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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
WI
2226
Westbourne Investments
Virginia
$415K – – –
GFM
2227
GF Fund Management
China
$414K – – –
SGFG
2228
Silver Grove Financial Group
New York
$413K +$435K +488 New
IWP
2229
Integrity Wealth Partners
California
$411K +$434K +486 New
LSL
2230
Legacy Solutions LLC
Pennsylvania
$411K -$33.9K -38 -7%
DOA
2231
D'Orazio & Associates
Virginia
$410K +$25.9K +29 +6%
LIM
2232
Loudon Investment Management
New Hampshire
$409K – – –
LPFG
2233
Landing Point Financial Group
Ohio
$407K – – –
RIP
2234
RAM Investment Partners
Washington
$407K +$429K +481 New
OFW
2235
Omnia Family Wealth
Florida
$406K – – –
LA
2236
Legacy Advisors
Pennsylvania
$406K +$3.57K +4 +0.8%
TWM
2237
Topsail Wealth Management
North Carolina
$405K – – –
MSWM
2238
McGlone Suttner Wealth Management
Wisconsin
$405K +$30.3K +34 +8%
HCM
2239
Hudson Capital Management
New Jersey
$404K – – –
MCA
2240
Millennium Capital Advisors
Arkansas
$403K – – –
QCIG
2241
Quad-Cities Investment Group
Iowa
$403K – – –
WC
2242
Westerkirk Capital
$403K – – –
TCM
2243
Tufton Capital Management
Maryland
$401K – – –
APG
2244
Abacus Planning Group
South Carolina
$400K +$44.6K +50 +12%
BAMG
2245
Brand Asset Management Group
Missouri
$400K +$50.9K +57 +14%
PFW
2246
Petros Family Wealth
Minnesota
$399K -$269K -301 -39%
RA
2247
Riversedge Advisors
Delaware
$399K +$16.9K +19 +4%
Cohen & Steers
2248
Cohen & Steers
New York
$398K – – –
WAG
2249
Winthrop Advisory Group
Massachusetts
$398K -$16.9K -19 -4%
A
2250
Argentarii
Ohio
$397K – – –