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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
HA
1451
Herold Advisors
New York
$953K -$474K -818 -38%
RRA
1452
Round Rock Advisors
Connecticut
$953K +$13.9K +24 +2%
TSMHT
1453
Thurston Springer Miller Herd & Titak
Indiana
$948K +$109K +188 +16%
FA
1454
Fiduciary Alliance
South Carolina
$946K +$64.3K +111 +9%
LFA
1455
Lauterbach Financial Advisors
Texas
$946K +$3.48K +6 +0.5%
VWM
1456
Vigilare Wealth Management
Arizona
$945K +$774K +1,335 New
BFG
1457
Berger Financial Group
Minnesota
$941K -$26.7K -46 -3%
PWP
1458
Phillips Wealth Planners
Mississippi
$941K -$121K -209 -13%
RPC
1459
Rossmore Private Capital
Connecticut
$938K -$22.6K -39 -3%
PWP
1460
Pursue Wealth Partners
California
$938K – – –
GCM
1461
Gables Capital Management
Florida
$931K – – –
TC
1462
TFR Capital
Texas
$929K -$12.2K -21 -2%
SRL
1463
Scientech Research LLC
New Jersey
$925K -$516K -890 -41%
SAM
1464
Strategy Asset Managers
California
$924K -$22.6K -39 -3%
EWA
1465
Evolution Wealth Advisors
Florida
$922K -$20.3K -35 -3%
KAM
1466
Kazazian Asset Management
Florida
$920K – – –
PIA
1467
Pinion Investment Advisors
Kansas
$920K +$6.95K +12 +0.9%
BCM
1468
Brasada Capital Management
Texas
$920K +$753K +1,300 New
SDWIA
1469
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$914K +$1.16K +2 +0.2%
FNT
1470
First Nebraska Trust
Nebraska
$913K – – –
PCG
1471
PFC Capital Group
California
$912K +$6.37K +11 +0.9%
CIAS
1472
CFS Investment Advisory Services
New Jersey
$912K +$14.5K +25 +2%
FPCP
1473
Fort Point Capital Partners
California
$911K +$65.5K +113 +10%
NEI
1474
Northwest & Ethical Investments
Ontario, Canada
$911K -$1.44M -2,490 -66%
BCM
1475
BluePath Capital Management
Georgia
$911K +$47.5K +82 +7%