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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
976
Burke & Herbert Bank & Trust
Virginia
$833K -$32.4K -100 -3%
BDF
977
Balasa Dinverno & Foltz
$832K +$285K +881 +45%
SBH
978
Segall Bryant & Hamill
Illinois
$830K +$91K +281 +11%
ISWM
979
Independent Solutions Wealth Management
New York
$829K +$108K +332 +13%
TP
980
Tranquility Partners
Tennessee
$826K -$13.6K -42 -1%
HIA
981
Harbor Investment Advisory
Maryland
$822K +$93K +287 +11%
PAWC
982
P.A.W. Capital
Connecticut
$821K -$64.8K -200 -7%
OPS
983
Orion Portfolio Solutions
Nebraska
$819K +$131K +404 +17%
ZIMP
984
Zimmermann Investment Management & Planning
Pennsylvania
$819K +$252K +777 +38%
DWT
985
Dorsey & Whitney Trust
South Dakota
$812K -$120K -371 -12%
AWM
986
Axxcess Wealth Management
California
$807K +$245K +757 +38%
CCT
987
Chemung Canal Trust
New York
$806K +$1.62K +5 +0.2%
QI
988
Qtron Investments
Massachusetts
$803K +$555K +1,714 +167%
First Manhattan
989
First Manhattan
New York
$800K
WPC
990
Wedmont Private Capital
Pennsylvania
$799K +$109K +337 +14%
ACM
991
AUA Capital Management
Pennsylvania
$797K -$171K -528 -16%
MW
992
MBL Wealth
North Carolina
$797K +$20.7K +64 +2%
SS
993
Simplicity Solutions
Minnesota
$795K +$160K +493 +22%
SLF
994
Sun Life Financial
Ontario, Canada
$792K -$171K -529 -16%
SC
995
Saiph Capital
New Jersey
$792K +$19.8K +61 +2%
NWA
996
Navis Wealth Advisors
New York
$789K +$4.86K +15 +0.6%
IUHSA
997
Itau Unibanco Holding S.A.
Brazil
$787K +$539K +1,663 +163%
TWM
998
Tolleson Wealth Management
Texas
$786K
EMG
999
ETF Managers Group
New Jersey
$784K +$867K +2,675 New
BAM
1000
Beaumont Asset Management
Texas
$781K -$4.86K -15 -0.6%