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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
2051
Tufton Capital Management
Maryland
$336K – – –
FLP
2052
Financial Life Planners
Arizona
$336K +$37.1K +64 +16%
GCA
2053
Gallagher Capital Advisors
Texas
$336K +$1.16K +2 +0.4%
OFS
2054
OneAscent Financial Services
Alabama
$335K +$38.8K +67 +17%
LWM
2055
Laidlaw Wealth Management
New York
$335K +$22K +38 +9%
NCM
2056
Neumann Capital Management
California
$334K +$1.16K +2 +0.4%
HA
2057
Helium Advisors
Washington
$333K +$3.48K +6 +1%
OIM
2058
Oder Investment Management
California
$333K +$11.6K +20 +4%
Cohen & Steers
2059
Cohen & Steers
New York
$333K – – –
OAM
2060
Oxford Asset Management
United Kingdom
$333K +$272K +470 New
A
2061
Argentarii
Ohio
$332K – – –
EG
2062
Ellerson Group
Maryland
$332K – – –
FFS
2063
Founders Financial Securities
Maryland
$332K -$1.3M -2,235 -83%
FCB
2064
First County Bank
Connecticut
$331K -$29.6K -51 -10%
PFG
2065
PAX Financial Group
Texas
$329K -$199K -343 -42%
GC
2066
Garde Capital
Washington
$328K – – –
SHFA
2067
SC&H Financial Advisors
Maryland
$328K +$18.5K +32 +7%
CIS
2068
Custom Index Systems
New York
$328K +$5.79K +10 +2%
MAWCM
2069
Mine & Arao Wealth Creation & Management
California
$327K +$579 +1 +0.2%
SAMT
2070
Select Asset Management & Trust
Pennsylvania
$327K – – –
TCM
2071
Tandem Capital Management
New Jersey
$326K -$8.69K -15 -3%
TWA
2072
Talisman Wealth Advisors
New Jersey
$326K +$9.27K +16 +4%
MFS
2073
McNamara Financial Services
Massachusetts
$326K – – –
WRPWM
2074
Werba Rubin Papier Wealth Management
California
$325K +$266K +459 New
WP
2075
Westmount Partners
California
$324K -$41.1K -71 -13%