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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1326
Chatham Capital Group
Georgia
$1.04M +$105K +175 +10%
NWAG
1327
Net Worth Advisory Group
Utah
$1.04M +$27.7K +46 +2%
VSQM
1328
V-Square Quantitative Management
Illinois
$1.04M -$40.3K -67 -3%
CWA
1329
Consilium Wealth Advisory
Texas
$1.03M -$501K -833 -31%
FDS
1330
Freedom Day Solutions
Texas
$1.03M -$188K -313 -14%
WAM
1331
Weiss Asset Management
Massachusetts
$1.03M -$6.42M -10,668 -85%
SI
1332
Saxon Interests
Texas
$1.03M -$330K -549 -23%
MWA
1333
Moser Wealth Advisors
Washington
$1.02M +$31.3K +52 +3%
JSW
1334
Journey Strategic Wealth
New Jersey
$1.02M +$37.9K +63 +3%
ACM
1335
Arcataur Capital Management
Wisconsin
$1.02M -$90.3K -150 -7%
MFA
1336
Mayflower Financial Advisors
Massachusetts
$1.02M -$100K -167 -8%
FFA
1337
Farther Finance Advisors
California
$1.02M +$251K +417 +29%
XWM
1338
Xcel Wealth Management
Florida
$1.01M -$361K -600 -24%
UCI
1339
Uncommon Cents Investing
Wisconsin
$1.01M +$126K +210 +13%
Bank Julius Baer & Co
1340
Bank Julius Baer & Co
Switzerland
$1.01M +$570K +947 +106%
B
1341
Bailard
California
$1M +$147K +245 +15%
HWA
1342
HCR Wealth Advisors
California
$1M +$179K +298 +19%
BBA
1343
Baader Bank Aktiengesellschaft
Germany
$1M +$1.2M +2,002 New
GP
1344
Greenline Partners
New York
$998K +$3.61K +6 +0.3%
AWA
1345
Aaron Wealth Advisors
Illinois
$996K +$110K +182 +11%
KFA
1346
Kelleher Financial Advisors
New York
$991K +$10.2K +17 +0.9%
1M
1347
1248 Management
Missouri
$990K -$116K -193 -10%
CT
1348
Coastline Trust
Rhode Island
$985K +$255K +424 +31%
HBT
1349
Heartland Bank & Trust
Illinois
$984K +$1.08M +1,801 New
WPP
1350
Whalerock Point Partners
Rhode Island
$976K +$187K +311 +21%