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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2276
Centennial Wealth Advisory
Michigan
$280K +$43K +58 +20%
BFS
2277
BridgePort Financial Solutions
Iowa
$280K – – –
IP
2278
Ignite Planners
California
$280K +$10.4K +14 +4%
FGG
2279
Financial Guidance Group
Florida
$280K – – –
FLII
2280
First Long Island Investors
New York
$280K +$260K +351 New
HIC
2281
Harvey Investment Company
Kentucky
$279K – – –
WIM
2282
Westside Investment Management
California
$279K +$30.4K +41 +13%
RWA
2283
Rooted Wealth Advisors
Illinois
$279K +$25.2K +34 +11%
SFB
2284
STAR Financial Bank
Indiana
$279K -$29.6K -40 -10%
AAM
2285
Aureus Asset Management
Massachusetts
$279K – – –
PWMG
2286
Pinnacle Wealth Management Group
Michigan
$279K – – –
HIP
2287
Harrell Investment Partners
Texas
$278K +$1.48K +2 +0.6%
SHGA
2288
Sand Hill Global Advisors
California
$278K – – –
JCM
2289
Jacobsen Capital Management
Utah
$277K +$18.5K +25 +8%
DC
2290
Diametric Capital
Massachusetts
$277K +$258K +348 New
NPF
2291
Norris Perne & French
Michigan
$277K – – –
CCB
2292
Country Club Bank
Missouri
$277K – – –
MIM
2293
Macroview Investment Management
Maryland
$276K – – –
PCH
2294
PGIM Custom Harvest
New Jersey
$276K +$7.41K +10 +3%
CAL
2295
Capital Advisors Ltd
Ohio
$276K – – –
EFH
2296
Eaton Financial Holdings
Florida
$276K -$60.8K -82 -19%
CWA
2297
Clarus Wealth Advisors
Arizona
$275K -$61.5K -83 -19%
TNB
2298
Thomasville National Bank
Georgia
$275K – – –
EPM
2299
Elm Partners Management
Pennsylvania
$274K +$13.3K +18 +6%
PWG
2300
Portside Wealth Group
Utah
$272K +$8.15K +11 +3%