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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
GPFA
826
Game Plan Financial Advisors
Ohio
$2.42M -$24.5K -50 -1%
AWM
827
Avitas Wealth Management
California
$2.41M +$283K +579 +13%
MAM
828
Mystic Asset Management
Rhode Island
$2.41M -$26.4K -54 -1%
BAM
829
Belpointe Asset Management
Nevada
$2.41M +$490K +1,002 +26%
EWA
830
EverSource Wealth Advisors
Alabama
$2.39M -$50.9K -104 -2%
PGWM
831
Parisi Gray Wealth Management
New Jersey
$2.36M +$34.2K +70 +1%
FWM
832
Focused Wealth Management
New York
$2.36M +$8.31K +17 +0.4%
HFS
833
Hantz Financial Services
Michigan
$2.36M +$2.16M +4,415 +1,240%
PI
834
PFG Investments
New York
$2.36M +$255K +522 +12%
AF
835
Allworth Financial
California
$2.36M -$520K -1,064 -18%
WANY
836
Wealthspire Advisors (New York)
New York
$2.36M +$209K +427 +10%
CIA
837
Concurrent Investment Advisors
Florida
$2.35M +$211K +432 +10%
UB
838
UMB Bank
Missouri
$2.34M -$163K -334 -7%
AIM
839
Aigen Investment Management
New York
$2.34M +$323K +661 +16%
CFA
840
Camarda Financial Advisors
Florida
$2.33M -$10.8K -22 -0.5%
EM
841
Excalibur Management
Massachusetts
$2.32M -$184K -377 -7%
QCM
842
Qsemble Capital Management
New York
$2.32M -$1.77M -3,613 -44%
1W
843
1776 Wealth
Georgia
$2.32M -$1.47K -3 -0.1%
FCP
844
Fidelis Capital Partners
Florida
$2.32M +$13.2K +27 +0.6%
FMB
845
Field & Main Bank
Kentucky
$2.31M +$16.1K +33 +0.7%
NSLI
846
Nan Shan Life Insurance
Taiwan
$2.31M
XT
847
XTX Topco
Cayman Islands
$2.3M -$2.74M -5,600 -55%
TPI
848
Trust Point Inc
Wisconsin
$2.3M +$7.34K +15 +0.3%
BBHC
849
Brown Brothers Harriman & Co
New York
$2.3M +$111K +226 +5%
CI
850
CX Institutional
Indiana
$2.29M -$89K -182 -4%