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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
2351
Tobias Financial Advisors
Florida
$354K +$93.8K +115 +40%
CCA
2352
Carrera Capital Advisors
Michigan
$353K +$13.1K +16 +4%
SHFA
2353
SS&H Financial Advisors
Michigan
$352K – – –
CFIA
2354
Cantor Fitzgerald Investment Advisors
New York
$352K – – –
IA
2355
Intellus Advisors
Florida
$352K – – –
MG
2356
McHugh Group
Ohio
$352K – – –
NWA
2357
New World Advisors
Massachusetts
$352K +$14.7K +18 +5%
SL
2358
Summitry LLC
California
$351K -$22K -27 -6%
FWP
2359
Firethorn Wealth Partners
Georgia
$350K -$1.63K -2 -0.5%
LNB
2360
Ledyard National Bank
$350K -$38.4K -47 -11%
GJWM
2361
Gilliland Jeter Wealth Management
Arkansas
$350K +$8.16K +10 +3%
TWM
2362
Tortuga Wealth Management
California
$349K +$324K +397 New
OWA
2363
OakTrust Wealth Advisors
Connecticut
$349K +$324K +397 New
PPW
2364
Parcion Private Wealth
Washington
$348K +$12.2K +15 +4%
TWML
2365
Todd Wealth Management, LLC
Florida
$348K +$323K +396 New
TVPW
2366
Third View Private Wealth
Connecticut
$346K +$321K +394 New
TVAMP
2367
Tennessee Valley Asset Management Partners
Tennessee
$346K +$816 +1 +0.3%
GWM
2368
GSB Wealth Management
Connecticut
$346K -$4.9K -6 -2%
LFP
2369
Lakeshore Financial Planning
Michigan
$345K -$35.1K -43 -10%
BFC
2370
Bedel Financial Consulting
Indiana
$345K -$4.08K -5 -1%
HIS
2371
Harvest Investment Services
Illinois
$345K +$41.6K +51 +15%
HA
2372
Helium Advisors
Washington
$344K -$83.2K -102 -21%
EGWAG
2373
Elwood & Goetz Wealth Advisory Group
Georgia
$344K +$22K +27 +7%
FWTB
2374
First Western Trust Bank
Colorado
$344K – – –
EC
2375
EdgeRock Capital
Colorado
$344K +$22.8K +28 +8%