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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
DPI
1701
Diversified Portfolios Inc
Michigan
$215K +$186K +558 New
MA
1702
Mezzasalma Advisors
New Jersey
$214K +$185K +554 New
TFM
1703
TFC Financial Management
Massachusetts
$214K -$26.4K -79 -12%
WCFA
1704
Walkner Condon Financial Advisors
Wisconsin
$213K +$184K +552 New
B
1705
Bailard
California
$212K +$184K +550 New
TWM
1706
Tanager Wealth Management
United Kingdom
$212K +$183K +549 New
KCM
1707
KRS Capital Management
Michigan
$211K +$183K +547 New
NCM
1708
Northside Capital Management
Oregon
$211K +$183K +547 New
HR
1709
Howe & Rusling
New York
$211K +$182K +546 New
BAM
1710
Blueshift Asset Management
New Jersey
$210K -$219K -656 -55%
FPW
1711
Flagship Private Wealth
Massachusetts
$210K +$182K +545 New
TFF
1712
The Family Firm
Maryland
$210K +$181K +543 New
LWM
1713
Lyell Wealth Management
California
$209K +$181K +541 New
SIMG
1714
Sonora Investment Management Group
Arizona
$208K +$180K +539 New
WCG
1715
Weaver Consulting Group
California
$208K +$180K +539 New
AAP
1716
Arax Advisory Partners
Colorado
$207K -$1.67K -5 -0.9%
OBWG
1717
Onyx Bridge Wealth Group
New York
$207K +$179K +537 New
CAM
1718
Covenant Asset Management
New Jersey
$207K +$179K +537 New
CC
1719
Chicago Capital
Illinois
$207K +$179K +537 New
ACI
1720
Alpha Cubed Investments
California
$206K +$179K +535 New
FFA
1721
First Foundation Advisors
California
$206K -$760K -2,277 -81%
AI
1722
AXS Investments
New York
$206K -$17.4K -52 -9%
CVM
1723
Cheviot Value Management
California
$206K +$178K +533 New
SRSA
1724
S.R. Schill & Associates
Washington
$206K +$178K +533 New
TCMP
1725
Thrive Capital Management (Pennsylvania)
Pennsylvania
$206K +$178K +533 New