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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
UAM
1926
Unison Asset Management
Florida
$328K – – –
MMH
1927
Menora Mivtachim Holdings
Israel
$328K +$60.2K +100 +20%
MAG
1928
M3 Advisory Group
Massachusetts
$327K +$22.3K +37 +7%
TWM
1929
Tanager Wealth Management
United Kingdom
$327K +$13.2K +22 +4%
AFM
1930
Abbot Financial Management
Massachusetts
$327K +$360K +598 New
PWP
1931
Prasad Wealth Partners
Ohio
$326K -$2.41K -4 -0.7%
MCWA
1932
Meadow Creek Wealth Advisors
Georgia
$326K -$33.1K -55 -8%
SPI
1933
Santori & Peters Inc
Pennsylvania
$325K – – –
Betterment LLC
1934
Betterment LLC
New York
$325K +$13.8K +23 +4%
FG
1935
Fiduciary Group
Georgia
$324K – – –
MWA
1936
Meridian Wealth Advisors
Texas
$323K +$602 +1 +0.2%
PCM
1937
Princeton Capital Management
New Jersey
$323K – – –
SG
1938
StoneX Group
New York
$322K -$3.61K -6 -1%
HAS
1939
HBW Advisory Services
California
$322K +$40.9K +68 +13%
OPTFSNA
1940
Old Point Trust & Financial Services N A
Virginia
$321K – – –
CCFM
1941
Clear Creek Financial Management
Washington
$321K +$353K +587 New
ACM
1942
Accent Capital Management
Ohio
$320K +$21.7K +36 +7%
SGK
1943
Steigerwald Gordon & Koch
Virginia
$320K +$602 +1 +0.2%
PAG
1944
Private Advisory Group
Washington
$319K -$10.8K -18 -3%
IWM
1945
IMG Wealth Management
Florida
$318K +$2.41K +4 +0.7%
LFM
1946
LGT Fund Management
Liechtenstein
$318K +$351K +583 New
OWP
1947
ORG Wealth Partners
Texas
$318K +$348K +578 New
PCMM
1948
Piedmont Capital Management (Montana)
Montana
$318K -$9.63K -16 -2%
GSWA
1949
Good Steward Wealth Advisors
Tennessee
$318K +$350K +582 New
WAM
1950
Wolverine Asset Management
Illinois
$318K +$350K +582 New