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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1426
Cordatus Wealth Management
Pennsylvania
$291K -$3.34K -10 -1%
CBA
1427
Coastal Bridge Advisors
Connecticut
$290K +$37.4K +112 +14%
SWA
1428
Stratos Wealth Advisors
Ohio
$290K +$75.2K +225 +34%
BB
1429
Bell Bank
North Dakota
$290K +$299K +895 New
SIC
1430
Samalin Investment Counsel
New York
$289K +$10K +30 +3%
RGC
1431
Roberts, Glore & Co
Illinois
$286K – – –
EP
1432
Eudaimonia Partners
Tennessee
$286K -$1.34K -4 -0.5%
CFD
1433
Creative Financial Designs
Indiana
$286K -$23.7K -71 -7%
WA
1434
Wealth Alliance
New York
$285K +$8.35K +25 +3%
LIM
1435
Leavell Investment Management
Alabama
$283K -$368K -1,100 -56%
1WM
1436
1900 Wealth Management
Texas
$282K – – –
WR
1437
WD Rutherford
Oregon
$282K -$26.7K -80 -8%
AGA
1438
Arkos Global Advisors
Texas
$280K +$66.8K +200 +30%
HFW
1439
Horizon Family Wealth
Illinois
$280K +$29.1K +87 +11%
BAM
1440
Berkshire Asset Management
Pennsylvania
$280K – – –
LCGC
1441
Legacy Capital Group California
California
$279K -$3.34K -10 -1%
VWA
1442
Visionary Wealth Advisors
Illinois
$278K -$9.69K -29 -3%
I2I
1443
Insight 2811 Inc
Illinois
$275K -$18.7K -56 -6%
FCB
1444
First County Bank
Connecticut
$274K -$63.1K -189 -18%
NFG
1445
Nations Financial Group
Iowa
$274K +$282K +845 New
DMBA
1446
Deseret Mutual Benefit Administrators
Utah
$272K -$30.4K -91 -10%
GEA
1447
Glen Eagle Advisors
New Jersey
$271K -$15.4K -46 -5%
GPI
1448
General Partner Inc
Pennsylvania
$271K – – –
KWM
1449
Keebeck Wealth Management
Illinois
$268K -$14K -42 -5%
CPRC
1450
Consolidated Portfolio Review Corp
New York
$267K -$7.35K -22 -3%