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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1851
Beaumont Financial Advisors
Massachusetts
$565K -$57.1K -77 -10%
MSRI
1852
Michael S. Ryan Inc
New York
$562K +$12.6K +17 +2%
FCG
1853
Fielder Capital Group
Tennessee
$561K +$3.71K +5 +0.7%
AWM
1854
Accel Wealth Management
Iowa
$561K +$2.96K +4 +0.6%
LA
1855
Legacy Advisors
Pennsylvania
$561K +$522K +704 New
FOA
1856
Five Oceans Advisors
California
$557K -$14.8K -20 -3%
RC
1857
Rahlfs Capital
Texas
$557K – – –
CCG
1858
Ceeto Capital Group
Florida
$557K – – –
SPWM
1859
Schrum Private Wealth Management
Florida
$557K -$18.5K -25 -3%
MAM
1860
MMA Asset Management
Pennsylvania
$557K +$518K +699 New
AIM
1861
Athena Investment Management
California
$556K -$233K -315 -31%
IA
1862
Insight Advisors
Pennsylvania
$552K -$46.7K -63 -8%
RA
1863
Rise Advisors
New York
$551K +$26.7K +36 +5%
CG
1864
Clifford Group
Massachusetts
$550K – – –
4A
1865
4Wealth Advisors
Illinois
$550K -$27.4K -37 -5%
CT
1866
Chicago Trust
Illinois
$548K -$239K -323 -32%
WC
1867
Waterloo Capital
Texas
$548K -$32.6K -44 -6%
HI
1868
Humankind Investments
New York
$542K -$64.5K -87 -11%
KA
1869
Kore Advisors
Florida
$542K – – –
SCM
1870
Saxony Capital Management
Missouri
$542K +$4.45K +6 +0.9%
AA
1871
Auxano Advisors
Washington
$541K +$2.22K +3 +0.4%
GWP
1872
Gateway Wealth Partners
Wisconsin
$540K -$15.6K -21 -3%
PG
1873
Prostatis Group
Maryland
$535K -$39.3K -53 -7%
MCM
1874
Monument Capital Management
Virginia
$534K -$29.6K -40 -6%
CNTOF
1875
Canandaigua National Trust of Florida
New York
$534K -$14.8K -20 -3%