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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
SCP
2251
Stevens Capital Partners
Nebraska
$479K +$75.1K +77 +19%
LWM
2252
Langley Wealth Management
Mississippi
$478K +$461K +473 New
OFG
2253
Oxford Financial Group
Indiana
$476K -$136K -140 -23%
NCTC
2254
New Covenant Trust Company
Indiana
$475K +$14.6K +15 +3%
Cohen & Steers
2255
Cohen & Steers
New York
$475K
TCP
2256
TMB Capital Partners
Arkansas
$474K
EBWM
2257
Eagle Bluffs Wealth Management
Missouri
$473K
SR
2258
Swiss Re
Switzerland
$473K +$370K +379 +426%
CFG
2259
Carr Financial Group
Massachusetts
$470K +$975 +1 +0.2%
MAWCM
2260
Mine & Arao Wealth Creation & Management
California
$470K +$975 +1 +0.2%
CA
2261
Crewe Advisors
Utah
$470K +$5.85K +6 +1%
PMG
2262
Private Management Group
California
$470K -$1.95K -2 -0.4%
KA
2263
Kozak & Associates
Colorado
$469K -$9.75K -10 -2%
SHFA
2264
SC&H Financial Advisors
Maryland
$469K
FFO
2265
Fortitude Family Office
Arizona
$468K +$29.2K +30 +7%
UB
2266
Umpqua Bank
Oregon
$467K +$975 +1 +0.2%
RWS
2267
RASP Wealth Solutions
Indiana
$467K +$449K +461 New
PFW
2268
Petros Family Wealth
Minnesota
$465K -$11.7K -12 -3%
MFS
2269
McNamara Financial Services
Massachusetts
$465K
MWM
2270
Massachusetts Wealth Management
Massachusetts
$465K +$24.4K +25 +6%
PCH
2271
PGIM Custom Harvest
New Jersey
$465K +$975 +1 +0.2%
DOA
2272
D'Orazio & Associates
Virginia
$463K -$26.3K -27 -6%
MWM
2273
MinichMacGregor Wealth Management
New York
$461K -$39K -40 -8%
LA
2274
Latitude Advisors
Florida
$461K +$122K +125 +38%
CWM
2275
Cherrydale Wealth Management
New Jersey
$460K