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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
2326
Ducere Wealth Management
California
$347K -$12.5K -14 -3%
EC
2327
EdgeRock Capital
Colorado
$347K +$16.9K +19 +5%
SIA
2328
Sovereign Investment Advisors
Arizona
$347K +$366K +410 New
CA
2329
Continuum Advisory
Idaho
$345K -$25.9K -29 -7%
SIAG
2330
Safeguard Investment Advisory Group
California
$344K -$39.3K -44 -10%
PCM
2331
Praxis Capital Management
Illinois
$343K +$1.78K +2 +0.5%
SPF
2332
South Plains Financial
Texas
$343K +$46.4K +52 +15%
TWM
2333
Tortuga Wealth Management
California
$342K +$6.25K +7 +2%
TFA
2334
Tobias Financial Advisors
Florida
$341K – – –
CCA
2335
Carrera Capital Advisors
Michigan
$341K +$1.78K +2 +0.5%
GHA
2336
Granite Harbor Advisors
Texas
$341K -$7.14K -8 -2%
LAM
2337
Lifestyle Asset Management
Texas
$338K -$4.46K -5 -1%
CFIA
2338
Cantor Fitzgerald Investment Advisors
New York
$338K – – –
MG
2339
McHugh Group
Ohio
$338K – – –
AA
2340
Advisory Advocates
Michigan
$338K -$36.6K -41 -9%
CAWM
2341
Capital Advisors Wealth Management
Washington
$337K -$807K -905 -69%
VIPI
2342
Vista Investment Partners II
Indiana
$337K -$19.6K -22 -5%
TCM
2343
Triumph Capital Management
Colorado
$337K +$20.5K +23 +6%
DF
2344
Dunhill Financial
United Kingdom
$336K +$177K +198 +100%
OCPWS
2345
One Charles Private Wealth Services
Massachusetts
$335K +$89.2K +100 +34%
LNB
2346
Ledyard National Bank
$335K -$1.78K -2 -0.5%
SCP
2347
Stevens Capital Partners
Nebraska
$335K +$45.5K +51 +15%
CG
2348
Curat Global
New Hampshire
$335K +$26.8K +30 +8%
OWA
2349
OakTrust Wealth Advisors
Connecticut
$334K -$1.78K -2 -0.5%
TVAMP
2350
Tennessee Valley Asset Management Partners
Tennessee
$334K +$1.78K +2 +0.5%