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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
CBT
1301
Central Bank & Trust
Kentucky
$389K -$172K -514 -30%
BAM
1302
Blueshift Asset Management
New Jersey
$389K -$528K -1,580 -57%
GCM
1303
Gables Capital Management
Florida
$388K -$100K -300 -20%
DWM
1304
Dorchester Wealth Management
Quebec, Canada
$387K – – –
RBC
1305
Romano Brothers & Co
Illinois
$387K +$6.68K +20 +2%
HKAM
1306
Horizon Kinetics Asset Management
New York
$386K – – –
IAMOG
1307
Investors Asset Management of Georgia
Georgia
$385K -$33.4K -100 -8%
RWMG
1308
Redwood Wealth Management Group
New Jersey
$384K – – –
IBOK
1309
Independence Bank of Kentucky
Kentucky
$382K +$59.5K +178 +18%
RPWA
1310
Regent Peak Wealth Advisors
Georgia
$382K +$395K +1,182 New
CAGAS
1311
Capital Advisory Group Advisory Services
Minnesota
$382K +$394K +1,180 New
APWM
1312
Argonautica Private Wealth Management
Massachusetts
$379K – – –
BOS
1313
Bank of Stockton
California
$378K +$426K +1,274 New
SSWM
1314
Strait & Sound Wealth Management
California
$378K -$25.1K -75 -6%
FPAS
1315
Focus Partners Advisor Solutions
Missouri
$377K +$389K +1,165 New
Cohen & Steers
1316
Cohen & Steers
New York
$377K – – –
CWM
1317
Cornerstone Wealth Management
Missouri
$377K +$164K +490 +73%
LFA
1318
Legacy Financial Advisors
Kentucky
$376K +$27.1K +81 +8%
AC
1319
Avestar Capital
New York
$370K +$5.35K +16 +1%
AFG
1320
Atomi Financial Group
New York
$370K +$382K +1,143 New
OP
1321
ORG Partners
Indiana
$368K -$124K -371 -25%
SFG
1322
StrategIQ Financial Group
Indiana
$368K +$1.34K +4 +0.4%
KCFA
1323
Key Client Fiduciary Advisors
New Jersey
$368K -$37.4K -112 -9%
HGWM
1324
Horst & Graben Wealth Management
Oregon
$367K -$1K -3 -0.3%
PPG
1325
Peak Planning Group
Colorado
$364K -$3.01K -9 -0.8%