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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1876
Compass Wealth Management
Connecticut
$32.8K – – –
RWM
1877
Raffa Wealth Management
District of Columbia
$32.4K – – –
Acadian Asset Management
1878
Acadian Asset Management
Massachusetts
$32K -$9.06M -27,143 -100%
BWM
1879
BKM Wealth Management
Wisconsin
$31.6K +$27.4K +82 New
TFA
1880
Toth Financial Advisory
Virginia
$30.9K – – –
SFFS
1881
Stonehage Fleming Financial Services
Jersey
$30.9K – – –
TVWM
1882
Tower View Wealth Management
Wisconsin
$30K – – –
AP
1883
Atwood & Palmer
Missouri
$29.7K – – –
IWP
1884
IAG Wealth Partners
Wisconsin
$29.7K – – –
CCC
1885
Chelsea Counsel Company
California
$28.9K -$14K -42 -36%
PA
1886
Pineridge Advisors
Missouri
$28.5K +$24.7K +74 New
PPC
1887
Park Place Capital
Alabama
$26.2K -$85.4K -256 -79%
FUBT
1888
First United Bank & Trust
Maryland
$26.2K +$22.7K +68 New
AWM
1889
Abound Wealth Management
Tennessee
$25.5K +$5.01K +15 +29%
PWA
1890
Provenance Wealth Advisors
Florida
$25.1K +$19.4K +58 +829%
T
1891
Tidemark
California
$24K +$20.7K +62 New
MFT
1892
Moisand Fitzgerald Tamayo
Florida
$23.5K +$334 +1 +2%
CCM
1893
Chilton Capital Management
Texas
$23.1K – – –
CAM
1894
Costello Asset Management
Pennsylvania
$23.1K – – –
HI
1895
Hoey Investments
Pennsylvania
$22.4K -$2.43M -7,293 -99%
MSG
1896
Main Street Group
Virginia
$22K +$19K +57 New
ME
1897
McIlrath & Eck
Washington
$21.6K -$668 -2 -3%
BWP
1898
Baldwin Wealth Partners
Massachusetts
$21.2K +$5.01K +15 +38%
FP
1899
Financial Perspectives
Minnesota
$20.2K +$668 +2 +4%
AFS
1900
Annapolis Financial Services
Maryland
$20K – – –