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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1301
Blueshift Asset Management
New Jersey
$389K -$528K -1,580 -57%
GCM
1302
Gables Capital Management
Florida
$388K -$100K -300 -20%
DWM
1303
Dorchester Wealth Management
Quebec, Canada
$387K
RBC
1304
Romano Brothers & Co
Illinois
$387K +$6.68K +20 +2%
HKAM
1305
Horizon Kinetics Asset Management
New York
$386K
IAMOG
1306
Investors Asset Management of Georgia
Georgia
$385K -$33.4K -100 -8%
RWMG
1307
Redwood Wealth Management Group
New Jersey
$384K
IBOK
1308
Independence Bank of Kentucky
Kentucky
$382K +$59.5K +178 +18%
RPWA
1309
Regent Peak Wealth Advisors
Georgia
$382K +$395K +1,182 New
CAGAS
1310
Capital Advisory Group Advisory Services
Minnesota
$382K +$394K +1,180 New
APWM
1311
Argonautica Private Wealth Management
Massachusetts
$379K
BOS
1312
Bank of Stockton
California
$378K +$426K +1,274 New
SSWM
1313
Strait & Sound Wealth Management
California
$378K -$25.1K -75 -6%
FPAS
1314
Focus Partners Advisor Solutions
Missouri
$377K +$389K +1,165 New
Cohen & Steers
1315
Cohen & Steers
New York
$377K
CWM
1316
Cornerstone Wealth Management
Missouri
$377K +$164K +490 +73%
LFA
1317
Legacy Financial Advisors
Kentucky
$376K +$27.1K +81 +8%
AC
1318
Avestar Capital
New York
$370K +$5.35K +16 +1%
AFG
1319
Atomi Financial Group
New York
$370K +$382K +1,143 New
OP
1320
ORG Partners
Indiana
$368K -$124K -371 -25%
SFG
1321
StrategIQ Financial Group
Indiana
$368K +$1.34K +4 +0.4%
KCFA
1322
Key Client Fiduciary Advisors
New Jersey
$368K -$37.4K -112 -9%
HGWM
1323
Horst & Graben Wealth Management
Oregon
$367K -$1K -3 -0.3%
PPG
1324
Peak Planning Group
Colorado
$364K -$3.01K -9 -0.8%
HI
1325
Harbour Investments
Wisconsin
$364K +$9.02K +27 +2%