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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1626
Reyes Financial Architecture
California
$695K +$7.53K +13 +1%
WA
1627
WBH Advisory
Maryland
$694K +$290K +500 +104%
RLIM
1628
Red Lighthouse Investment Management
New York
$687K -$1.85M -3,190 -77%
GSC
1629
G&S Capital
Colorado
$687K -$10.4K -18 -2%
CWIG
1630
Chung Wu Investment Group
Texas
$687K
VC
1631
Vicus Capital
Pennsylvania
$685K +$49.8K +86 +10%
BCG
1632
Bravias Capital Group
New Jersey
$685K +$231K +399 +70%
WTA
1633
Washington Trust Advisors
Massachusetts
$684K
WBCM
1634
Wilson & Boucher Capital Management
California
$679K
BSA
1635
Bull Street Advisors
Georgia
$678K
TC
1636
TownSquare Capital
Utah
$677K -$4.72M -8,141 -89%
OFS
1637
Orrstown Financial Services
Pennsylvania
$677K +$554K +956 New
SIC
1638
Samalin Investment Counsel
New York
$676K -$12.7K -22 -2%
CP
1639
Canopy Partners
Ohio
$675K +$3.48K +6 +0.6%
FSA
1640
Fort Sheridan Advisors
Illinois
$673K
LGA
1641
Lebenthal Global Advisors
New York
$673K -$116K -201 -17%
GLA
1642
Good Life Advisors
Pennsylvania
$671K +$48.7K +84 +10%
MWM
1643
Maltin Wealth Management
New Jersey
$671K +$2.32K +4 +0.4%
APWM
1644
Argonautica Private Wealth Management
Massachusetts
$671K -$98.5K -170 -15%
KWM
1645
Keebeck Wealth Management
Illinois
$670K +$30.1K +52 +6%
DWM
1646
Drive Wealth Management
Utah
$666K +$24.9K +43 +5%
IIM
1647
Ironwood Investment Management
Massachusetts
$665K
DIP
1648
Davis Investment Partners
North Carolina
$664K +$24.3K +42 +5%
FC
1649
Forte Capital
New York
$664K +$41.7K +72 +8%
FIM
1650
FWL Investment Management
Texas
$662K +$542K +936 New