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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
2376
Talisman Wealth Advisors
New Jersey
$325K -$36.6K -41 -10%
NPFS
2377
Novak & Powell Financial Services
Florida
$325K +$1.78K +2 +0.5%
AR
2378
Altar Rock
New York
$325K -$95.5K -107 -22%
LFIA
2379
Legacy Financial Independent Advisors
Kentucky
$325K +$343K +384 New
CVA
2380
Central Valley Advisors
California
$324K +$87.4K +98 +34%
FC
2381
Fairscale Capital
New Hampshire
$324K – – –
EBA
2382
Eagle Bay Advisors
New York
$324K +$7.14K +8 +2%
KPWG
2383
KFA Private Wealth Group
Virginia
$323K +$1.78K +2 +0.5%
IWP
2384
Innova Wealth Partners
Pennsylvania
$323K +$2.68K +3 +0.8%
SW
2385
SkyOak Wealth
Michigan
$323K +$3.57K +4 +1%
WPC
2386
White Pine Capital
Minnesota
$322K – – –
EWM
2387
Edge Wealth Management
New York
$322K – – –
MIM
2388
Macroview Investment Management
Maryland
$320K -$5.35K -6 -2%
FWP
2389
Firethorn Wealth Partners
Georgia
$320K -$17.8K -20 -5%
IC
2390
Iconiq Capital
California
$319K – – –
IVP
2391
Intrinsic Value Partners
Arizona
$318K -$200K -224 -37%
GLLW
2392
Graves Light Lenhart Wealth
Virginia
$318K -$37.5K -42 -10%
NDBT
2393
North Dallas Bank & Trust
Texas
$317K -$1.78K -2 -0.5%
KA
2394
Kercheville Advisors
Texas
$317K -$89.2K -100 -21%
HDIM
2395
Hanson & Doremus Investment Management
Vermont
$317K -$5.35K -6 -2%
IP
2396
Ignite Planners
California
$317K -$21.4K -24 -6%
NQWM
2397
Northwest Quadrant Wealth Management
Oregon
$316K -$39.3K -44 -11%
AA
2398
Acorns Advisers
California
$316K +$61.6K +69 +23%
FC
2399
Financial Consulate
Maryland
$316K – – –
JCM
2400
Jacobsen Capital Management
Utah
$315K +$892 +1 +0.3%