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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1301
Crumly & Associates
Illinois
$427K +$97.5K +276 +27%
OTL
1302
Oak Thistle LLC
New York
$427K +$457K +1,293 New
Koshinski Asset Management
1303
Koshinski Asset Management
Illinois
$424K -$238K -675 -34%
STA
1304
Summit Trail Advisors
New York
$424K -$565K -1,599 -55%
AWM
1305
Aevitas Wealth Management
Massachusetts
$423K -$55.5K -157 -11%
QCG
1306
Quadrant Capital Group
Ohio
$423K -$24K -68 -5%
CFD
1307
Creative Financial Designs
Indiana
$421K -$192K -543 -30%
SIG
1308
Sargent Investment Group
Maryland
$421K +$15.9K +45 +4%
BO
1309
Bank OZK
Arkansas
$420K -$3.88K -11 -0.9%
DIA
1310
Dana Investment Advisors
Wisconsin
$420K
FNBOMD
1311
First National Bank of Mount Dora
Florida
$420K
SFG
1312
Steward Financial Group
Texas
$419K +$60.7K +172 +16%
IF
1313
Insight Folios
North Carolina
$419K +$448K +1,269 New
CBFP
1314
Cedar Brook Financial Partners
Ohio
$418K -$7.77K -22 -2%
BCM
1315
Breiter Capital Management
Florida
$413K +$35.3K +100 +9%
VWA
1316
Visionary Wealth Advisors
Illinois
$413K +$92.2K +261 +26%
MCM
1317
McRae Capital Management
New Jersey
$410K
FFWM
1318
Future Financial Wealth Management
Ohio
$410K +$439K +1,242 New
GAMC
1319
Garner Asset Management Corp
Texas
$409K
KCFA
1320
Key Client Fiduciary Advisors
New Jersey
$409K +$438K +1,239 New
RCG
1321
Regatta Capital Group
California
$408K -$37.1K -105 -8%
FMWA
1322
Forvis Mazars Wealth Advisors
Missouri
$408K +$436K +1,235 New
LIM
1323
Longfellow Investment Management
Massachusetts
$405K +$433K +1,225 New
BFPW
1324
BOK Financial Private Wealth
Colorado
$404K +$52.3K +148 +14%
SWA
1325
Sutton Wealth Advisors
Florida
$404K +$3.53K +10 +0.8%