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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
JAFL
1501
Jay A. Fishman Ltd
Michigan
$237K +$8.35K +25 +4%
OPWM
1502
Oxinas Partners Wealth Management
Indiana
$236K +$1.34K +4 +0.6%
EG
1503
Ellerson Group
Maryland
$236K – – –
TCM
1504
Traynor Capital Management
Pennsylvania
$236K -$151K -453 -38%
FOA
1505
Five Oceans Advisors
California
$235K -$1K -3 -0.4%
AWM
1506
AllSquare Wealth Management
New York
$235K -$334 -1 -0.1%
HC
1507
Hamilton Capital
Ohio
$235K +$10K +30 +4%
RWP
1508
Revolve Wealth Partners
New Jersey
$235K +$7.35K +22 +3%
WTA
1509
Washington Trust Advisors
Massachusetts
$235K – – –
SPWM
1510
Schrum Private Wealth Management
Florida
$234K – – –
HHRDM
1511
H&H Retirement Design & Management
Nevada
$234K +$252K +755 New
GHAM
1512
Gilman Hill Asset Management
Connecticut
$233K – – –
BO
1513
Bank OZK
Arkansas
$232K -$36.4K -109 -13%
CWM
1514
Chemistry Wealth Management
New York
$232K +$29.7K +89 +14%
DWM
1515
Drive Wealth Management
Utah
$232K +$10.7K +32 +5%
MAM
1516
McLean Asset Management
Virginia
$230K +$2K +6 +0.8%
WW
1517
Waterfront Wealth
Kansas
$230K – – –
ACA
1518
Atlas Capital Advisors
Wyoming
$229K +$150K +450 +174%
CA
1519
Cornerstone Advisory
Maryland
$227K – – –
DM
1520
Diker Management
New York
$226K – – –
TAM
1521
Taurus Asset Management
New York
$226K – – –
BSSFA
1522
Baron Silver Stevens Financial Advisors
Florida
$226K – – –
CCG
1523
Ceeto Capital Group
Florida
$226K – – –
BCMLT
1524
Beacon Capital Management LLC (Tennessee)
Tennessee
$226K – – –
MA
1525
MCF Advisors
Kentucky
$226K -$66.8K -200 -22%