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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
WA
2351
Whipplewood Advisors
Colorado
$33.8K +$32.9K +59 New
SIC
2352
SJS Investment Consulting
Ohio
$32.8K -$1.67K -3 -5%
BFPW
2353
BOK Financial Private Wealth
Colorado
$32.6K -$7.25K -13 -19%
MSWM
2354
Mowery & Schoenfeld Wealth Management
Illinois
$32.1K -$38.5K -69 -55%
SIS
2355
Sound Income Strategies
Florida
$31.9K -$3.9K -7 -11%
FFC
2356
First Financial Corp
Indiana
$30.9K – – –
T
2357
Transce3nd
Texas
$30.9K +$30.1K +54 New
CPG
2358
Cornerstone Planning Group
New Jersey
$30.9K +$5.02K +9 +23%
MBFW
2359
Morton Brown Family Wealth
Pennsylvania
$30K – – –
CW
2360
Curio Wealth
Maryland
$29.7K +$29K +52 New
FP
2361
Financial Perspectives
Minnesota
$28.9K – – –
APW
2362
Atlantic Private Wealth
North Carolina
$28.6K – – –
AT
2363
Avenir Tech
Hong Kong
$28.6K – – –
FUBT
2364
First United Bank & Trust
Maryland
$28.6K – – –
MSG
2365
Main Street Group
Virginia
$28.6K – – –
API
2366
Asset Planning Inc
California
$28.6K +$27.9K +50 New
DF
2367
Dunhill Financial
United Kingdom
$26.9K -$69.2K -124 -73%
PMFA
2368
Plante Moran Financial Advisors
Michigan
$26.3K -$27.9K -50 -52%
TAM
2369
Tucker Asset Management
Colorado
$25.8K +$5.58K +10 +29%
SC
2370
Stephens Consulting
Michigan
$25.8K +$25.1K +45 New
AW
2371
Avion Wealth
Texas
$25K +$2.23K +4 +10%
VHAM
2372
Van Hulzen Asset Management
California
$22.9K +$22.3K +40 New
CPA
2373
Compass Planning Associates
Massachusetts
$22.9K +$22.3K +40 New
PA
2374
Pineridge Advisors
Missouri
$22.3K +$12.8K +23 +144%
AWM
2375
Accredited Wealth Management
Kentucky
$21.8K +$21.2K +38 New