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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
ORC
1001
O'Rourke & Company
Massachusetts
$777K +$109K +335 +14%
BL
1002
Balentine LLC
Georgia
$775K -$296K -915 -26%
WCM
1003
Weik Capital Management
Pennsylvania
$775K -$72.9K -225 -8%
FFG
1004
Frisch Financial Group
New York
$774K -$21.1K -65 -2%
SC
1005
Savant Capital
Illinois
$770K +$14.6K +45 +2%
PWS
1006
Peloton Wealth Strategists
Indiana
$768K +$94K +290 +12%
CWM
1007
Curi Wealth Management
North Carolina
$764K +$752K +2,320 +808%
MWA
1008
Moser Wealth Advisors
Washington
$761K
BJL
1009
Brighton Jones LLC
Washington
$760K -$13K -40 -2%
MBT
1010
Montecito Bank & Trust
California
$756K -$2.92K -9 -0.3%
CFA
1011
Compass Financial Advisors
Indiana
$756K +$10K +31 +1%
SWM
1012
Sendero Wealth Management
Texas
$756K +$295K +911 +55%
AIM
1013
Axiom Investment Management
New York
$754K +$23.7K +73 +3%
CG
1014
Corundum Group
Colorado
$753K +$35.3K +109 +4%
NL
1015
Navalign LLC
California
$753K +$58.3K +180 +8%
SF
1016
Summit Financial
New Jersey
$750K +$132K +407 +19%
MCCP
1017
Mission Creek Capital Partners
California
$749K +$38.2K +118 +5%
Q
1018
QVR
California
$748K +$577K +1,780 +231%
LWAC
1019
Laurel Wealth Advisors (California)
California
$744K -$5.83K -18 -0.7%
SIM
1020
Sentry Investment Management
Wisconsin
$743K +$77.8K +240 +10%
DWM
1021
Dakota Wealth Management
Florida
$741K +$24.9K +77 +3%
Jacobs Levy Equity Management
1022
Jacobs Levy Equity Management
New Jersey
$740K -$549K -1,695 -40%
CIAS
1023
Capital Investment Advisory Services
North Carolina
$734K +$95.9K +296 +13%
ABLA
1024
Alan B. Lancz & Associates
Ohio
$733K
KAH
1025
Kathryn A. Hall
$733K