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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
OPTFSNA
1876
Old Point Trust & Financial Services N A
Virginia
$337K -$5.58K -10 -2%
SGK
1877
Steigerwald Gordon & Koch
Virginia
$335K
AFG
1878
ABLE Financial Group
Arizona
$334K -$1.12K -2 -0.3%
NLP
1879
Next Level Private
New York
$333K +$1.12K +2 +0.3%
RTC
1880
Real Talk Capital
Tennessee
$332K +$324K +580 New
IWM
1881
IMG Wealth Management
Florida
$332K +$323K +579 New
FSA
1882
Fort Sheridan Advisors
Illinois
$330K
TWM
1883
Tanager Wealth Management
United Kingdom
$330K +$3.9K +7 +1%
BPW
1884
Bingham Private Wealth
California
$329K +$320K +574 New
TC
1885
TFR Capital
Texas
$328K +$320K +573 New
Betterment LLC
1886
Betterment LLC
New York
$328K +$4.46K +8 +1%
FFA
1887
First Foundation Advisors
California
$327K -$558 -1 -0.2%
GAM
1888
Grandview Asset Management
Pennsylvania
$327K +$4.46K +8 +1%
EP
1889
EPIQ Partners
Minnesota
$327K
APWA
1890
Atlas Private Wealth Advisors
New Jersey
$327K +$1.12K +2 +0.4%
WWM
1891
Waterway Wealth Management
Texas
$326K +$33.5K +60 +12%
NAMNJ
1892
NorthStar Asset Management (New Jersey)
New Jersey
$326K -$11.2K -20 -3%
CIS
1893
Custom Index Systems
New York
$325K -$14.5K -26 -4%
GIA
1894
GHP Investment Advisors
Colorado
$325K +$558 +1 +0.2%
GEA
1895
Glen Eagle Advisors
New Jersey
$325K
TFM
1896
TFC Financial Management
Massachusetts
$324K +$1.12K +2 +0.4%
FFG
1897
Fortem Financial Group
California
$322K +$558 +1 +0.2%
AAMC
1898
Asset Allocation & Management Company
Illinois
$322K +$313K +562 New
MFGM
1899
Marshall Financial Group (Maryland)
Maryland
$322K +$77K +138 +33%
MAG
1900
M3 Advisory Group
Massachusetts
$322K -$1.12K -2 -0.4%