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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
2101
Saxony Capital Management
Missouri
$489K +$22.3K +25 +5%
SB
2102
Strategic Blueprint
Georgia
$488K +$43.7K +49 +9%
FCA
2103
FLC Capital Advisors
California
$488K +$268K +300 +108%
SIM
2104
Sterling Investment Management
Arizona
$486K -$2.2M -2,465 -81%
CP
2105
Castleview Partners
Texas
$486K +$16.9K +19 +3%
LI
2106
Louisbourg Investments
New Brunswick, Canada
$485K -$361K -405 -35%
MCM
2107
Morton Capital Management
California
$484K +$30.3K +34 +6%
SPI
2108
Santori & Peters Inc
Pennsylvania
$484K – – –
GRR
2109
Golden Reserve Retirement
Ohio
$484K +$140K +157 +38%
EW
2110
Expressive Wealth
Illinois
$484K – – –
AWA
2111
A4 Wealth Advisors
North Carolina
$484K -$182K -204 -26%
BFG
2112
Beacon Financial Group
Texas
$483K +$2.68K +3 +0.5%
VEM
2113
Vann Equity Management
Texas
$482K +$509K +570 New
VFG
2114
V2 Financial group
Illinois
$480K +$52.6K +59 +12%
TWM
2115
Tripletail Wealth Management
Florida
$479K +$13.4K +15 +3%
JC
2116
JM2 Capital
Oklahoma
$478K +$7.14K +8 +1%
JJBC
2117
James J. Burns & Company
New York
$477K +$1.78K +2 +0.4%
FMC
2118
First Merchants Corp
Indiana
$477K – – –
AFG
2119
ABLE Financial Group
Arizona
$477K +$4.46K +5 +0.9%
AAMC
2120
Asset Allocation & Management Company
Illinois
$475K – – –
AAG
2121
Armstrong Advisory Group
Massachusetts
$472K +$45.5K +51 +10%
GHAM
2122
Gilman Hill Asset Management
Connecticut
$471K – – –
VAG
2123
VisionPoint Advisory Group
Texas
$470K -$43.7K -49 -8%
AP
2124
Advisortrust Partners
North Carolina
$470K -$20.5K -23 -4%
HC
2125
Hara Capital
Washington
$470K – – –