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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
FLP
2051
Financial Life Planners
Arizona
$336K +$37.1K +64 +16%
GCA
2052
Gallagher Capital Advisors
Texas
$336K +$1.16K +2 +0.4%
OFS
2053
OneAscent Financial Services
Alabama
$335K +$38.8K +67 +17%
LWM
2054
Laidlaw Wealth Management
New York
$335K +$22K +38 +9%
NCM
2055
Neumann Capital Management
California
$334K +$1.16K +2 +0.4%
HA
2056
Helium Advisors
Washington
$333K +$3.48K +6 +1%
OIM
2057
Oder Investment Management
California
$333K +$11.6K +20 +4%
Cohen & Steers
2058
Cohen & Steers
New York
$333K
OAM
2059
Oxford Asset Management
United Kingdom
$333K +$272K +470 New
A
2060
Argentarii
Ohio
$332K
EG
2061
Ellerson Group
Maryland
$332K
FFS
2062
Founders Financial Securities
Maryland
$332K -$1.3M -2,235 -83%
FCB
2063
First County Bank
Connecticut
$331K -$29.6K -51 -10%
PFG
2064
PAX Financial Group
Texas
$329K -$199K -343 -42%
GC
2065
Garde Capital
Washington
$328K
SHFA
2066
SC&H Financial Advisors
Maryland
$328K +$18.5K +32 +7%
CIS
2067
Custom Index Systems
New York
$328K +$5.79K +10 +2%
MAWCM
2068
Mine & Arao Wealth Creation & Management
California
$327K +$579 +1 +0.2%
SAMT
2069
Select Asset Management & Trust
Pennsylvania
$327K
TCM
2070
Tandem Capital Management
New Jersey
$326K -$8.69K -15 -3%
TWA
2071
Talisman Wealth Advisors
New Jersey
$326K +$9.27K +16 +4%
MFS
2072
McNamara Financial Services
Massachusetts
$326K
WRPWM
2073
Werba Rubin Papier Wealth Management
California
$325K +$266K +459 New
WP
2074
Westmount Partners
California
$324K -$41.1K -71 -13%
EMCIP
2075
Ewing Morris & Co Investment Partners
Ontario, Canada
$323K -$319K -550 -55%