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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
SB
2151
Strategic Blueprint
Georgia
$464K -$925K -1,134 -68%
MFC
2152
Morris Financial Concepts
South Carolina
$463K -$3.26K -4 -0.8%
QFA
2153
Quantum Financial Advisors
California
$463K +$816 +1 +0.2%
EWA
2154
Eagle Wealth Advisors
Connecticut
$462K +$429K +526 New
CCAL
2155
City Center Advisors LLC
Michigan
$461K +$4.9K +6 +1%
MWM
2156
MinichMacGregor Wealth Management
New York
$461K +$428K +524 New
SLT
2157
St Louis Trust
Missouri
$461K – – –
LSL
2158
Legacy Solutions LLC
Pennsylvania
$460K -$13.9K -17 -3%
NFC
2159
Northstar Financial Companies
Pennsylvania
$460K -$31K -38 -7%
SG
2160
StoneX Group
New York
$459K +$9.79K +12 +2%
MEAC
2161
M.E. Allison & Co
Texas
$459K -$12.2K -15 -3%
CW
2162
Channel Wealth
California
$459K -$9.79K -12 -2%
MFGM
2163
Marshall Financial Group (Maryland)
Maryland
$457K -$13.1K -16 -3%
RT
2164
Rockland Trust
Massachusetts
$457K -$11.4K -14 -3%
BMC
2165
Benin Management Corp
Connecticut
$456K -$163K -200 -28%
IAMOG
2166
Investors Asset Management of Georgia
Georgia
$455K – – –
IWA
2167
IVC Wealth Advisors
Pennsylvania
$454K -$25.3K -31 -6%
EIA
2168
Edgemoor Investment Advisors
Maryland
$454K – – –
EW
2169
Expressive Wealth
Illinois
$454K +$421K +516 New
KA
2170
Kercheville Advisors
Texas
$453K – – –
CIP
2171
Convergence Investment Partners
Florida
$453K -$13.1K -16 -3%
CFG
2172
Capital Financial Group
Colorado
$452K +$419K +514 New
SGWP
2173
Sun Group Wealth Partners
California
$452K +$419K +514 New
CAM
2174
Clark Asset Management
New Hampshire
$452K +$91.4K +112 +28%
MA
2175
MJP Associates
Connecticut
$450K +$44.9K +55 +12%