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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
FEM
1901
Fulcrum Equity Management
Texas
$201K +$195K +444 New
AA
1902
Advisory Alpha
Michigan
$200K +$194K +443 New
MFWP
1903
Mosaic Family Wealth Partners
Missouri
$200K +$194K +442 New
NFSG
1904
Newbridge Financial Services Group
Florida
$198K +$103K +235 +116%
RA
1905
Rational Advisors
New York
$196K +$111K +253 +140%
GJIA
1906
Glass Jacobson Investment Advisors
Maryland
$190K
LWANC
1907
Laurel Wealth Advisors (North Carolina)
North Carolina
$188K
NS
1908
NBC Securities
Alabama
$185K -$535K -1,219 -75%
CHC
1909
City Holding Co
West Virginia
$184K
HGERS
1910
Householder Group Estate & Retirement Specialist
Arizona
$184K
AEPWM
1911
Atlantic Edge Private Wealth Management
Florida
$183K +$4.39K +10 +3%
IWA
1912
Icon Wealth Advisors
Texas
$181K +$10.5K +24 +7%
RAM
1913
Ramirez Asset Management
New York
$181K
ITIM
1914
Indiana Trust & Investment Management
Indiana
$177K -$7.46K -17 -4%
AWM
1915
Atticus Wealth Management
Florida
$172K
NMM
1916
Naples Money Management
Florida
$170K -$15.8K -36 -9%
HPC
1917
HM Payson & Co
Maine
$169K +$3.07K +7 +2%
GJWM
1918
Gilliland Jeter Wealth Management
Arkansas
$164K +$136K +309 +572%
OC
1919
Oakworth Capital
Alabama
$161K
HFS
1920
Hantz Financial Services
Michigan
$161K -$17.1K -39 -10%
TSMHT
1921
Thurston Springer Miller Herd & Titak
Indiana
$156K +$151K +345 New
CAL
1922
Capital Advisors Ltd
Ohio
$154K +$14K +32 +10%
BC
1923
Barrett & Company
Rhode Island
$152K +$439 +1 +0.3%
ANBT
1924
American National Bank & Trust
Texas
$149K -$7.02K -16 -5%
EC
1925
EdgeRock Capital
Colorado
$148K +$144K +328 New