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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
LB
1276
Leo Brokerage
Texas
$338K +$322K +1,033 New
PWPS
1277
Pinnacle Wealth Planning Services
Ohio
$337K +$83.1K +267 +35%
WR
1278
WD Rutherford
Oregon
$337K +$302K +970 +1,617%
RA
1279
RFG Advisory
Alabama
$336K +$7.78K +25 +2%
SIG
1280
Sargent Investment Group
Maryland
$335K
VCAM
1281
Van Cleef Asset Management
Ohio
$334K
NHC
1282
Nicholas Hoffman & Company
Georgia
$334K +$6.85K +22 +2%
MRCM
1283
M&R Capital Management
New Jersey
$333K -$46.7K -150 -13%
VWA
1284
Visionary Wealth Advisors
Illinois
$331K -$130K -417 -29%
MCM
1285
McRae Capital Management
New Jersey
$330K -$17.1K -55 -5%
BSA
1286
Bull Street Advisors
Georgia
$330K -$10.3K -33 -3%
GA
1287
Geller Advisors
New York
$329K +$65.7K +211 +27%
IAN
1288
Integrated Advisors Network
Texas
$328K -$3.02M -9,686 -91%
SWA
1289
Stratos Wealth Advisors
Ohio
$328K +$39.9K +128 +15%
MMA
1290
Miracle Mile Advisors
California
$328K +$312K +1,002 New
WCA
1291
Windsor Creek Advisors
Vermont
$327K -$4.05M -13,000 -93%
ATFA
1292
All Terrain Financial Advisors
Minnesota
$327K
DAM
1293
Diamant Asset Management
Connecticut
$327K
EB
1294
Eastern Bank
Massachusetts
$327K
WMC
1295
Westwood Management Corporation
Illinois
$327K
AIM
1296
Axiom Investment Management
New York
$327K +$147K +472 +89%
KOC
1297
Koss-Olinger Consulting
Florida
$327K +$311K +999 New
MCM
1298
Mason Capital Management
New York
$327K +$311K +1,000 New
HFP
1299
Holistic Financial Partners
Indiana
$326K -$67.2K -216 -18%
FMWA
1300
Forvis Mazars Wealth Advisors
Missouri
$325K -$210K -674 -40%