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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
DFG
1476
Delta Financial Group
New Jersey
$529K +$49.4K +101 +10%
BTW
1477
Boston Trust Walden
Massachusetts
$528K -$194K -397 -27%
KWMG
1478
King Wealth Management Group
Florida
$528K – – –
FWM
1479
Finer Wealth Management
Massachusetts
$527K -$489 -1 -0.1%
VRM
1480
Vectors Research Management
New York
$526K – – –
AP
1481
Americana Partners
Texas
$523K +$210K +430 +69%
SFCL
1482
Strengthening Families & Communities LLC
Massachusetts
$522K – – –
RBC
1483
Romano Brothers & Co
Illinois
$520K +$36.7K +75 +8%
BOPW
1484
Brandywine Oak Private Wealth
Pennsylvania
$518K +$4.89K +10 +1%
PG
1485
Prostatis Group
Maryland
$518K -$3.91K -8 -0.8%
CHP
1486
Cable Hill Partners
Oregon
$517K -$19.6K -40 -4%
CIG
1487
Cascade Investment Group
Colorado
$516K -$16.6K -34 -3%
TFG
1488
Taylor Financial Group
Virginia
$515K – – –
FLPIM
1489
F.L. Putnam Investment Management
Massachusetts
$514K +$78.7K +161 +18%
SIG
1490
Sargent Investment Group
Maryland
$513K -$90.5K -185 -15%
SFS
1491
Strategic Financial Services
New York
$512K – – –
RWMG
1492
Redwood Wealth Management Group
New Jersey
$512K +$17.1K +35 +4%
FWCM
1493
Ferguson Wellman Capital Management
Oregon
$511K -$12.2K -25 -2%
MHR
1494
Matthew Hamilton Rosenberg
$509K +$10.3K +21 +2%
PA
1495
PFG Advisors
Arizona
$507K +$14.2K +29 +3%
TWP
1496
Tower Wealth Partners
Pennsylvania
$506K -$12.7K -26 -2%
4WM
1497
49 Wealth Management
Texas
$506K -$18.1K -37 -3%
HI
1498
Humankind Investments
New York
$502K -$7.83K -16 -2%
WBCM
1499
Wilson & Boucher Capital Management
California
$501K -$4.89K -10 -1%
SIG
1500
Sky Investment Group
Connecticut
$500K -$14.7K -30 -3%