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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
NL
1301
Navalign LLC
California
$1.83M -$140K -157 -7%
CC
1302
Chicago Capital
Illinois
$1.83M +$170K +190 +10%
CWS
1303
Cypress Wealth Services
California
$1.82M +$11.6K +13 +0.6%
TCWA
1304
Turtle Creek Wealth Advisors
Texas
$1.82M +$211K +236 +12%
WPP
1305
Whalerock Point Partners
Rhode Island
$1.82M +$81.2K +91 +4%
PCM
1306
Polymer Capital Management
New York
$1.81M -$1.19M -1,332 -38%
DBIA
1307
Dumont & Blake Investment Advisors
New Jersey
$1.8M -$67.8K -76 -3%
FCFC
1308
First Citizens Financial Corp
Iowa
$1.8M -$2.68K -3 -0.1%
BFA
1309
Beacon Financial Advisory
Ohio
$1.79M – – –
PCA
1310
Pallas Capital Advisors
Massachusetts
$1.78M +$363K +407 +24%
GIM
1311
Groesbeck Investment Management
New Jersey
$1.78M -$66.9K -75 -3%
MYAM
1312
Meiji Yasuda Asset Management
Japan
$1.77M -$226K -253 -11%
SWP
1313
Semus Wealth Partners
Florida
$1.76M -$73.2K -82 -4%
FIM
1314
FWL Investment Management
Texas
$1.76M +$320K +359 +21%
OL
1315
Owen LaRue
Kentucky
$1.76M +$803K +900 +76%
LCG
1316
Lakeshore Capital Group
Illinois
$1.76M +$5.35K +6 +0.3%
FI
1317
Finivi Inc
Massachusetts
$1.75M +$127K +142 +7%
TVWM
1318
Tower View Wealth Management
Wisconsin
$1.75M +$1.77M +1,980 +2,200%
HGA
1319
Hobbs Group Advisors
South Carolina
$1.75M -$14.3K -16 -0.8%
TP
1320
TritonPoint Partners
Maryland
$1.75M +$472K +529 +34%
NWA
1321
Navis Wealth Advisors
New York
$1.75M – – –
ESB
1322
Essex Savings Bank
Connecticut
$1.75M -$138K -155 -7%
EFG
1323
Everest Financial Group
Minnesota
$1.74M +$300K +336 +19%
WWM
1324
Waterway Wealth Management
Texas
$1.74M +$930K +1,043 +103%
PGAM
1325
Princeton Global Asset Management
New Jersey
$1.74M -$8.03K -9 -0.4%