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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
2151
Albion Financial Group
Utah
$16.3K -$7.34K -15 -31%
TFA
2152
Toth Financial Advisory
Virginia
$16.3K – – –
SFA
2153
Semmax Financial Advisors
North Carolina
$15.5K -$12.7K -26 -50%
KWAG
2154
Kiely Wealth Advisory Group
North Carolina
$14.9K – – –
BHWM
2155
Bay Harbor Wealth Management
Maryland
$14.1K – – –
FFA
2156
Frazier Financial Advisors
Ohio
$13.9K -$3.42K -7 -20%
CFFP
2157
Center for Financial Planning
Michigan
$13.9K – – –
FFA
2158
Fairfield Financial Advisors
Massachusetts
$13.6K – – –
RTL
2159
Red Tortoise LLC
Georgia
$13.5K – – –
PCM
2160
Penserra Capital Management
California
$13K -$166M -340,177 -100%
FMTCOCP
2161
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K – – –
DPW
2162
DiNuzzo Private Wealth
Pennsylvania
$12.9K – – –
CTC
2163
Cetera Trust Company
Minnesota
$12.4K – – –
CTWM
2164
Cherry Tree Wealth Management
Minnesota
$12.4K – – –
MSFP
2165
Mark Sheptoff Financial Planning
Connecticut
$12.4K +$12.2K +25 New
HFS
2166
HBC Financial Services
Washington
$12K +$6.85K +14 +140%
TPW
2167
Talon Private Wealth
Florida
$10.9K +$10.8K +22 New
FNWA
2168
Financial Network Wealth Advisors
Utah
$10.4K – – –
HCA
2169
Harbor Capital Advisors
Illinois
$10K +$10.3K +21 New
EWP
2170
Elevation Wealth Partners
California
$9.94K – – –
ATC
2171
Adirondack Trust Company
New York
$9.9K – – –
FC
2172
Fairscale Capital
New Hampshire
$9.9K – – –
LFA
2173
Legend Financial Advisors
Pennsylvania
$9.9K – – –
NFA
2174
Northwest Financial Advisors
Virginia
$9.41K +$9.29K +19 New
CAM
2175
Creekmur Asset Management
Illinois
$8.91K – – –