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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
FWI
1801
Facet Wealth Inc
Maryland
$514K +$411K +710 New
RGC
1802
Roberts, Glore & Co
Illinois
$514K -$8.11K -14 -2%
PG
1803
Prostatis Group
Maryland
$513K -$148K -255 -26%
SPWM
1804
Schrum Private Wealth Management
Florida
$512K – – –
AA
1805
Advisory Alpha
Michigan
$512K +$122K +211 +41%
SIA
1806
SeaBridge Investment Advisors
New Jersey
$512K – – –
FCH
1807
Freestone Capital Holdings
Washington
$511K -$64.3K -111 -13%
FOA
1808
Five Oceans Advisors
California
$510K +$2.9K +5 +0.7%
FA
1809
Fortis Advisors
Pennsylvania
$506K – – –
CSPIA
1810
Cary Street Partners Investment Advisory
Virginia
$505K +$56.2K +97 +16%
BMC
1811
Benin Management Corp
Connecticut
$505K +$177K +306 +75%
PFA
1812
Peak Financial Advisors
Colorado
$505K +$413K +713 New
MCM
1813
Monument Capital Management
Virginia
$503K +$412K +711 New
CIP
1814
Convergence Investment Partners
Florida
$501K -$17.4K -30 -4%
RWM
1815
RKL Wealth Management
Pennsylvania
$500K -$5.21K -9 -1%
ACG
1816
Allen Capital Group
Nebraska
$500K +$52.7K +91 +15%
Hudson Bay Capital Management
1817
Hudson Bay Capital Management
Connecticut
$499K -$527K -909 -56%
AWM
1818
Accel Wealth Management
Iowa
$496K +$579 +1 +0.1%
PL
1819
Perpetual Ltd
Australia
$495K -$174K -300 -30%
RC
1820
Rahlfs Capital
Texas
$495K – – –
FCG
1821
Fielder Capital Group
Tennessee
$495K +$9.85K +17 +2%
CCG
1822
Ceeto Capital Group
Florida
$495K – – –
GWP
1823
Gateway Wealth Partners
Wisconsin
$495K +$12.2K +21 +3%
SPA
1824
Sherbrooke Park Advisers
New York
$495K +$405K +699 New
CIM
1825
Cambria Investment Management
California
$493K +$1.74K +3 +0.4%