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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
901
9258 Wealth Management
Ohio
$1.89M +$3.07K +7 +0.2%
MPPLM
902
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.88M +$92.6K +211 +5%
RLIM
903
Red Lighthouse Investment Management
New York
$1.88M -$439 -1 -0%
GIA
904
Gateway Investment Advisers
Ohio
$1.88M -$236K -538 -11%
FFM
905
Forum Financial Management
Illinois
$1.87M +$132K +300 +8%
SIG
906
Stonegate Investment Group
Alabama
$1.87M +$19.3K +44 +1%
CA
907
Corrado Advisors
New Jersey
$1.85M -$50K -114 -3%
AIM
908
Aigen Investment Management
New York
$1.84M +$1.78M +4,065 New
GC
909
Gratus Capital
Georgia
$1.83M -$37.3K -85 -2%
SIC
910
Shoker Investment Counsel
Ohio
$1.83M +$1.77M +4,044 New
CTC
911
Central Trust Company
Missouri
$1.82M -$40.4K -92 -2%
MCC
912
Malaga Cove Capital
California
$1.82M -$13.6K -31 -0.8%
DCM
913
Donaldson Capital Management
Indiana
$1.81M – – –
KWM
914
Kingsview Wealth Management
Oregon
$1.8M -$23.3K -53 -1%
TP
915
Tranquility Partners
Tennessee
$1.8M +$12.7K +29 +0.7%
ZF
916
Zhang Financial
Michigan
$1.8M +$226K +514 +15%
LAM
917
Lummis Asset Management
Texas
$1.79M -$6.58K -15 -0.4%
GIM
918
Gold Investment Management
Alberta, Canada
$1.79M -$103K -235 -6%
WAM
919
Worth Asset Management
Texas
$1.78M +$1.73M +3,944 New
MWM
920
Modera Wealth Management
New Jersey
$1.78M +$406K +926 +31%
TAM
921
Trust Asset Management
Texas
$1.78M – – –
RCM
922
RB Capital Management
Nevada
$1.78M +$3.51K +8 +0.2%
SC
923
Savant Capital
Illinois
$1.76M -$537K -1,223 -24%
PIA
924
Powell Investment Advisors
Florida
$1.76M +$26.8K +61 +2%
NAG
925
Northstar Advisory Group
New Jersey
$1.76M +$89.5K +204 +6%
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