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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
JFGLC
2251
Johnson Financial Group LLC (Colorado)
Colorado
$287K
TFIPS
2252
Towarzystwo Funduszy Inwestycyjnych PZU SA
$287K
MWA
2253
Motive Wealth Advisors
Michigan
$287K +$3.71K +5 +1%
DWM
2254
DecisionMap Wealth Management
Virginia
$287K +$4.45K +6 +2%
CASB
2255
Cape Ann Savings Bank
Massachusetts
$287K +$7.41K +10 +3%
FFS
2256
Founders Financial Securities
Maryland
$286K -$81.5K -110 -23%
IIC
2257
Ironwood Investment Counsel
Arizona
$286K +$41.5K +56 +18%
AGC
2258
Aspen Grove Capital
Colorado
$286K -$18.5K -25 -7%
APP
2259
Avantax Planning Partners
Iowa
$286K +$741 +1 +0.3%
MA
2260
Maxele Advisors
Missouri
$285K
OWA
2261
Opal Wealth Advisors
New York
$284K -$202K -272 -43%
AF
2262
Arrow Financial
New York
$284K
FFB
2263
First Financial Bankshares
Texas
$284K -$849K -1,146 -76%
SP
2264
Successful Portfolios
Florida
$284K -$63K -85 -19%
NA
2265
Nautilus Advisors
California
$283K -$14.8K -20 -5%
WIM
2266
Warwick Investment Management
Texas
$283K +$2.22K +3 +0.9%
TWM
2267
Tradition Wealth Management
Minnesota
$282K -$15.6K -21 -6%
PCM
2268
Payne Capital Management
New York
$282K -$32.6K -44 -11%
BWA
2269
BlueChip Wealth Advisors
Georgia
$282K +$262K +354 New
MWM
2270
Mittelman Wealth Management
Massachusetts
$282K -$28.9K -39 -10%
LWM
2271
Laidlaw Wealth Management
New York
$281K -$88.9K -120 -25%
NFG
2272
Nadler Financial Group
Illinois
$281K
HWM
2273
Hemington Wealth Management
Virginia
$281K +$12.6K +17 +5%
CWA
2274
Centennial Wealth Advisory
Michigan
$280K +$43K +58 +20%
BFS
2275
BridgePort Financial Solutions
Iowa
$280K