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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
CLA
2151
Carnegie Lake Advisors
New Jersey
$233K +$28.3K +47 +12%
KOC
2152
Koss-Olinger Consulting
Florida
$233K +$257K +427 New
PWMG
2153
Pinnacle Wealth Management Group
Michigan
$232K – – –
KA
2154
Kozak & Associates
Colorado
$231K -$37.9K -63 -12%
S
2155
Sunpointe
Missouri
$231K -$70.4K -117 -22%
MFWP
2156
Mosaic Family Wealth Partners
Missouri
$230K +$8.42K +14 +3%
Park National Corp
2157
Park National Corp
Ohio
$230K +$30.1K +50 +13%
GQG Partners
2158
GQG Partners
Florida
$230K -$2.68M -4,450 -91%
PCM
2159
Payne Capital Management
New York
$229K -$20.5K -34 -7%
TLA
2160
Tanglewood Legacy Advisors
Texas
$229K – – –
LIA
2161
Lynx Investment Advisory
District of Columbia
$229K -$13.2K -22 -5%
CCG
2162
Coastwise Capital Group
California
$229K -$62.6K -104 -20%
GC
2163
GFG Capital
Florida
$229K +$25.9K +43 +11%
APW
2164
Axim Planning & Wealth
Ohio
$228K +$252K +418 New
AF
2165
Arrow Financial
New York
$228K -$1.56M -2,600 -86%
WAG
2166
Winthrop Advisory Group
Massachusetts
$227K – – –
NQWM
2167
Northwest Quadrant Wealth Management
Oregon
$227K +$602 +1 +0.2%
SBIA
2168
Sheaff Brock Investment Advisors
Indiana
$225K +$4.81K +8 +2%
ABTD
2169
Arvest Bank Trust Division
Oklahoma
$225K +$248K +412 New
AA
2170
Addison Advisors
Vermont
$225K +$14.4K +24 +6%
KMWM
2171
Keudell/Morrison Wealth Management
Oregon
$225K -$128K -213 -34%
FBFS
2172
First Business Financial Services
Wisconsin
$225K +$247K +411 New
FLP
2173
Financial Life Planners
Arizona
$224K +$232K +386 +1,608%
TCM
2174
Triumph Capital Management
Colorado
$224K +$20.5K +34 +9%
MMCM
2175
Murphy & Mullick Capital Management
New York
$224K +$13.2K +22 +6%