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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
2401
GSB Wealth Management
Connecticut
$398K – – –
LFP
2402
Lakeshore Financial Planning
Michigan
$396K – – –
CNB
2403
Camden National Bank
Maine
$396K -$23.4K -24 -6%
NPF
2404
Norris Perne & French
Michigan
$396K – – –
JCM
2405
Jacobsen Capital Management
Utah
$396K +$19.5K +20 +5%
TFS
2406
Targeted Financial Services
Florida
$395K – – –
FWTB
2407
First Western Trust Bank
Colorado
$394K +$975 +1 +0.3%
MM
2408
MQS Management
New York
$394K +$20.5K +21 +6%
ACA
2409
Arsenal Capital Advisors
Pennsylvania
$392K – – –
TWML
2410
Todd Wealth Management, LLC
Florida
$392K -$975 -1 -0.3%
WA
2411
WP Advisors
California
$391K +$1.95K +2 +0.5%
DRZID
2412
DePrince Race & Zollo Inc (DRZ)
Florida
$390K -$37.2M -38,171 -99%
PIN
2413
Prudent Investors Network
California
$390K – – –
PA
2414
Planning Alternatives
Michigan
$390K +$98.5K +101 +35%
NPFS
2415
Novak & Powell Financial Services
Florida
$390K +$975 +1 +0.3%
MFGM
2416
Marshall Financial Group (Maryland)
Maryland
$389K -$165K -169 -31%
CIS
2417
Custom Index Systems
New York
$389K -$975 -1 -0.3%
WSFG
2418
Wall Street Financial Group
Illinois
$389K +$60.4K +62 +19%
HA
2419
Helium Advisors
Washington
$389K -$7.8K -8 -2%
CAWM
2420
Capital Advisors Wealth Management
Washington
$387K -$15.6K -16 -4%
FC
2421
Fairscale Capital
New Hampshire
$387K – – –
OWA
2422
OakTrust Wealth Advisors
Connecticut
$386K -$12.7K -13 -3%
IWP
2423
Innova Wealth Partners
Pennsylvania
$386K – – –
SW
2424
SkyOak Wealth
Michigan
$386K – – –
EWM
2425
Edge Wealth Management
New York
$385K +$975 +1 +0.3%