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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
1526
F.L. Putnam Investment Management
Massachusetts
$646K +$50.2K +90 +9%
BBNA
1527
Bremer Bank National Association
Minnesota
$645K -$16.2K -29 -3%
EBSAM
1528
Eubel Brady & Suttman Asset Management
Ohio
$645K -$15.7M -28,169 -96%
HNWAG
1529
High Net Worth Advisory Group
Florida
$644K +$628K +1,125 New
WMP
1530
Wealth Management Partners
Arizona
$644K +$124K +223 +25%
MMG
1531
Monetary Management Group
Missouri
$644K – – –
SW
1532
Simplicity Wealth
New Jersey
$644K +$69.7K +125 +13%
LA
1533
LVW Advisors
New York
$640K -$62.5K -112 -9%
MHC
1534
May Hill Capital
Massachusetts
$638K +$622K +1,115 New
RCG
1535
Regatta Capital Group
California
$637K -$32.9K -59 -5%
OW
1536
Olistico Wealth
Oklahoma
$636K – – –
AWAP
1537
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$636K – – –
PPG
1538
Peak Planning Group
Colorado
$636K +$10.6K +19 +2%
ACA
1539
Ackerman Capital Advisors
Texas
$636K – – –
GA
1540
Geller Advisors
New York
$635K -$558 -1 -0.1%
KCFA
1541
Key Client Fiduciary Advisors
New Jersey
$634K -$37.9K -68 -6%
FRM
1542
Fox Run Management
Connecticut
$631K +$615K +1,102 New
Koshinski Asset Management
1543
Koshinski Asset Management
Illinois
$631K -$3.35K -6 -0.5%
NCM
1544
Next Capital Management
New York
$625K – – –
WCP
1545
Wealthcare Capital Partners
Pennsylvania
$624K +$609K +1,091 New
CFO
1546
CVA Family Office
Colorado
$624K +$585K +1,048 +2,495%
4WM
1547
49 Wealth Management
Texas
$622K +$35.7K +64 +6%
FBT
1548
First Bank & Trust
South Dakota
$618K -$37.9K -68 -6%
VRM
1549
Vectors Research Management
New York
$618K – – –
MA
1550
Modus Advisors
Minnesota
$618K -$1.12K -2 -0.2%