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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1376
Dorchester Wealth Management
Quebec, Canada
$500K – – –
BA
1377
Bluesphere Advisors
Pennsylvania
$499K +$29.1K +75 +7%
HKAM
1378
Horizon Kinetics Asset Management
New York
$498K – – –
LB
1379
Legacy Bridge
Iowa
$497K -$107K -275 -19%
CPIG
1380
Chicago Partners Investment Group
Illinois
$497K +$19.4K +50 +4%
CCA
1381
Criterion Capital Advisors
Tennessee
$496K +$97K +250 +27%
EWM
1382
Empirical Wealth Management
Washington
$495K -$23.7K -61 -5%
ZCM
1383
Ziegler Capital Management
Illinois
$495K +$459K +1,184 New
CSB
1384
City State Bank
Iowa
$494K – – –
RW
1385
RVW Wealth
California
$493K +$458K +1,180 New
KCFA
1386
Key Client Fiduciary Advisors
New Jersey
$492K +$97.8K +252 +27%
EA
1387
Eudaimonia Advisors
Tennessee
$489K -$92.4K -238 -17%
AWAP
1388
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$489K -$37.6K -97 -8%
OA
1389
Oxbow Advisors
Texas
$489K +$454K +1,171 New
VNA
1390
Valley National Advisers
Pennsylvania
$489K -$11.6K -30 -2%
APWM
1391
Argonautica Private Wealth Management
Massachusetts
$489K – – –
RCG
1392
Regatta Capital Group
California
$487K +$9.7K +25 +2%
FDS
1393
First Dallas Securities
Texas
$487K -$38.8K -100 -8%
Cohen & Steers
1394
Cohen & Steers
New York
$486K – – –
NCM
1395
Next Capital Management
New York
$485K +$218K +562 +94%
CAM
1396
Close Asset Management
United Kingdom
$485K -$105K -270 -19%
ST
1397
Spinnaker Trust
Maine
$485K -$38.8K -100 -8%
PMG
1398
Private Management Group
California
$482K -$58.2K -150 -12%
FA
1399
Faithward Advisors
Pennsylvania
$481K +$447K +1,152 New
TF
1400
Tompkins Financial
New York
$480K – – –