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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%
SIM
1152
Sentry Investment Management
Wisconsin
$722K -$11.3K -34 -2%
CA
1153
Calton & Associates
Florida
$717K +$621K +1,860 New
ESB
1154
Essex Savings Bank
Connecticut
$717K +$21.7K +65 +4%
TCOT
1155
Trust Company of Toledo
Ohio
$716K
SC
1156
Schulhoff & Co
Ohio
$716K +$17K +51 +3%
NP
1157
NorthRock Partners
Minnesota
$714K +$142K +425 +30%
AT
1158
Avalon Trust
New Mexico
$714K
Fayez Sarofim & Co
1159
Fayez Sarofim & Co
Texas
$713K
HFP
1160
Holistic Financial Partners
Indiana
$712K +$146K +437 +31%
EWA
1161
Etesian Wealth Advisors
Oregon
$711K -$3.67K -11 -0.6%
PWPS
1162
Pinnacle Wealth Planning Services
Ohio
$711K +$17.4K +52 +3%
LAM
1163
LifePro Asset Management
California
$707K +$612K +1,833 New
CCWM
1164
Correct Capital Wealth Management
Missouri
$706K +$611K +1,831 New
AL
1165
Aspiriant LLC
California
$705K +$132K +395 +28%
BPC
1166
Banque Pictet & Cie
Switzerland
$702K +$334K +1,000 +122%
HCM
1167
Hollencrest Capital Management
California
$700K +$50.7K +152 +9%
BG
1168
Bahl & Gaynor
Ohio
$697K
CIM
1169
CIM Investment Management
Pennsylvania
$697K
BOS
1170
Bank of Stockton
California
$695K +$182K +544 +43%
BGA
1171
Battery Global Advisors
Massachusetts
$694K +$600K +1,798 New
GWA
1172
Gratus Wealth Advisors
Virginia
$691K +$598K +1,792 New
VIM
1173
Vista Investment Management
Pennsylvania
$691K +$8.68K +26 +1%
WCM
1174
Windsor Capital Management
Arizona
$687K -$3.67K -11 -0.6%
HA
1175
Herold Advisors
New York
$685K