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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
E
2151
Entelevest
Florida
$551K +$22.4K +23 +4%
AG
2152
AmeriFlex Group
Nevada
$550K +$6.83K +7 +1%
KA
2153
Kercheville Advisors
Texas
$549K +$164K +168 +45%
EHC
2154
Everett Harris & Co
California
$548K +$39K +40 +8%
GC
2155
Garde Capital
Washington
$548K -$5.85K -6 -1%
LWIC
2156
Leith Wheeler Investment Counsel
British Columbia, Canada
$546K -$58.5K -60 -10%
BST
2157
Bath Savings Trust
Maine
$546K +$33.1K +34 +7%
RWA
2158
Rooted Wealth Advisors
Illinois
$546K +$54.6K +56 +12%
B
2159
Bensler
Washington
$542K -$73.1K -75 -12%
SWP
2160
Summit Wealth Partners
Florida
$540K
LWM
2161
LeConte Wealth Management
Tennessee
$540K -$45.8K -47 -8%
CVM
2162
Cheviot Value Management
California
$539K
PFG
2163
Prosperity Financial Group
California
$539K +$3.9K +4 +0.8%
9C
2164
9823 Capital
Texas
$539K +$520K +533 New
ST
2165
Sentinel Trust
Texas
$539K
NG
2166
Novem Group
New York
$538K +$18.5K +19 +4%
OWP
2167
ORG Wealth Partners
Texas
$538K -$4.88K -5 -0.9%
AWM
2168
Atticus Wealth Management
Florida
$536K +$1.95K +2 +0.4%
FPW
2169
Flagship Private Wealth
Massachusetts
$536K
EG
2170
Ellerson Group
Maryland
$535K -$4.88K -5 -0.9%
QFA
2171
Quantum Financial Advisors
California
$533K +$975 +1 +0.2%
PWG
2172
Portside Wealth Group
Utah
$532K +$6.83K +7 +1%
LEA
2173
Legacy Edge Advisors
New York
$532K -$14.6K -15 -3%
BPW
2174
Bingham Private Wealth
California
$532K +$15.6K +16 +3%
TAFW
2175
Tred Avon Family Wealth
Maryland
$532K +$24.4K +25 +5%