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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
PI
1201
Parkside Investments
Illinois
$990K +$978K +2,000 New
NWA
1202
Navis Wealth Advisors
New York
$988K +$5.38K +11 +0.6%
ESB
1203
Essex Savings Bank
Connecticut
$986K +$163K +333 +20%
WMA
1204
West Michigan Advisors
Michigan
$984K -$44.5K -91 -4%
TH
1205
TCTC Holdings
Texas
$983K -$4.89K -10 -0.5%
CCT
1206
Chemung Canal Trust
New York
$980K -$91K -186 -9%
PI
1207
Pettee Investors
Connecticut
$979K
NP
1208
NorthRock Partners
Minnesota
$973K -$38.6K -79 -4%
NHC
1209
Nicholas Hoffman & Company
Georgia
$963K -$15.2K -31 -2%
CPC
1210
Congress Park Capital
New York
$953K -$24.5K -50 -3%
KFA
1211
Kelleher Financial Advisors
New York
$952K +$1.47K +3 +0.2%
PW
1212
Paladin Wealth
Minnesota
$951K +$940K +1,921 New
PPWP
1213
Premier Path Wealth Partners
New Jersey
$951K +$10.3K +21 +1%
FFO
1214
Fortitude Family Office
Arizona
$950K
PWM
1215
Power Wealth Management
Georgia
$946K +$101K +206 +12%
WCM
1216
Weik Capital Management
Pennsylvania
$943K -$7.34K -15 -0.8%
HWA
1217
Heartwood Wealth Advisors
Virginia
$942K +$27.4K +56 +3%
MTWM
1218
Masso Torrence Wealth Management
New Jersey
$940K -$3.91K -8 -0.4%
FCFC
1219
First Commonwealth Financial Corp
Pennsylvania
$940K +$14.7K +30 +2%
SWM
1220
SeaCrest Wealth Management
New York
$938K +$31.8K +65 +4%
TCOT
1221
Trust Company of Toledo
Ohio
$934K
FA
1222
Fiducient Advisors
Illinois
$920K +$909K +1,858 New
Capstone Investment Advisors
1223
Capstone Investment Advisors
New York
$919K +$261K +534 +40%
NWAG
1224
Net Worth Advisory Group
Utah
$916K +$905K +1,851 New
PCM
1225
Prelude Capital Management
New York
$915K -$788K -1,612 -47%