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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
OIM
2126
Oder Investment Management
California
$359K -$14.8K -20 -4%
CWM
2127
Cherrydale Wealth Management
New Jersey
$359K
BI
2128
Beckerman Institutional
New Jersey
$358K
BCM
2129
Boltwood Capital Management
California
$358K +$3.71K +5 +1%
FG
2130
Foster Group
Iowa
$357K +$13.3K +18 +4%
EBWM
2131
Eagle Bluffs Wealth Management
Missouri
$357K
TAA
2132
TB Alternative Assets
Cayman Islands
$356K -$1.15M -1,553 -78%
CP
2133
CenterBook Partners
Connecticut
$356K +$331K +447 New
CA
2134
Continuum Advisory
Idaho
$355K -$38.5K -52 -10%
IC
2135
Iconiq Capital
California
$354K -$1.09M -1,468 -77%
LNB
2136
Ledyard National Bank
$354K +$5.93K +8 +2%
WWM
2137
Westwood Wealth Management
California
$354K +$37K +50 +13%
HDIM
2138
Hanson & Doremus Investment Management
Vermont
$354K -$38.5K -52 -10%
AWE
2139
Avidian Wealth Enterprises
Texas
$354K +$78.5K +106 +31%
CFS
2140
Commonwealth Financial Services
West Virginia
$354K +$23K +31 +8%
AB
2141
Atlas Brown
Kentucky
$353K
SSW
2142
Smith Shellnut Wilson
Mississippi
$353K +$328K +443 New
AG
2143
Algert Global
California
$352K +$328K +442 New
CA
2144
Crewe Advisors
Utah
$351K +$83K +112 +34%
BSSFA
2145
Baron Silver Stevens Financial Advisors
Florida
$351K +$25.2K +34 +8%
FWA
2146
Flagship Wealth Advisors
Massachusetts
$351K
CFS
2147
Coordinated Financial Services
Colorado
$350K -$72.6K -98 -18%
LIA
2148
Lynx Investment Advisory
District of Columbia
$349K
NCM
2149
Nelson Capital Management
California
$348K -$148K -200 -31%
SWM
2150
SFG Wealth Management
Maryland
$348K +$1.48K +2 +0.5%