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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
EBA
2376
Eagle Bay Advisors
New York
$413K +$24.4K +25 +7%
SWA
2377
SFMG Wealth Advisors
Texas
$411K +$13.6K +14 +4%
UF
2378
Univest Financial
Pennsylvania
$411K +$96.5K +99 +32%
IWA
2379
Invera Wealth Advisors
Oregon
$411K +$396K +406 New
BBA
2380
BLB&B Advisors
Pennsylvania
$409K +$13.6K +14 +4%
NDBT
2381
North Dallas Bank & Trust
Texas
$409K +$28.3K +29 +8%
TFA
2382
Tobias Financial Advisors
Florida
$408K – – –
FA
2383
Faithward Advisors
Pennsylvania
$407K -$26.3K -27 -6%
LAM
2384
Lifestyle Asset Management
Texas
$407K +$1.95K +2 +0.5%
W
2385
Wealthquest
Ohio
$406K +$139K +143 +55%
OCPWS
2386
One Charles Private Wealth Services
Massachusetts
$405K +$4.88K +5 +1%
SHFA
2387
SS&H Financial Advisors
Michigan
$405K +$390K +400 New
DF
2388
Dunhill Financial
United Kingdom
$405K +$3.9K +4 +1%
PCM
2389
Praxis Capital Management
Illinois
$405K -$5.85K -6 -1%
CFIA
2390
Cantor Fitzgerald Investment Advisors
New York
$405K – – –
MG
2391
McHugh Group
Ohio
$405K – – –
CAC
2392
Core Alternative Capital
Georgia
$405K +$27.3K +28 +8%
QFA
2393
Quattro Financial Advisors
Texas
$405K +$390K +400 New
AA
2394
Acorns Advisers
California
$404K +$25.3K +26 +7%
KFG
2395
Kingdom Financial Group
Arizona
$403K -$11.7K -12 -3%
TCM
2396
Triumph Capital Management
Colorado
$403K – – –
CCAL
2397
City Center Advisors LLC
Michigan
$403K +$7.8K +8 +2%
BC
2398
Barrett & Company
Rhode Island
$402K +$98.5K +101 +34%
CAM
2399
CPA Asset Management
Florida
$402K +$68.2K +70 +21%
HFS
2400
Howard Financial Services
Texas
$399K +$4.88K +5 +1%