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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
1301
Brandywine Oak Private Wealth
Pennsylvania
$431K +$61.8K +175 +14%
MSFS
1302
Main Street Financial Solutions
Pennsylvania
$431K +$95.4K +270 +26%
FIM
1303
Fernwood Investment Management
Massachusetts
$428K +$19.4K +55 +4%
CA
1304
Crumly & Associates
Illinois
$427K +$97.5K +276 +27%
OTL
1305
Oak Thistle LLC
New York
$427K +$457K +1,293 New
Koshinski Asset Management
1306
Koshinski Asset Management
Illinois
$424K -$238K -675 -34%
STA
1307
Summit Trail Advisors
New York
$424K -$565K -1,599 -55%
AWM
1308
Aevitas Wealth Management
Massachusetts
$423K -$55.5K -157 -11%
QCG
1309
Quadrant Capital Group
Ohio
$423K -$24K -68 -5%
CFD
1310
Creative Financial Designs
Indiana
$421K -$192K -543 -30%
SIG
1311
Sargent Investment Group
Maryland
$421K +$15.9K +45 +4%
BO
1312
Bank OZK
Arkansas
$420K -$3.88K -11 -0.9%
DIA
1313
Dana Investment Advisors
Wisconsin
$420K – – –
FNBOMD
1314
First National Bank of Mount Dora
Florida
$420K – – –
SFG
1315
Steward Financial Group
Texas
$419K +$60.7K +172 +16%
IF
1316
Insight Folios
North Carolina
$419K +$448K +1,269 New
CBFP
1317
Cedar Brook Financial Partners
Ohio
$418K -$7.77K -22 -2%
BCM
1318
Breiter Capital Management
Florida
$413K +$35.3K +100 +9%
VWA
1319
Visionary Wealth Advisors
Illinois
$413K +$92.2K +261 +26%
MCM
1320
McRae Capital Management
New Jersey
$410K – – –
FFWM
1321
Future Financial Wealth Management
Ohio
$410K +$439K +1,242 New
GAMC
1322
Garner Asset Management Corp
Texas
$409K – – –
KCFA
1323
Key Client Fiduciary Advisors
New Jersey
$409K +$438K +1,239 New
RCG
1324
Regatta Capital Group
California
$408K -$37.1K -105 -8%
FMWA
1325
Forvis Mazars Wealth Advisors
Missouri
$408K +$436K +1,235 New