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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
926
SevenBridge Financial Group
Pennsylvania
$704K +$24.5K +110 +4%
BJL
927
Brighton Jones LLC
Washington
$704K +$95.5K +429 +19%
FIA
928
FNY Investment Advisers
New York
$704K +$594K +2,670 New
WSTAM
929
Wilbanks Smith & Thomas Asset Management
Virginia
$703K +$28.9K +130 +5%
WIM
930
Wittenberg Investment Management
Massachusetts
$701K – – –
QI
931
Qtron Investments
Massachusetts
$698K – – –
NL
932
NVWM LLC
Pennsylvania
$697K -$890 -4 -0.2%
ISWM
933
Independent Solutions Wealth Management
New York
$692K +$232K +1,040 +66%
SWIG
934
Strategic Wealth Investment Group
Kentucky
$691K +$74.8K +336 +15%
MFG
935
Magnus Financial Group
New York
$686K -$197K -883 -25%
MSAM
936
Moloney Securities Asset Management
Missouri
$681K +$22.9K +103 +4%
VFA
937
Valeo Financial Advisors
Indiana
$681K +$4.25M +19,085 +819%
APWM
938
Atlas Private Wealth Management
New York
$677K -$6.9K -31 -1%
AssetMark Inc
939
AssetMark Inc
California
$677K -$2.89K -13 -0.5%
DI
940
Diligent Investors
California
$674K -$17.8K -80 -3%
SCM
941
Shapiro Capital Management
Georgia
$672K +$334K +1,500 +143%
WCM
942
Weld Capital Management
New York
$669K +$565K +2,538 New
RWA
943
Redhawk Wealth Advisors
Minnesota
$665K -$12K -54 -2%
LCM
944
Leisure Capital Management
California
$662K – – –
PCS
945
Personal CFO Solutions
New Jersey
$661K +$53K +238 +10%
CSPAM
946
Cary Street Partners Asset Management
Virginia
$661K +$558K +2,507 New
RCM
947
RB Capital Management
Nevada
$660K +$51.9K +233 +10%
WCM
948
Weik Capital Management
Pennsylvania
$659K -$23.4K -105 -4%
KAH
949
Kathryn A. Hall
$659K -$18.9K -85 -3%
BRWM
950
B. Riley Wealth Management
Tennessee
$659K +$150K +672 +37%