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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
1326
Coppell Advisory Solutions
Texas
$2.21M +$956K +981 New
HCM
1327
Howard Capital Management
Georgia
$2.21M +$994K +1,020 +88%
FFA
1328
Fragasso Financial Advisors
Pennsylvania
$2.2M +$7.8K +8 +0.4%
TCWA
1329
Turtle Creek Wealth Advisors
Texas
$2.2M +$23.4K +24 +1%
CWS
1330
Cypress Wealth Services
California
$2.17M -$4.88K -5 -0.2%
FAL
1331
Focused Alpha LLC
Colorado
$2.17M +$806K +827 +63%
PCG
1332
Prosperity Consulting Group
Maryland
$2.16M +$196K +201 +10%
OL
1333
Owen LaRue
Kentucky
$2.15M +$49.7K +51 +2%
Koshinski Asset Management
1334
Koshinski Asset Management
Illinois
$2.15M +$504K +517 +32%
BFA
1335
Beacon Financial Advisory
Ohio
$2.14M +$975 +1 +0%
BWM
1336
Bluebird Wealth Management
Massachusetts
$2.13M -$131K -134 -6%
NL
1337
Navalign LLC
California
$2.13M -$52.6K -54 -3%
VIA
1338
Victrix Investment Advisors
Florida
$2.12M -$108K -111 -5%
BOS
1339
Bank of Stockton
California
$2.12M -$85.8K -88 -4%
LA
1340
LVW Advisors
New York
$2.11M +$287K +294 +16%
GIM
1341
Groesbeck Investment Management
New Jersey
$2.11M -$18.5K -19 -0.9%
XWL
1342
XXI Wealth LLC
Illinois
$2.11M +$43.9K +45 +2%
PIC
1343
Portland Investment Counsel
Ontario, Canada
$2.1M -$195K -200 -9%
DBIA
1344
Dumont & Blake Investment Advisors
New Jersey
$2.1M -$54.6K -56 -3%
WWM
1345
Waterway Wealth Management
Texas
$2.09M +$5.85K +6 +0.3%
NWA
1346
Navis Wealth Advisors
New York
$2.09M – – –
AMBIA
1347
Allen Mooney & Barnes Investment Advisors
Georgia
$2.08M +$28.3K +29 +1%
LAM
1348
LOM Asset Management
$2.08M +$150K +154 +8%
AA
1349
Ancora Advisors
Ohio
$2.07M -$132K -135 -6%
PGAM
1350
Princeton Global Asset Management
New Jersey
$2.07M -$6.83K -7 -0.3%