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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
AW
2076
Avion Wealth
Texas
$16K -$8.78K -20 -35%
FFA
2077
Frazier Financial Advisors
Ohio
$15.8K +$1.75K +4 +13%
TAM
2078
Tucker Asset Management
Colorado
$15.8K -$2.19K -5 -13%
BCPWM
2079
Bradley & Co Private Wealth Management
Florida
$15.8K – – –
Kayne Anderson Rudnick Investment Management
2080
Kayne Anderson Rudnick Investment Management
California
$15.4K -$42.6K -97 -74%
FCT
2081
First Community Trust
Iowa
$15.4K – – –
TFA
2082
Toth Financial Advisory
Virginia
$14.9K -$20.6K -47 -59%
MSE
2083
MUFG Securities EMEA
United Kingdom
$14K – – –
DIP
2084
DT Investment Partners
Pennsylvania
$13.6K – – –
RAM
2085
Riggs Asset Management
Pennsylvania
$13.1K +$2.63K +6 +26%
EC
2086
Elequin Capital
New York
$13.1K +$12.7K +29 New
GLR
2087
Great Lakes Retirement
Ohio
$13.1K +$12.7K +29 New
BHWM
2088
Bay Harbor Wealth Management
Maryland
$12.8K – – –
BWP
2089
Baldwin Wealth Partners
Massachusetts
$12.7K -$11.8K -27 -49%
CFFP
2090
Center for Financial Planning
Michigan
$12.7K – – –
FFA
2091
Fairfield Financial Advisors
Massachusetts
$12.3K +$11.8K +27 New
RTL
2092
Red Tortoise LLC
Georgia
$12.3K – – –
PG
2093
Proffitt & Goodson
Tennessee
$12.2K +$11.8K +27 New
KWAG
2094
Kiely Wealth Advisory Group
North Carolina
$12.2K – – –
FMTCOCP
2095
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K – – –
DPW
2096
DiNuzzo Private Wealth
Pennsylvania
$11.8K +$1.32K +3 +13%
CTC
2097
Cetera Trust Company
Minnesota
$11.3K – – –
CTWM
2098
Cherry Tree Wealth Management
Minnesota
$11.3K – – –
FC
2099
Fairscale Capital
New Hampshire
$10.1K +$8.78K +20 New
FNWA
2100
Financial Network Wealth Advisors
Utah
$9.5K +$9.21K +21 New