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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
2101
Trinity Financial Advisors
Ohio
$609K -$24.4K -25 -4%
BWS
2102
Broadway Wealth Solutions
Texas
$608K -$8.78K -9 -1%
NCM
2103
NCM Capital Management
New Jersey
$607K -$4.88K -5 -0.8%
UAM
2104
Unison Asset Management
Florida
$607K – – –
SCM
2105
Saxony Capital Management
Missouri
$607K +$21.4K +22 +4%
HKAM
2106
Horizon Kinetics Asset Management
New York
$605K -$24.4K -25 -4%
PHWM
2107
Pine Harbor Wealth Management
Maryland
$604K – – –
1SB
2108
1ST Source Bank
Indiana
$603K -$26.3K -27 -4%
CAM
2109
Clark Asset Management
New Hampshire
$603K -$13.6K -14 -2%
GIA
2110
GHP Investment Advisors
Colorado
$602K +$975 +1 +0.2%
OL
2111
Odyssean LLC
Connecticut
$601K – – –
SIC
2112
Sterling Investment Counsel
New York
$599K -$1.95K -2 -0.3%
FG
2113
Foster Group
Iowa
$597K +$86.8K +89 +18%
PWM
2114
Peck Wealth Management
New York
$597K -$9.75K -10 -2%
FDDB
2115
Fidelity D&D Bancorp
Pennsylvania
$597K +$45.8K +47 +9%
LTAS
2116
Linden Thomas Advisory Services
North Carolina
$597K +$80.9K +83 +16%
RIA
2117
Regal Investment Advisors
Michigan
$596K -$37K -38 -6%
OPTFSNA
2118
Old Point Trust & Financial Services N A
Virginia
$595K – – –
JC
2119
JM2 Capital
Oklahoma
$595K +$22.4K +23 +4%
SPWM
2120
Spartan Planning & Wealth Management
North Carolina
$594K +$253K +259 +79%
LCA
2121
Legend Capital Advisors
New York
$594K -$97.5K -100 -15%
FCAS
2122
First Command Advisory Services
Texas
$593K -$59.5K -61 -9%
FCG
2123
Fielder Capital Group
Tennessee
$592K +$2.92K +3 +0.5%
SP
2124
Stablepoint Partners
Massachusetts
$590K -$71.2K -73 -11%
FAOAI
2125
Fund Advisors of America Inc
Florida
$585K -$5.85K -6 -1%