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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
CMI
2026
Clare Market Investments
Texas
$283K +$602 +1 +0.2%
BST
2027
Bath Savings Trust
Maine
$282K +$22.3K +37 +8%
VFM
2028
Vision Financial Markets
Connecticut
$282K +$45.1K +75 +17%
EL
2029
EWA LLC
Pennsylvania
$282K +$15K +25 +5%
EIA
2030
Edgemoor Investment Advisors
Maryland
$282K +$3.61K +6 +1%
PFA
2031
Pathway Financial Advisors
Vermont
$281K – – –
IAMOG
2032
Investors Asset Management of Georgia
Georgia
$281K +$3.61K +6 +1%
FA
2033
Faithward Advisors
Pennsylvania
$280K -$7.22K -12 -2%
FG
2034
Foster Group
Iowa
$280K +$42.7K +71 +16%
AA
2035
Advisory Alpha
Michigan
$280K +$13.8K +23 +5%
GLLW
2036
Graves Light Lenhart Wealth
Virginia
$280K -$18.7K -31 -6%
FWP
2037
Falcon Wealth Planning
California
$278K +$17.5K +29 +6%
AWM
2038
Act Wealth Management
Texas
$278K -$7.82K -13 -2%
VFG
2039
V2 Financial group
Illinois
$278K – – –
VIPI
2040
Vista Investment Partners II
Indiana
$276K -$69.2K -115 -19%
PAM
2041
PCG Asset Management
New Jersey
$276K -$24.1K -40 -7%
KFGK
2042
Keystone Financial Group (Kentucky)
Kentucky
$276K +$28.3K +47 +10%
DOA
2043
D'Orazio & Associates
Virginia
$275K +$41.5K +69 +16%
LSL
2044
Legacy Solutions LLC
Pennsylvania
$275K – – –
NOI
2045
Newton One Investments
Delaware
$274K +$1.2K +2 +0.4%
CWC
2046
Carolinas Wealth Consulting
North Carolina
$274K +$29.5K +49 +11%
CM
2047
Capula Management
Cayman Islands
$274K +$226K +375 +295%
CAIMH
2048
Central Asset Investments & Management Holdings
Hong Kong
$273K -$1.12M -1,860 -79%
EP
2049
Essential Planning
New Hampshire
$273K -$301K -500 -50%
DAM
2050
Diamant Asset Management
Connecticut
$273K – – –