PP
3055
Paladin Partners
Wisconsin
$57.6K – – –
MBFW
3056
Morton Brown Family Wealth
Pennsylvania
$57.6K +$2.92K +3 +6%
MAM
3057
Meeder Asset Management
Ohio
$56.6K +$8.78K +9 +19%
MSG
3058
Main Street Group
Virginia
$53.6K – – –
TC
3059
Trust Company
Kansas
$52.6K -$122K -125 -71%
GCP
3060
Gill Capital Partners
Colorado
$52.6K – – –
SNBOSCI
3061
Security National Bank of Sioux City Iowa
Iowa
$52.6K +$50.7K +52 New
FP
3062
Financial Perspectives
Minnesota
$51K – – –
APW
3063
Atlantic Private Wealth
North Carolina
$50.6K – – –
AT
3064
Avenir Tech
Hong Kong
$50.6K – – –
GK
3065
Graney & King
New York
$50.6K – – –
MSWM
3066
Mowery & Schoenfeld Wealth Management
Illinois
$49.6K – – –
BFS
3067
Bare Financial Services
Pennsylvania
$49.6K +$15.6K +16 +48%
YP
3068
YANKCOM Partnership
South Dakota
$49.6K – – –
OCM
3069
Osbon Capital Management
Massachusetts
$48.5K – – –
Q1WB
3070
Quest 10 Wealth Builders
Virginia
$47.7K – – –
SA
3071
Seneschal Advisors
Washington
$47.5K – – –
APW
3072
Allied Private Wealth
Florida
$46.8K +$43.9K +45 New
HFS
3073
Horizon Financial Services
North Carolina
$45.7K +$9.75K +10 +29%
ASCM
3074
Adkins Seale Capital Management
Louisiana
$44.5K – – –
CSC
3075
Caldwell Sutter Capital
California
$44.5K – – –