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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
GPWA
1901
Gaddis Premier Wealth Advisors
Oklahoma
$684K +$635K +778 New
AWA
1902
A4 Wealth Advisors
North Carolina
$682K -$330K -405 -34%
CH
1903
Canton Hathaway
Rhode Island
$681K
CSPIA
1904
Cary Street Partners Investment Advisory
Virginia
$681K +$30.2K +37 +5%
II
1905
Impact Investors
California
$680K -$559K -685 -47%
AIM
1906
Allen Investment Management
New York
$680K +$632K +774 New
PFW
1907
Petros Family Wealth
Minnesota
$679K +$4.08K +5 +0.7%
EBSAM
1908
Eubel Brady & Suttman Asset Management
Ohio
$679K -$178K -218 -22%
BPWM
1909
Badgley Phelps Wealth Managers
Washington
$679K -$816 -1 -0.1%
RFA
1910
Register Financial Advisors
Georgia
$679K
WC
1911
Waterloo Capital
Texas
$678K +$67.7K +83 +12%
BCMLT
1912
Beacon Capital Management LLC (Tennessee)
Tennessee
$676K +$13.1K +16 +2%
ACG
1913
Allen Capital Group
Nebraska
$675K +$37.5K +46 +6%
KIM
1914
Kane Investment Management
California
$674K +$10.6K +13 +2%
FLP
1915
Financial Life Planners
Arizona
$673K +$128K +157 +26%
RL
1916
Rogco LP
Oklahoma
$672K -$3.26K -4 -0.5%
WETS
1917
Wealth Enhancement Trust Services
South Dakota
$669K +$621K +761 New
FBB
1918
Fulton Breakefield Broenniman
Maryland
$668K +$6.53K +8 +1%
TFGT
1919
TS Financial Group (TSFG)
Illinois
$668K +$816 +1 +0.1%
MTIC
1920
Missouri Trust & Investment Company
Missouri
$666K
MMHP
1921
Murphy Middleton Hinkle & Parker
Georgia
$665K +$1.74M +2,132 New
WPW
1922
Waldron Private Wealth
Pennsylvania
$664K -$108K -132 -15%
ADMI
1923
Albert D. Mason Inc
Massachusetts
$662K -$6.53K -8 -1%
Kovitz Investment Group Partners
1924
Kovitz Investment Group Partners
Illinois
$661K -$59.2M -72,522 -99%
LGW
1925
Leslie Global Wealth
Illinois
$657K +$610K +748 New