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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
AFS
1801
Annapolis Financial Services
Maryland
$18.1K – – –
TAIM
1802
TD Ameritrade Investment Management
Nebraska
$18K -$26.8K -77 -60%
LF
1803
Lee Financial
Texas
$17.9K – – –
DIP
1804
DT Investment Partners
Pennsylvania
$17.5K +$17.8K +51 New
FP
1805
Financial Perspectives
Minnesota
$17.3K – – –
TC
1806
Truvestments Capital
Florida
$17.3K – – –
AWM
1807
Ameliora Wealth Management
Switzerland
$17.2K – – –
BBPWM
1808
Blue Bell Private Wealth Management
Pennsylvania
$17.2K – – –
SC
1809
Schubert & Co
Texas
$17.2K +$1.74K +5 +11%
YDMI
1810
Y.D. More Investments
Israel
$16.8K +$17.1K +49 New
QL
1811
Quarry LP
New York
$15.8K +$16K +46 New
AFG
1812
Albion Financial Group
Utah
$15.5K – – –
CFO
1813
CVA Family Office
Colorado
$15.5K +$15.7K +45 New
WOC
1814
West Oak Capital
California
$14K – – –
BCM
1815
Bourgeon Capital Management
Connecticut
$13.7K – – –
WBC
1816
West Branch Capital
Massachusetts
$13.2K – – –
Kayne Anderson Rudnick Investment Management
1817
Kayne Anderson Rudnick Investment Management
California
$13K – – –
PWMA
1818
Pension & Wealth Management Advisors
Massachusetts
$12.7K +$12.9K +37 New
LFA
1819
Legend Financial Advisors
Pennsylvania
$12.4K +$12.5K +36 New
BCPWM
1820
Bradley & Co Private Wealth Management
Florida
$12K – – –
WAS
1821
Winch Advisory Services
Wisconsin
$12K – – –
FCT
1822
First Community Trust
Iowa
$12K +$11.8K +34 New
AWM
1823
Abound Wealth Management
Tennessee
$11.3K -$9.75K -28 -46%
PS
1824
PayPay Securities
Japan
$10.6K +$10.8K +31 New
CAS
1825
Coppell Advisory Solutions
Texas
$9.98K +$10.1K +29 New