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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
TAP
1726
TSG Advice Partners
Ohio
$866K -$892 -1 -0.1%
LSA
1727
Lansing Street Advisors
Pennsylvania
$864K -$28.5K -32 -3%
HIM
1728
Hanlon Investment Management
New Jersey
$863K +$7.14K +8 +0.8%
CSPIA
1729
Cary Street Partners Investment Advisory
Virginia
$862K +$218K +244 +31%
ACS
1730
Archford Capital Strategies
Illinois
$861K +$26.8K +30 +3%
Freestone Capital Holdings
1731
Freestone Capital Holdings
Washington
$860K +$145K +163 +19%
TWM
1732
TRB Wealth Management
Texas
$859K +$905K +1,015 New
TCI Wealth Advisors
1733
TCI Wealth Advisors
Arizona
$858K +$5.35K +6 +0.6%
Defiance ETFs
1734
Defiance ETFs
New York
$855K +$902K +1,011 New
PCMN
1735
Paradigm Capital Management (Nevada)
Nevada
$855K -$31.2K -35 -3%
GPW
1736
Gentry Private Wealth
Kansas
$854K -$80.3K -90 -8%
CH
1737
Cromwell Holdings
Wyoming
$852K – – –
ISWM
1738
Independent Solutions Wealth Management
New York
$852K -$1.57M -1,765 -64%
S
1739
SharpePoint
Arizona
$850K – – –
GL
1740
GHE LLC
Tennessee
$849K -$252K -282 -22%
BCM
1741
Brasada Capital Management
Texas
$846K -$268K -300 -23%
KA
1742
Kearns & Associates
California
$846K – – –
BOA
1743
Birnam Oak Advisors
New York
$846K +$892K +1,000 New
TTWM
1744
TCV Trust & Wealth Management
Virginia
$845K -$69.6K -78 -7%
Plancorp LLC
1745
Plancorp LLC
Missouri
$845K +$3.57K +4 +0.4%
SI
1746
Seeds Investor
New York
$845K +$269K +302 +48%
SCP
1747
Sivia Capital Partners
California
$843K -$532K -596 -37%
WA
1748
WBH Advisory
Maryland
$843K – – –
HFW
1749
Horizon Family Wealth
Illinois
$843K -$39.3K -44 -4%
AWM
1750
Athena Wealth Management
Nevada
$840K +$332K +372 +60%