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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
WC
1901
Waterloo Capital
Texas
$672K +$21.4K +24 +3%
MCM
1902
MV Capital Management
Maryland
$672K -$892 -1 -0.1%
KLCM
1903
KG&L Capital Management
Louisiana
$671K -$4.19M -4,696 -84%
TWM
1904
Tanager Wealth Management
United Kingdom
$667K +$55.3K +62 +9%
TWP
1905
Triad Wealth Partners
Kansas
$663K -$35.7K -40 -5%
FG
1906
Fiduciary Group
Georgia
$662K -$11.6K -13 -2%
RPWA
1907
Regent Peak Wealth Advisors
Georgia
$662K +$42.8K +48 +7%
FLP
1908
Financial Life Planners
Arizona
$662K +$16.1K +18 +2%
OWA
1909
Octavia Wealth Advisors
Ohio
$661K -$13.4K -15 -2%
HWM
1910
Hohimer Wealth Management
Washington
$661K +$697K +781 New
BWCS
1911
Beirne Wealth Consulting Services
Connecticut
$660K +$892 +1 +0.1%
PB
1912
Prosperity Bancshares
Texas
$660K -$7.14K -8 -1%
CI
1913
Cambiar Investors
Colorado
$659K -$220K -247 -24%
SL
1914
Sentinus LLC
Illinois
$658K +$145K +162 +26%
Kovitz Investment Group Partners
1915
Kovitz Investment Group Partners
Illinois
$657K +$23.2K +26 +3%
HCS
1916
Himension Capital (Singapore)
Singapore
$657K +$693K +777 New
RFA
1917
Register Financial Advisors
Georgia
$657K +$4.46K +5 +0.6%
TWM
1918
Tradition Wealth Management
Minnesota
$656K +$123K +138 +22%
RPGK
1919
Retirement Planning Group (Kansas)
Kansas
$656K +$165K +185 +31%
TWP
1920
Tower Wealth Partners
Pennsylvania
$656K -$3.57K -4 -0.5%
CH
1921
Canton Hathaway
Rhode Island
$656K
AIM
1922
Allen Investment Management
New York
$655K
II
1923
Impact Investors
California
$655K
FWP
1924
Falcon Wealth Planning
California
$653K +$125K +140 +22%
CAC
1925
Certified Advisory Corp
Florida
$651K +$43.7K +49 +7%