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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1151
Phillips Wealth Planners
Mississippi
$727K +$79.8K +239 +14%
OMIC
1152
Old Mission Investment Co
Michigan
$726K +$8.34K +25 +1%
SIM
1153
Sentry Investment Management
Wisconsin
$722K -$11.3K -34 -2%
CA
1154
Calton & Associates
Florida
$717K +$621K +1,860 New
ESB
1155
Essex Savings Bank
Connecticut
$717K +$21.7K +65 +4%
TCOT
1156
Trust Company of Toledo
Ohio
$716K – – –
SC
1157
Schulhoff & Co
Ohio
$716K +$17K +51 +3%
NP
1158
NorthRock Partners
Minnesota
$714K +$142K +425 +30%
AT
1159
Avalon Trust
New Mexico
$714K – – –
Fayez Sarofim & Co
1160
Fayez Sarofim & Co
Texas
$713K – – –
HFP
1161
Holistic Financial Partners
Indiana
$712K +$146K +437 +31%
EWA
1162
Etesian Wealth Advisors
Oregon
$711K -$3.67K -11 -0.6%
PWPS
1163
Pinnacle Wealth Planning Services
Ohio
$711K +$17.4K +52 +3%
LAM
1164
LifePro Asset Management
California
$707K +$612K +1,833 New
CCWM
1165
Correct Capital Wealth Management
Missouri
$706K +$611K +1,831 New
AL
1166
Aspiriant LLC
California
$705K +$132K +395 +28%
BPC
1167
Banque Pictet & Cie
Switzerland
$702K +$334K +1,000 +122%
HCM
1168
Hollencrest Capital Management
California
$700K +$50.7K +152 +9%
BG
1169
Bahl & Gaynor
Ohio
$697K – – –
CIM
1170
CIM Investment Management
Pennsylvania
$697K – – –
BOS
1171
Bank of Stockton
California
$695K +$182K +544 +43%
BGA
1172
Battery Global Advisors
Massachusetts
$694K +$600K +1,798 New
GWA
1173
Gratus Wealth Advisors
Virginia
$691K +$598K +1,792 New
VIM
1174
Vista Investment Management
Pennsylvania
$691K +$8.68K +26 +1%
WCM
1175
Windsor Capital Management
Arizona
$687K -$3.67K -11 -0.6%