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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
MM
1726
Meridian Management
Arkansas
$320K +$3.91K +8 +1%
AA
1727
Auxano Advisors
Washington
$320K +$2.45K +5 +0.8%
LCGC
1728
Legacy Capital Group California
California
$320K -$15.2K -31 -5%
WP
1729
WealthShield Partners
North Carolina
$319K +$34.7K +71 +12%
SAM
1730
Seelaus Asset Management
New Jersey
$319K -$69K -141 -18%
AWM
1731
Aries Wealth Management
Maine
$319K – – –
TBWA
1732
Three Bridge Wealth Advisors
California
$319K – – –
AWM
1733
Accel Wealth Management
Iowa
$318K -$117K -239 -27%
1SB
1734
1ST Source Bank
Indiana
$318K – – –
OCM
1735
One Capital Management
California
$317K +$49.9K +102 +19%
WAL
1736
W Advisors LLC
Tennessee
$315K – – –
PMG
1737
ProVise Management Group
Florida
$314K +$2.45K +5 +0.8%
MPM
1738
MBB Public Markets
Illinois
$312K -$10.8M -22,076 -97%
FSC
1739
Full Sail Capital
Oklahoma
$312K -$42.6K -87 -12%
EBA
1740
Eagle Bay Advisors
New York
$312K -$10.8K -22 -3%
CG
1741
CFO4Life Group
Texas
$311K -$47.4K -97 -13%
BHIA
1742
Birch Hill Investment Advisors
Massachusetts
$309K – – –
KMWM
1743
Keudell/Morrison Wealth Management
Oregon
$309K – – –
TWM
1744
Thrive Wealth Management
Pennsylvania
$308K +$1.47K +3 +0.5%
Optiver Holding
1745
Optiver Holding
Netherlands
$306K -$11M -22,390 -97%
IFU
1746
iSAM Funds (UK)
United Kingdom
$304K +$301K +615 New
QPBE
1747
Quintet Private Bank (Europe)
Luxembourg
$304K +$47K +96 +19%
OPW
1748
Oxler Private Wealth
New York
$304K +$978 +2 +0.3%
BWG
1749
Berry Wealth Group
Texas
$304K +$11.3K +23 +4%
NCFG
1750
New Century Financial Group
New Jersey
$303K -$85.1K -174 -22%