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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
WP
1726
WealthShield Partners
North Carolina
$240K +$223K +574 New
WCFA
1727
Walkner Condon Financial Advisors
Wisconsin
$239K +$8.15K +21 +4%
BWM
1728
Baron Wealth Management
Michigan
$239K – – –
AI
1729
AXS Investments
New York
$239K +$14.4K +37 +7%
ZIG
1730
Zuckerman Investment Group
Illinois
$238K – – –
SIMG
1731
Sonora Investment Management Group
Arizona
$236K +$10.1K +26 +5%
ACI
1732
Alpha Cubed Investments
California
$235K +$10.5K +27 +5%
SWM
1733
Scissortail Wealth Management
Oklahoma
$233K -$19.4K -50 -8%
PWA
1734
Providence Wealth Advisors
Illinois
$233K -$4.41M -11,376 -95%
TFM
1735
TFC Financial Management
Massachusetts
$233K +$1.55K +4 +0.7%
AIMA
1736
Ables Iannone Moore & Associates
Georgia
$233K – – –
DPI
1737
Diversified Portfolios Inc
Michigan
$233K – – –
WWM
1738
Whalen Wealth Management
Nevada
$233K +$216K +557 New
MA
1739
Mezzasalma Advisors
New Jersey
$231K – – –
I
1740
INVST
Indiana
$231K -$1.5M -3,866 -87%
TA
1741
TFB Advisors
Kansas
$231K +$210K +541 New
JSW
1742
Journey Strategic Wealth
New Jersey
$230K +$213K +550 New
FDDB
1743
Fidelity D&D Bancorp
Pennsylvania
$229K -$18.2K -47 -8%
TWM
1744
Tanager Wealth Management
United Kingdom
$229K – – –
CA
1745
Claro Advisors
Massachusetts
$229K +$213K +548 New
BPWM
1746
Badgley Phelps Wealth Managers
Washington
$229K -$9.7K -25 -4%
KCM
1747
KRS Capital Management
Michigan
$228K – – –
WCG
1748
Weaver Consulting Group
California
$228K +$3.1K +8 +1%
TFF
1749
The Family Firm
Maryland
$228K +$1.55K +4 +0.7%
NCM
1750
Northside Capital Management
Oregon
$228K – – –