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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
OIM
1751
Orca Investment Management
Oregon
$866K -$11.4K -14 -1%
TW
1752
TritonPoint Wealth
Maryland
$864K -$1.19M -1,458 -60%
DIP
1753
Davis Investment Partners
North Carolina
$862K +$1.63K +2 +0.2%
WA
1754
WBH Advisory
Maryland
$861K – – –
HA
1755
Hegarty Advisors
New York
$861K +$799K +979 New
CP
1756
Canopy Partners
Ohio
$859K +$84K +103 +12%
LWM
1757
Liberty Wealth Management
California
$857K -$31.8K -39 -4%
PIA
1758
Perennial Investment Advisors
California
$856K -$115K -141 -13%
CGA
1759
Crescent Grove Advisors
Illinois
$856K +$53.9K +66 +7%
CF
1760
Carlson Financial
Oregon
$854K +$793K +972 New
LOWM
1761
Laurel Oak Wealth Management
New Jersey
$853K +$791K +970 New
AHL
1762
Abel Hall LLC
Louisiana
$849K +$554K +679 +237%
BCA
1763
Bay Colony Advisors
Massachusetts
$845K -$47.3K -58 -6%
CC
1764
Clearwave Capital
California
$844K +$784K +961 New
WBCM
1765
Wilson & Boucher Capital Management
California
$844K – – –
MWM
1766
Maltin Wealth Management
New Jersey
$843K +$4.9K +6 +0.6%
GSC
1767
G&S Capital
Colorado
$840K -$8.98K -11 -1%
AWAP
1768
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$839K -$81.6K -100 -9%
HKAM
1769
Horizon Kinetics Asset Management
New York
$838K -$153K -187 -16%
WWM
1770
Whalen Wealth Management
Nevada
$836K +$777K +952 New
NAS
1771
Nicolet Advisory Services
Wisconsin
$832K +$286K +351 +67%
MMCM
1772
Murphy & Mullick Capital Management
New York
$831K +$154K +189 +25%
AA
1773
ALPS Advisors
Colorado
$828K +$70.2K +86 +10%
IIM
1774
Ironwood Investment Management
Massachusetts
$825K – – –
PPC
1775
Pennington Partners & Co
Maryland
$823K -$80K -98 -9%