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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
1876
Invenio Wealth Partners
Florida
$243K +$11.3K +23 +5%
OPWM
1877
Oxinas Partners Wealth Management
Indiana
$243K -$91K -186 -28%
BFG
1878
Beacon Financial Group
Texas
$242K +$239K +489 New
LJAC
1879
L.J. Altfest & Co
New York
$241K -$37.7K -77 -14%
SB
1880
Sunflower Bank
Texas
$241K +$238K +486 New
SI
1881
Seeds Investor
New York
$240K +$237K +484 New
WCFA
1882
Walkner Condon Financial Advisors
Wisconsin
$240K -$37.2K -76 -14%
HCA
1883
Horan Capital Advisors
Ohio
$239K
NC
1884
NBW Capital
Massachusetts
$239K +$489 +1 +0.2%
BWM
1885
Baron Wealth Management
Michigan
$239K -$45K -92 -16%
LRWA
1886
Long Run Wealth Advisors
New York
$239K -$110K -225 -32%
PCM
1887
Princeton Capital Management
New Jersey
$239K
IWA
1888
Icon Wealth Advisors
Texas
$239K +$62.1K +127 +36%
AA
1889
Apriem Advisors
California
$238K
BST
1890
Bath Savings Trust
Maine
$238K -$17.1K -35 -7%
MGWM
1891
Marks Group Wealth Management
Minnesota
$238K
MCM
1892
Morton Capital Management
California
$237K +$235K +480 New
OBWG
1893
Onyx Bridge Wealth Group
New York
$236K +$234K +478 New
QCIG
1894
Quad-Cities Investment Group
Iowa
$236K
SCM
1895
Saxony Capital Management
Missouri
$236K +$233K +476 New
AW
1896
Apricus Wealth
South Carolina
$235K
TCM
1897
Tufton Capital Management
Maryland
$235K
WJA
1898
Willis Johnson & Associates
Texas
$235K -$9.29K -19 -4%
MWA
1899
Meridian Wealth Advisors
Texas
$234K +$231K +473 New
BIAS
1900
Beacon Investment Advisory Services
New Jersey
$234K +$231K +472 New