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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
MTIC
1951
Missouri Trust & Investment Company
Missouri
$772K
CA
1952
Cornerstone Advisory
Maryland
$771K +$98.5K +101 +15%
OFS
1953
Orrstown Financial Services
Pennsylvania
$767K -$155K -159 -17%
RRA
1954
Red Reef Advisors
Florida
$767K -$9.75K -10 -1%
HCM
1955
Hollencrest Capital Management
California
$765K +$29.2K +30 +4%
LIA
1956
Lynx Investment Advisory
District of Columbia
$764K +$352K +361 +92%
PWA
1957
Portus Wealth Advisors
North Carolina
$762K +$70.2K +72 +11%
RCM
1958
Raleigh Capital Management
North Carolina
$761K +$37K +38 +5%
DT
1959
DV Trading
Illinois
$757K -$80.9K -83 -10%
LIA
1960
LS Investment Advisors
Michigan
$755K +$728K +747 New
TFIPS
1961
Towarzystwo Funduszy Inwestycyjnych PZU SA
$749K +$1.95K +2 +0.3%
IWA
1962
Icon Wealth Advisors
Texas
$747K +$467K +479 +184%
TC
1963
TownSquare Capital
Utah
$747K +$63.4K +65 +10%
BWM
1964
Birchcreek Wealth Management
Ohio
$745K +$19.5K +20 +3%
CFD
1965
Creative Financial Designs
Indiana
$744K +$31.2K +32 +5%
NGA
1966
Naples Global Advisors
Florida
$743K +$138K +142 +24%
TWP
1967
Tower Wealth Partners
Pennsylvania
$742K -$40K -41 -5%
PFG
1968
PAX Financial Group
Texas
$736K +$122K +125 +21%
WTA
1969
Washington Trust Advisors
Massachusetts
$735K -$151K -155 -18%
BI
1970
Bolthouse Investments
California
$735K
WPW
1971
Waldron Private Wealth
Pennsylvania
$732K -$43.9K -45 -6%
PCM
1972
Penserra Capital Management
California
$731K +$682K +700 +2,917%
BCA
1973
Bay Capital Advisors
Virginia
$731K -$8.78K -9 -1%
PCM
1974
Poehling Capital Management
Wisconsin
$730K -$4.59M -4,705 -87%
DM
1975
Diversified Management
Wisconsin
$730K -$4.07M -4,173 -85%