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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
1176
Pinnacle Wealth Planning Services
Ohio
$779K +$9.31K +24 +1%
FAM
1177
Formidable Asset Management
Ohio
$779K +$137K +352 +23%
HFP
1178
Holistic Financial Partners
Indiana
$776K +$5.04K +13 +0.7%
Fayez Sarofim & Co
1179
Fayez Sarofim & Co
Texas
$775K – – –
TCOT
1180
Trust Company of Toledo
Ohio
$775K – – –
CA
1181
Calton & Associates
Florida
$771K -$5.04K -13 -0.7%
PPWP
1182
Premier Path Wealth Partners
New Jersey
$771K +$30.3K +78 +4%
RZH
1183
Relyea Zuckerberg Hanson
Connecticut
$770K -$21K -54 -3%
CS
1184
Candriam SCA
Luxembourg
$762K +$21.3K +55 +3%
LMKC
1185
L.M. Kohn & Company
Ohio
$762K -$27.2K -70 -4%
PWMG
1186
Prestige Wealth Management Group
New Jersey
$762K -$386K -995 -35%
CIC
1187
Chase Investment Counsel
Virginia
$761K +$707K +1,822 New
HAM
1188
Harmony Asset Management
Arizona
$760K +$31K +80 +5%
LAM
1189
LifePro Asset Management
California
$759K -$6.6K -17 -0.9%
GWMR
1190
GC Wealth Management RIA
Massachusetts
$758K +$704K +1,815 New
HH
1191
Hilltop Holdings
Texas
$757K +$30.3K +78 +4%
QWP
1192
Quotient Wealth Partners
Texas
$757K +$26K +67 +4%
CWP
1193
CFM Wealth Partners
Texas
$756K +$30.3K +78 +5%
BG
1194
Bahl & Gaynor
Ohio
$755K – – –
CIM
1195
CIM Investment Management
Pennsylvania
$754K – – –
FIA
1196
FNY Investment Advisers
New York
$751K +$699K +1,800 New
HWA
1197
Heartwood Wealth Advisors
Virginia
$751K +$697K +1,797 New
EWA
1198
Etesian Wealth Advisors
Oregon
$747K -$19.8K -51 -3%
AL
1199
Aspiriant LLC
California
$746K -$15.9K -41 -2%
SWM
1200
SeaCrest Wealth Management
New York
$746K -$181K -467 -21%