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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1501
Wealthstream Advisors
New York
$709K -$602 -1 -0.1%
MG
1502
Mather Group
Illinois
$708K +$56.6K +94 +8%
PPG
1503
Peak Planning Group
Colorado
$707K +$110K +183 +16%
BW
1504
Basepoint Wealth
Iowa
$706K -$291K -483 -27%
FNT
1505
First Nebraska Trust
Nebraska
$705K
SDWIA
1506
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$704K +$3.61K +6 +0.5%
VWA
1507
Visionary Wealth Advisors
Illinois
$704K +$148K +246 +24%
CPSAC
1508
Chas P. Smith & Associates (CPS)
Florida
$704K +$19.9K +33 +3%
PIA
1509
Pinion Investment Advisors
Kansas
$704K +$92.1K +153 +13%
DLA
1510
Douglas Lane & Associates
New York
$703K +$6.02K +10 +0.8%
PCG
1511
PFC Capital Group
California
$698K +$183K +304 +31%
FNBOMD
1512
First National Bank of Mount Dora
Florida
$695K
PCM
1513
Palisade Capital Management
New Jersey
$694K
SAM
1514
Secure Asset Management
Michigan
$694K -$95.7K -159 -11%
NP
1515
Ninepoint Partners
Ontario, Canada
$691K -$100K -167 -12%
CIAS
1516
CFS Investment Advisory Services
New Jersey
$690K +$31.3K +52 +4%
Koshinski Asset Management
1517
Koshinski Asset Management
Illinois
$688K +$95.7K +159 +14%
FDS
1518
First Dallas Securities
Texas
$688K
PR
1519
Payden & Rygel
California
$688K
UAG
1520
United Advisor Group
Ohio
$685K -$107K -177 -12%
LCM
1521
Lazari Capital Management
California
$683K -$602 -1 -0.1%
IGAM
1522
iA Global Asset Management
Quebec, Canada
$683K +$752K +1,250 New
NWM
1523
Northcape Wealth Management
New York
$682K
RW
1524
RVW Wealth
California
$681K +$39.7K +66 +6%
VCM
1525
Viewpoint Capital Management
Washington
$677K -$19.3K -32 -3%