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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
MAG
1926
M3 Advisory Group
Massachusetts
$327K +$22.3K +37 +7%
TWM
1927
Tanager Wealth Management
United Kingdom
$327K +$13.2K +22 +4%
AFM
1928
Abbot Financial Management
Massachusetts
$327K +$360K +598 New
PWP
1929
Prasad Wealth Partners
Ohio
$326K -$2.41K -4 -0.7%
MCWA
1930
Meadow Creek Wealth Advisors
Georgia
$326K -$33.1K -55 -8%
SPI
1931
Santori & Peters Inc
Pennsylvania
$325K
Betterment LLC
1932
Betterment LLC
New York
$325K +$13.8K +23 +4%
FG
1933
Fiduciary Group
Georgia
$324K
MWA
1934
Meridian Wealth Advisors
Texas
$323K +$602 +1 +0.2%
PCM
1935
Princeton Capital Management
New Jersey
$323K
SG
1936
StoneX Group
New York
$322K -$3.61K -6 -1%
HAS
1937
HBW Advisory Services
California
$322K +$40.9K +68 +13%
OPTFSNA
1938
Old Point Trust & Financial Services N A
Virginia
$321K
CCFM
1939
Clear Creek Financial Management
Washington
$321K +$353K +587 New
ACM
1940
Accent Capital Management
Ohio
$320K +$21.7K +36 +7%
SGK
1941
Steigerwald Gordon & Koch
Virginia
$320K +$602 +1 +0.2%
PAG
1942
Private Advisory Group
Washington
$319K -$10.8K -18 -3%
IWM
1943
IMG Wealth Management
Florida
$318K +$2.41K +4 +0.7%
LFM
1944
LGT Fund Management
Liechtenstein
$318K +$351K +583 New
OWP
1945
ORG Wealth Partners
Texas
$318K +$348K +578 New
PCMM
1946
Piedmont Capital Management (Montana)
Montana
$318K -$9.63K -16 -2%
GSWA
1947
Good Steward Wealth Advisors
Tennessee
$318K +$350K +582 New
WAM
1948
Wolverine Asset Management
Illinois
$318K +$350K +582 New
WFI
1949
West Family Investments
California
$317K +$31.3K +52 +10%
IWP
1950
Invenio Wealth Partners
Florida
$316K +$48.7K +81 +16%