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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
SGK
1901
Steigerwald Gordon & Koch
Virginia
$201K +$195K +444 New
AAG
1902
Armstrong Advisory Group
Massachusetts
$201K +$7.9K +18 +4%
FEM
1903
Fulcrum Equity Management
Texas
$201K +$195K +444 New
AA
1904
Advisory Alpha
Michigan
$200K +$194K +443 New
MFWP
1905
Mosaic Family Wealth Partners
Missouri
$200K +$194K +442 New
NFSG
1906
Newbridge Financial Services Group
Florida
$198K +$103K +235 +116%
RA
1907
Rational Advisors
New York
$196K +$111K +253 +140%
GJIA
1908
Glass Jacobson Investment Advisors
Maryland
$190K – – –
LWANC
1909
Laurel Wealth Advisors (North Carolina)
North Carolina
$188K – – –
NS
1910
NBC Securities
Alabama
$185K -$535K -1,219 -75%
CHC
1911
City Holding Co
West Virginia
$184K – – –
HGERS
1912
Householder Group Estate & Retirement Specialist
Arizona
$184K – – –
AEPWM
1913
Atlantic Edge Private Wealth Management
Florida
$183K +$4.39K +10 +3%
IWA
1914
Icon Wealth Advisors
Texas
$181K +$10.5K +24 +7%
RAM
1915
Ramirez Asset Management
New York
$181K – – –
ITIM
1916
Indiana Trust & Investment Management
Indiana
$177K -$7.46K -17 -4%
AWM
1917
Atticus Wealth Management
Florida
$172K – – –
NMM
1918
Naples Money Management
Florida
$170K -$15.8K -36 -9%
HPC
1919
HM Payson & Co
Maine
$169K +$3.07K +7 +2%
GJWM
1920
Gilliland Jeter Wealth Management
Arkansas
$164K +$136K +309 +572%
OC
1921
Oakworth Capital
Alabama
$161K – – –
HFS
1922
Hantz Financial Services
Michigan
$161K -$17.1K -39 -10%
TSMHT
1923
Thurston Springer Miller Herd & Titak
Indiana
$156K +$151K +345 New
CAL
1924
Capital Advisors Ltd
Ohio
$154K +$14K +32 +10%
BC
1925
Barrett & Company
Rhode Island
$152K +$439 +1 +0.3%