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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
CVA
2226
Central Valley Advisors
California
$301K
SW
2227
SkyOak Wealth
Michigan
$301K
KOC
2228
Koss-Olinger Consulting
Florida
$301K
TCM
2229
Traub Capital Management
Massachusetts
$299K -$94.8K -128 -25%
IRC
2230
Investors Research Corp
Georgia
$299K -$491K -663 -64%
MWM
2231
Massachusetts Wealth Management
Massachusetts
$299K
WA
2232
WP Advisors
California
$297K +$1.48K +2 +0.5%
FC
2233
Financial Consulate
Maryland
$297K +$276K +373 New
BFO
2234
Boston Family Office
Massachusetts
$295K
ITIM
2235
Indiana Trust & Investment Management
Indiana
$295K
AIM
2236
Advyzon Investment Management
Illinois
$293K +$5.93K +8 +2%
HFS
2237
Howard Financial Services
Texas
$293K
EGWAG
2238
Elwood & Goetz Wealth Advisory Group
Georgia
$291K +$270K +365 New
LBC
2239
Leigh Baldwin & Co
New York
$290K +$13.3K +18 +5%
TCM
2240
Triumph Capital Management
Colorado
$290K -$39.3K -53 -13%
HCMG
2241
Howard Capital Management Group
California
$290K +$270K +364 New
FC
2242
Fusion Capital
South Carolina
$290K +$10.4K +14 +4%
EC
2243
EdgeRock Capital
Colorado
$289K +$4.45K +6 +2%
FCM
2244
Firestone Capital Management
Florida
$288K -$17.8K -24 -6%
SB
2245
Sunflower Bank
Texas
$288K
VA
2246
Valmark Advisers
Ohio
$288K +$25.9K +35 +11%
LA
2247
LexAurum Advisors
Kansas
$288K +$268K +362 New
WWA
2248
Wingate Wealth Advisors
Massachusetts
$288K +$268K +362 New
SSWM
2249
Sheets Smith Wealth Management
North Carolina
$287K
CAS
2250
CTC Alternative Strategies
Illinois
$287K -$494K -667 -65%