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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
EHWM
1776
Eads & Heald Wealth Management
Georgia
$250K +$29K +66 +14%
FSA
1777
Fort Sheridan Advisors
Illinois
$249K +$242K +551 New
FHA
1778
Flagship Harbor Advisors
Massachusetts
$249K +$241K +550 New
SAM
1779
Secure Asset Management
Michigan
$249K -$15.4K -35 -6%
TFF
1780
The Family Firm
Maryland
$249K +$1.32K +3 +0.5%
TWM
1781
Tanager Wealth Management
United Kingdom
$248K – – –
AIMA
1782
Ables Iannone Moore & Associates
Georgia
$248K -$4.39K -10 -2%
KCM
1783
KRS Capital Management
Michigan
$247K – – –
NCM
1784
Northside Capital Management
Oregon
$247K – – –
Vanguard Capital Wealth Advisors
1785
Vanguard Capital Wealth Advisors
Colorado
$247K +$439 +1 +0.2%
FPW
1786
Flagship Private Wealth
Massachusetts
$246K – – –
T
1787
TOBAM
France
$246K -$694K -1,582 -74%
I
1788
INVST
Indiana
$246K -$12.7K -29 -5%
V
1789
ViaWealth
Kansas
$246K +$439 +1 +0.2%
MAG
1790
M3 Advisory Group
Massachusetts
$246K +$238K +543 New
LWM
1791
Lyell Wealth Management
California
$245K – – –
CT
1792
Chicago Trust
Illinois
$245K +$16.2K +37 +7%
AC
1793
ASB Consultores
Florida
$243K -$234K -534 -50%
OCM
1794
One Capital Management
California
$243K +$236K +538 New
AWM
1795
Act Wealth Management
Texas
$242K +$6.58K +15 +3%
CVM
1796
Cheviot Value Management
California
$241K – – –
PHWM
1797
Pine Harbor Wealth Management
Maryland
$241K – – –
CW
1798
Channel Wealth
California
$240K -$19.7K -45 -8%
FCAS
1799
First Command Advisory Services
Texas
$240K -$41.7K -95 -15%
ACP
1800
Aveo Capital Partners
Colorado
$239K -$74.2K -169 -24%