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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2051
Act Wealth Management
Texas
$405K +$5.19K +7 +1%
EHC
2052
Everett Harris & Co
California
$405K
VFG
2053
V2 Financial group
Illinois
$405K
BST
2054
Bath Savings Trust
Maine
$405K +$4.45K +6 +1%
NOI
2055
Newton One Investments
Delaware
$404K +$2.22K +3 +0.6%
SGFG
2056
Silver Grove Financial Group
New York
$403K +$375K +506 New
UB
2057
Umpqua Bank
Oregon
$403K +$12.6K +17 +3%
DDC
2058
DF Dent & Co
Maryland
$403K +$375K +506 New
BIA
2059
Bigelow Investment Advisors
Maine
$399K +$121K +163 +48%
DAM
2060
Diamant Asset Management
Connecticut
$398K
EP
2061
Essential Planning
New Hampshire
$398K
GI
2062
GS Investments
Minnesota
$398K
HA
2063
Harbor Advisors
Florida
$398K
OHWA
2064
Oak Hill Wealth Advisors
Virginia
$398K
SWM
2065
Scissortail Wealth Management
Oklahoma
$398K
TF
2066
Tompkins Financial
New York
$398K
OFW
2067
Omnia Family Wealth
Florida
$398K
OPWM
2068
Oxinas Partners Wealth Management
Indiana
$398K +$2.22K +3 +0.6%
PMG
2069
Private Management Group
California
$393K -$178K -240 -33%
HA
2070
Helium Advisors
Washington
$393K +$17K +23 +5%
CCM
2071
Canal Capital Management
Virginia
$393K -$16.3K -22 -4%
EP
2072
EPIQ Partners
Minnesota
$393K
VFM
2073
Vision Financial Markets
Connecticut
$392K -$17.8K -24 -5%
KFGK
2074
Keystone Financial Group (Kentucky)
Kentucky
$391K -$9.63K -13 -3%
TAFW
2075
Tred Avon Family Wealth
Maryland
$391K +$364K +491 New