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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
1351
King Wealth Management Group
Florida
$355K – – –
MG
1352
Mather Group
Illinois
$355K +$68.4K +208 +23%
PWP
1353
Pursue Wealth Partners
California
$355K -$32.9K -100 -8%
ACA
1354
Ackerman Capital Advisors
Texas
$355K – – –
SFS
1355
Strategic Financial Services
New York
$355K -$9.86K -30 -3%
HI
1356
Harbour Investments
Wisconsin
$354K -$1.97K -6 -0.5%
WWM
1357
Westwood Wealth Management
California
$353K – – –
HL
1358
HeadInvest LLC
Maine
$353K -$986 -3 -0.3%
BSA
1359
Braun Stacey Associates
New York
$353K -$547K -1,664 -60%
HI
1360
Hudock Inc
Pennsylvania
$349K -$25.3K -77 -7%
LFA
1361
Legacy Financial Advisors
Kentucky
$348K +$34.8K +106 +11%
VRM
1362
Vectors Research Management
New York
$348K -$9.86K -30 -3%
IHL
1363
Investment House LLC
California
$347K – – –
AC
1364
Allstate Corporation
Illinois
$346K -$2.3K -7 -0.6%
AL
1365
ACAS LLC
California
$344K -$18.7K -57 -5%
WFO
1366
Wealthgate Family Office
Colorado
$344K +$986 +3 +0.3%
ACP
1367
Arcus Capital Partners
Georgia
$343K – – –
FWCM
1368
Ferguson Wellman Capital Management
Oregon
$342K +$349K +1,061 New
BFA
1369
Beacon Financial Advisory
Ohio
$342K +$89.8K +273 +35%
RMDI
1370
R.M. Davis Inc
Maine
$341K -$59.2K -180 -15%
BFG
1371
Berger Financial Group
Minnesota
$340K -$33.5K -102 -9%
NDSI
1372
Newman Dignan & Sheerar Inc
Rhode Island
$340K -$2.96K -9 -0.8%
TWP
1373
Tower Wealth Partners
Pennsylvania
$339K +$2.63K +8 +0.8%
DFG
1374
Delta Financial Group
New Jersey
$338K +$73.3K +223 +27%
MCM
1375
McRae Capital Management
New Jersey
$336K -$65.8K -200 -16%