GS icon

Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MGWM
1901
Marks Group Wealth Management
Minnesota
$341K +$86.7K +144 +30%
WAL
1902
W Advisors LLC
Tennessee
$341K -$7.82K -13 -2%
AC
1903
ASB Consultores
Florida
$340K -$162K -270 -30%
EMAM
1904
Encompass More Asset Management
California
$340K +$375K +623 New
KCP
1905
Kera Capital Partners
California
$340K +$17.5K +29 +5%
LTAS
1906
Linden Thomas Advisory Services
North Carolina
$339K +$43.3K +72 +13%
WKWM
1907
Walter & Keenan Wealth Management
Indiana
$338K +$40.9K +68 +12%
ML
1908
McAdam LLC
Pennsylvania
$338K +$110K +183 +42%
CSPIA
1909
Cary Street Partners Investment Advisory
Virginia
$337K +$33.7K +56 +10%
IVP
1910
Intrinsic Value Partners
Arizona
$337K -$205K -340 -36%
ACG
1911
Allen Capital Group
Nebraska
$336K +$9.63K +16 +3%
AWM
1912
Angeles Wealth Management
California
$336K -$30.1K -50 -8%
SIAG
1913
Safeguard Investment Advisory Group
California
$333K +$365K +607 New
OP
1914
ORG Partners
Indiana
$331K -$520K -864 -59%
FDDB
1915
Fidelity D&D Bancorp
Pennsylvania
$331K -$26.5K -44 -7%
DIA
1916
Dana Investment Advisors
Wisconsin
$331K +$48.7K +81 +15%
APWA
1917
Atlas Private Wealth Advisors
New Jersey
$331K +$21.7K +36 +6%
NCM
1918
NCM Capital Management
New Jersey
$331K – – –
3IP
1919
3Chopt Investment Partners
Virginia
$331K +$364K +605 New
SAM
1920
Seelaus Asset Management
New Jersey
$330K -$33.7K -56 -8%
BBPWM
1921
Blue Bell Private Wealth Management
Pennsylvania
$329K +$171K +284 +89%
TFA
1922
Trinity Financial Advisors
Ohio
$329K +$31.9K +53 +9%
GA
1923
GFS Advisors
Texas
$328K -$79.4K -132 -18%
PS
1924
Planned Solutions
California
$328K – – –
SSA
1925
South Street Advisors
New York
$328K – – –
75 76
77
78 79