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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1001
Raffa Wealth Management
District of Columbia
$303K +$99.8K +429 +47%
IBOK
1002
Independence Bank of Kentucky
Kentucky
$302K
TC
1003
Truvestments Capital
Florida
$298K +$56.8K +244 +22%
FIM
1004
Frontier Investment Management
Texas
$297K +$308K +1,323 New
LWAC
1005
Laurel Wealth Advisors (California)
California
$296K -$62.1K -267 -17%
WSTAM
1006
Wilbanks Smith & Thomas Asset Management
Virginia
$296K
WA
1007
WBH Advisory
Maryland
$294K
SAM
1008
SP Asset Management
California
$294K +$1.4K +6 +0.5%
AIA
1009
Avalon Investment & Advisory
Texas
$293K -$353K -1,518 -54%
NCM
1010
Nelson Capital Management
California
$293K +$3.95K +17 +1%
SSG
1011
Summit Securities Group
New York
$292K -$116K -500 -28%
GWM
1012
Geneos Wealth Management
Colorado
$292K +$35.8K +154 +13%
PMG
1013
ProVise Management Group
Florida
$292K +$46.5K +200 +18%
LAIC
1014
Lederer & Associates Investment Counsel
California
$292K +$47.7K +205 +19%
VIA
1015
Vident Investment Advisory
Georgia
$292K +$303K +1,301 New
SWA
1016
Sutton Wealth Advisors
Florida
$291K +$930 +4 +0.3%
FHA
1017
First Horizon Advisors
Tennessee
$286K -$1.4K -6 -0.5%
TCM
1018
Telos Capital Management
California
$285K -$4.65K -20 -2%
SIG
1019
Sky Investment Group
Connecticut
$285K
WWM
1020
Windsor Wealth Management
Indiana
$285K +$29.1K +125 +11%
BOTW
1021
Bank of the West
California
$284K +$12.8K +55 +5%
QPWM
1022
Quadrant Private Wealth Management
Pennsylvania
$284K +$62.1K +267 +27%
LNB
1023
Ledyard National Bank
$283K -$5.35K -23 -2%
UCI
1024
Uncommon Cents Investing
Wisconsin
$283K
WPP
1025
Whalerock Point Partners
Rhode Island
$283K