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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
NLP
1751
Next Level Private
New York
$261K +$878 +2 +0.3%
FFA
1752
Fi3 Financial Advisors
Indiana
$261K
BWM
1753
Baron Wealth Management
Michigan
$260K +$878 +2 +0.3%
PWA
1754
Providence Wealth Advisors
Illinois
$260K
WP
1755
WealthShield Partners
North Carolina
$259K
KA
1756
Kozak & Associates
Colorado
$259K -$1.75K -4 -0.7%
AT
1757
American Trust
Kentucky
$259K -$3.51K -8 -1%
EP
1758
EPIQ Partners
Minnesota
$258K -$29.4K -67 -11%
ZIG
1759
Zuckerman Investment Group
Illinois
$258K
GEA
1760
Glen Eagle Advisors
New Jersey
$256K -$119K -272 -32%
TCWA
1761
Turtle Creek Wealth Advisors
Texas
$256K +$248K +566 New
TCM
1762
Traynor Capital Management
Pennsylvania
$256K -$39.5K -90 -14%
APWA
1763
Atlas Private Wealth Advisors
New Jersey
$255K +$247K +564 New
LJAC
1764
L.J. Altfest & Co
New York
$255K +$22.8K +52 +10%
TSWM
1765
Tyler-Stone Wealth Management
Ohio
$254K +$34.2K +78 +16%
TFM
1766
TFC Financial Management
Massachusetts
$254K +$1.32K +3 +0.5%
WCFA
1767
Walkner Condon Financial Advisors
Wisconsin
$253K -$5.7K -13 -2%
LEA
1768
Legacy Edge Advisors
New York
$253K +$246K +560 New
SWM
1769
Scissortail Wealth Management
Oklahoma
$253K
3IP
1770
3Chopt Investment Partners
Virginia
$252K +$245K +558 New
Betterment LLC
1771
Betterment LLC
New York
$252K +$245K +558 New
WKWM
1772
Walter & Keenan Wealth Management
Indiana
$251K +$244K +556 New
MA
1773
Mezzasalma Advisors
New Jersey
$251K
VFG
1774
V2 Financial group
Illinois
$250K
EHWM
1775
Eads & Heald Wealth Management
Georgia
$250K +$29K +66 +14%