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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
SDWIA
1401
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$315K – – –
LA
1402
Lane & Associates
New Jersey
$314K +$8.02K +24 +3%
WA
1403
Wealthstream Advisors
New York
$312K +$323K +966 New
LAM
1404
L2 Asset Management
Massachusetts
$311K -$232K -695 -80%
WI
1405
WrapManager Inc
California
$311K +$21.7K +65 +7%
TCOV
1406
Trust Company of Vermont
Vermont
$310K +$28.1K +84 +10%
CC
1407
Callan Capital
California
$309K +$65.8K +197 +26%
MG
1408
Marex Group
$309K +$319K +956 New
NB
1409
Northwest Bancshares
Pennsylvania
$307K – – –
CWS
1410
Cypress Wealth Services
California
$307K +$9.36K +28 +3%
MCM
1411
MV Capital Management
Maryland
$306K +$8.02K +24 +3%
OL
1412
Optas LLC
Texas
$306K +$99.6K +298 +46%
MCM
1413
Manchester Capital Management
Vermont
$305K – – –
SVWAG
1414
Sound View Wealth Advisors Group
Georgia
$304K +$72.2K +216 +30%
FCCM
1415
First City Capital Management
Georgia
$303K – – –
NDSI
1416
Newman Dignan & Sheerar Inc
Rhode Island
$301K -$40.8K -122 -12%
JF
1417
JSF Financial
California
$298K -$36.1K -108 -11%
Koshinski Asset Management
1418
Koshinski Asset Management
Illinois
$298K -$7.02K -21 -2%
FPGK
1419
Financial Partners Group (Kansas)
Kansas
$295K +$1K +3 +0.3%
MWM
1420
Maltin Wealth Management
New Jersey
$295K +$2.34K +7 +0.8%
GM
1421
Granger Management
New York
$295K – – –
BOM
1422
Bank of Marin
California
$295K -$23.4K -70 -7%
WMP
1423
Wealth Management Partners
Arizona
$293K +$39.4K +118 +15%
DIM
1424
Delta Investment Management
California
$293K +$4.68K +14 +2%
AA
1425
Alta Advisers
United Kingdom
$291K – – –