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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
PS
3126
Planning Strategies
Pennsylvania
$19.2K +$18.5K +19 New
FW
3127
Fairway Wealth
Ohio
$18.2K +$17.5K +18 New
MAM
3128
Marquette Asset Management
Minnesota
$16.2K +$15.6K +16 New
VWA
3129
VSM Wealth Advisory
Maryland
$15.2K -$9.75K -10 -40%
CTWM
3130
Cherry Tree Wealth Management
Minnesota
$15.2K – – –
WCM
3131
Westend Capital Management
California
$15.2K – – –
BCV
3132
Banque Cantonale Vaudoise
Switzerland
$14.2K -$3.91M -4,006 -22%
DWA
3133
Delos Wealth Advisors
Texas
$14.2K +$13.6K +14 New
HAP
3134
Harbor Asset Planning
Massachusetts
$14.2K – – –
FNWA
3135
Financial Network Wealth Advisors
Utah
$14.2K +$1.95K +2 +17%
FIA
3136
FNY Investment Advisers
New York
$14K +$13.6K +14 New
BL
3137
BFSG LLC
California
$12.1K – – –
SR
3138
Syntax Research
Florida
$12.1K – – –
PSFG
3139
Park Square Financial Group
Georgia
$12.1K -$1.95K -2 -14%
ATC
3140
Adirondack Trust Company
New York
$12.1K – – –
RBC
3141
Roble Belko & Company
Pennsylvania
$12K – – –
OAG
3142
Oakmont Advisory Group
New Mexico
$11.5K +$10.7K +11 New
WA
3143
WestEnd Advisors
North Carolina
$10.3K -$975 -1 -9%
II
3144
Inspire Investing
Idaho
$10.1K – – –
PK
3145
Pflug Koory
Nebraska
$10.1K – – –
SA
3146
Strategic Advocates
Utah
$10.1K – – –
PIS
3147
POM Investment Strategies
North Carolina
$9.15K +$1.95K +2 +29%
HWM
3148
HighMark Wealth Management
Minnesota
$9.1K – – –
IW
3149
Imprint Wealth
South Carolina
$9.1K – – –
MAS
3150
MPWM Advisory Solutions
Georgia
$8.33K – – –