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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
2251
Sheets Smith Wealth Management
North Carolina
$287K – – –
CAS
2252
CTC Alternative Strategies
Illinois
$287K -$494K -667 -65%
JFGLC
2253
Johnson Financial Group LLC (Colorado)
Colorado
$287K – – –
TFIPS
2254
Towarzystwo Funduszy Inwestycyjnych PZU SA
$287K – – –
MWA
2255
Motive Wealth Advisors
Michigan
$287K +$3.71K +5 +1%
DWM
2256
DecisionMap Wealth Management
Virginia
$287K +$4.45K +6 +2%
CASB
2257
Cape Ann Savings Bank
Massachusetts
$287K +$7.41K +10 +3%
FFS
2258
Founders Financial Securities
Maryland
$286K -$81.5K -110 -23%
IIC
2259
Ironwood Investment Counsel
Arizona
$286K +$41.5K +56 +18%
AGC
2260
Aspen Grove Capital
Colorado
$286K -$18.5K -25 -7%
APP
2261
Avantax Planning Partners
Iowa
$286K +$741 +1 +0.3%
MA
2262
Maxele Advisors
Missouri
$285K – – –
OWA
2263
Opal Wealth Advisors
New York
$284K -$202K -272 -43%
AF
2264
Arrow Financial
New York
$284K – – –
FFB
2265
First Financial Bankshares
Texas
$284K -$849K -1,146 -76%
SP
2266
Successful Portfolios
Florida
$284K -$63K -85 -19%
NA
2267
Nautilus Advisors
California
$283K -$14.8K -20 -5%
WIM
2268
Warwick Investment Management
Texas
$283K +$2.22K +3 +0.9%
TWM
2269
Tradition Wealth Management
Minnesota
$282K -$15.6K -21 -6%
PCM
2270
Payne Capital Management
New York
$282K -$32.6K -44 -11%
BWA
2271
BlueChip Wealth Advisors
Georgia
$282K +$262K +354 New
MWM
2272
Mittelman Wealth Management
Massachusetts
$282K -$28.9K -39 -10%
LWM
2273
Laidlaw Wealth Management
New York
$281K -$88.9K -120 -25%
NFG
2274
Nadler Financial Group
Illinois
$281K – – –
HWM
2275
Hemington Wealth Management
Virginia
$281K +$12.6K +17 +5%