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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
2201
Clear Creek Financial Management
Washington
$424K -$40.1K -45 -8%
TAFW
2202
Tred Avon Family Wealth
Maryland
$424K +$8.92K +10 +2%
MPWS
2203
McCarter Private Wealth Services
Massachusetts
$423K -$89.2K -100 -17%
CCM
2204
Consolidated Capital Management
California
$423K – – –
DAM
2205
Diamant Asset Management
Connecticut
$423K – – –
EP
2206
Essential Planning
New Hampshire
$423K – – –
GI
2207
GS Investments
Minnesota
$423K – – –
HA
2208
Harbor Advisors
Florida
$423K – – –
SWM
2209
Scissortail Wealth Management
Oklahoma
$423K – – –
TF
2210
Tompkins Financial
New York
$423K – – –
CFG
2211
Carter Financial Group
Illinois
$422K +$17.8K +20 +4%
WCP
2212
Wick Capital Partners
Pennsylvania
$421K +$444K +498 New
ICP
2213
Interchange Capital Partners
Pennsylvania
$421K -$266K -298 -32%
RAM
2214
Reflection Asset Management
South Carolina
$420K +$45.5K +51 +12%
MWM
2215
MinichMacGregor Wealth Management
New York
$420K -$25K -28 -5%
IWA
2216
IVC Wealth Advisors
Pennsylvania
$420K -$18.7K -21 -4%
KA
2217
Kozak & Associates
Colorado
$418K +$2.68K +3 +0.6%
TIAA Trust, National Association
2218
TIAA Trust, National Association
North Carolina
$418K -$8.81M -9,870 -95%
VFM
2219
Vision Financial Markets
Connecticut
$417K +$892 +1 +0.2%
EP
2220
EPIQ Partners
Minnesota
$417K – – –
TBT
2221
Texas Bank & Trust
Texas
$417K +$219K +245 +99%
MFC
2222
Morris Financial Concepts
South Carolina
$416K -$31.2K -35 -7%
CWMK
2223
Caliber Wealth Management (Kansas)
Kansas
$416K +$99K +111 +29%
IB
2224
Intrust Bank
Kansas
$416K +$8.03K +9 +2%
NFC
2225
Northstar Financial Companies
Pennsylvania
$416K -$27.7K -31 -6%