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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
RWMG
1501
Redwood Wealth Management Group
New Jersey
$452K – – –
SC
1502
Shay Capital
New York
$452K +$439K +1,000 New
SPA
1503
Sherbrooke Park Advisers
New York
$452K +$439K +1,000 New
OW
1504
Olistico Wealth
Oklahoma
$452K +$54K +123 +14%
PA
1505
PFG Advisors
Arizona
$450K -$131K -298 -23%
EWM
1506
EPG Wealth Management
Georgia
$450K -$432K -984 Closed
SIM
1507
Studio Investment Management
Illinois
$450K +$3.51K +8 +0.8%
AFP
1508
Ausdal Financial Partners
Iowa
$448K +$4.83K +11 +1%
MMPW
1509
Mitchell McLeod Pugh & Williams
Alabama
$446K – – –
EWA
1510
Exencial Wealth Advisors
Oklahoma
$445K -$240K -548 -36%
CFB
1511
Cullen/Frost Bankers
Texas
$444K -$227K -518 -35%
GFG
1512
Goldstone Financial Group
Illinois
$443K +$430K +979 New
RBC
1513
Romano Brothers & Co
Illinois
$441K – – –
FPGK
1514
Financial Partners Group (Kansas)
Kansas
$438K +$878 +2 +0.2%
DFG
1515
Delta Financial Group
New Jersey
$438K +$439 +1 +0.1%
CF
1516
Convergence Financial
Missouri
$436K +$423K +964 New
BSA
1517
Bull Street Advisors
Georgia
$433K – – –
SDWIA
1518
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$433K – – –
Bank Julius Baer & Co
1519
Bank Julius Baer & Co
Switzerland
$432K -$1.8M -4,091 -83%
SSA
1520
Sierra Summit Advisors
Nevada
$432K +$68.5K +156 +20%
BIP
1521
Blueprint Investment Partners
North Carolina
$432K +$67.1K +153 +19%
ECG
1522
Edge Capital Group
Georgia
$431K -$46.5K -106 -10%
IIM
1523
Ironwood Investment Management
Massachusetts
$425K -$483K -1,100 -54%
BOM
1524
Bank of Marin
California
$422K +$2.19K +5 +0.5%
Cohen & Steers
1525
Cohen & Steers
New York
$422K -$102K -232 -20%