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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2051
BankPlus Wealth Management
Mississippi
$406K +$38.5K +52 +11%
CCFM
2052
Clear Creek Financial Management
Washington
$405K -$53.4K -72 -12%
AWM
2053
Act Wealth Management
Texas
$405K +$5.19K +7 +1%
EHC
2054
Everett Harris & Co
California
$405K – – –
VFG
2055
V2 Financial group
Illinois
$405K – – –
BST
2056
Bath Savings Trust
Maine
$405K +$4.45K +6 +1%
NOI
2057
Newton One Investments
Delaware
$404K +$2.22K +3 +0.6%
SGFG
2058
Silver Grove Financial Group
New York
$403K +$375K +506 New
UB
2059
Umpqua Bank
Oregon
$403K +$12.6K +17 +3%
DDC
2060
DF Dent & Co
Maryland
$403K +$375K +506 New
BIA
2061
Bigelow Investment Advisors
Maine
$399K +$121K +163 +48%
DAM
2062
Diamant Asset Management
Connecticut
$398K – – –
EP
2063
Essential Planning
New Hampshire
$398K – – –
GI
2064
GS Investments
Minnesota
$398K – – –
HA
2065
Harbor Advisors
Florida
$398K – – –
OHWA
2066
Oak Hill Wealth Advisors
Virginia
$398K – – –
SWM
2067
Scissortail Wealth Management
Oklahoma
$398K – – –
TF
2068
Tompkins Financial
New York
$398K – – –
OFW
2069
Omnia Family Wealth
Florida
$398K – – –
OPWM
2070
Oxinas Partners Wealth Management
Indiana
$398K +$2.22K +3 +0.6%
PMG
2071
Private Management Group
California
$393K -$178K -240 -33%
HA
2072
Helium Advisors
Washington
$393K +$17K +23 +5%
CCM
2073
Canal Capital Management
Virginia
$393K -$16.3K -22 -4%
EP
2074
EPIQ Partners
Minnesota
$393K – – –
VFM
2075
Vision Financial Markets
Connecticut
$392K -$17.8K -24 -5%