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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
OPW
2051
Oxler Private Wealth
New York
$524K -$13.4K -15 -2%
CHC
2052
City Holding Co
West Virginia
$520K – – –
BWS
2053
Broadway Wealth Solutions
Texas
$517K +$144K +161 +36%
Valmark Advisers
2054
Valmark Advisers
Ohio
$517K +$214K +240 +65%
OFG
2055
Oxford Financial Group
Indiana
$517K -$23.2K -26 -4%
B
2056
Bensler
Washington
$517K +$4.46K +5 +0.8%
FWP
2057
FAS Wealth Partners
Kansas
$517K +$15.2K +17 +3%
SSWM
2058
Sheets Smith Wealth Management
North Carolina
$516K +$206K +231 +61%
PUI
2059
Purpose Unlimited Inc
$516K -$34.8K -39 -6%
CAM
2060
Clark Asset Management
New Hampshire
$516K +$85.6K +96 +19%
GWM
2061
Greenline Wealth Management
Florida
$515K +$57.1K +64 +12%
IWM
2062
IMG Wealth Management
Florida
$514K +$3.57K +4 +0.7%
4A
2063
4Wealth Advisors
Illinois
$513K -$25K -28 -4%
NCM
2064
NCM Capital Management
New Jersey
$512K – – –
SSA
2065
South Street Advisors
New York
$512K – – –
TFM
2066
TFC Financial Management
Massachusetts
$511K +$16.9K +19 +3%
PFG
2067
PAX Financial Group
Texas
$510K +$59.8K +67 +13%
CCM
2068
CFO Capital Management
Connecticut
$508K -$107K -120 -17%
PWM
2069
Peck Wealth Management
New York
$508K – – –
PS
2070
Planned Solutions
California
$508K – – –
UAM
2071
Unison Asset Management
Florida
$508K – – –
LWIC
2072
Leith Wheeler Investment Counsel
British Columbia, Canada
$508K – – –
Avidian Wealth Enterprises
2073
Avidian Wealth Enterprises
Texas
$507K +$153K +172 +40%
MCM
2074
Monument Capital Management
Virginia
$507K -$4.46K -5 -0.8%
London & Capital Asset Management
2075
London & Capital Asset Management
United Kingdom
$506K -$110K -123 -17%