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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
CP
1001
Cornerstone Planning
North Carolina
$4.35M +$55.6K +57 +1%
AWA
1002
Aaron Wealth Advisors
Illinois
$4.34M -$3.9K -4 -0.1%
RWM
1003
RBA Wealth Management
California
$4.34M -$3.54M -3,629 -46%
MIC
1004
Means Investment Company
Maine
$4.34M +$6.83K +7 +0.2%
JSL
1005
JT Stratford LLC
Georgia
$4.33M +$150K +154 +4%
SFG
1006
SNS Financial Group
Minnesota
$4.33M +$4.18M +4,284 New
WIS
1007
Wright Investors Service
Connecticut
$4.31M -$25.3K -26 -0.6%
HNW
1008
High Note Wealth
Minnesota
$4.31M +$3.99M +4,088 +2,323%
FMB
1009
Field & Main Bank
Kentucky
$4.3M -$59.5K -61 -1%
WFA
1010
Wellspring Financial Advisors
Ohio
$4.3M -$9.92M -10,178 -71%
PP
1011
Patten & Patten
Tennessee
$4.29M -$47.8K -49 -1%
SFG
1012
Stonebridge Financial Group
California
$4.28M +$4.13M +4,234 New
GIM
1013
Gold Investment Management
Alberta, Canada
$4.28M -$45.8K -47 -1%
BCM
1014
Bannerstone Capital Management
Minnesota
$4.25M +$15.6K +16 +0.4%
LA
1015
LM Advisors
California
$4.24M +$555K +569 +16%
CHAM
1016
Clear Harbor Asset Management
Connecticut
$4.19M +$528K +542 +15%
CastleKeep Investment Advisors
1017
CastleKeep Investment Advisors
Connecticut
$4.18M +$28.3K +29 +0.7%
CIA
1018
Citadel Investment Advisory
Ohio
$4.15M -$14.6K -15 -0.4%
MC
1019
Marest Capital
California
$4.1M +$36.1K +37 +0.9%
PTC
1020
Private Trust Company
Ohio
$4.07M -$120K -123 -3%
CFA
1021
Camarda Financial Advisors
Florida
$4.07M +$22.4K +23 +0.6%
SFO
1022
Stenger Family Office
Illinois
$4.07M +$99.4K +102 +3%
ZBNA
1023
Zions Bancorporation, National Association
Utah
$4.06M +$2.75M +2,820 +237%
GWMR
1024
GC Wealth Management RIA
Massachusetts
$4.05M -$633K -649 -14%
AGWCA
1025
Annis Gardner Whiting Capital Advisors
Florida
$4.05M -$262K -269 -6%