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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
W
2451
WealthCollab
Washington
$79.2K
USB
2452
Union Savings Bank
Connecticut
$78.9K
SC
2453
Swan Capital
Florida
$77.9K +$4.06K +7 +7%
JFGIW
2454
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$77.9K +$5.79K +10 +10%
TCM
2455
TD Capital Management
Tennessee
$74.6K +$60.8K +105 New
RF
2456
Robinswood Financial
Washington
$74.3K
CCMI
2457
Creative Capital Management Investments
California
$72.2K +$12.7K +22 +28%
RCM
2458
Richardson Capital Management
Wisconsin
$70.8K -$579 -1 -1%
BCM
2459
Berbice Capital Management
New York
$70.8K
AG
2460
AmeriFlex Group
Nevada
$70.4K +$10.4K +18 +21%
CIAS
2461
CBIZ Investment Advisory Services
Ohio
$70.1K +$40K +69 +230%
PP
2462
PFS Partners
New Jersey
$69.7K +$579 +1 +1%
WPA
2463
Wealth Preservation Advisors
Tennessee
$66.7K -$2.9K -5 -5%
CWP
2464
Clark Wealth Partners
Illinois
$66.5K +$5.79K +10 +12%
NEWAS
2465
N.E.W. Advisory Services
Wisconsin
$66.1K -$22.6K -39 -30%
PWM
2466
Parkworth Wealth Management
California
$64.8K +$3.48K +6 +7%
TVWM
2467
Tower View Wealth Management
Wisconsin
$62.9K -$4.76M -8,208 -99%
MPW
2468
MASECO Private Wealth
$62.6K +$51K +88 New
LAMC
2469
Longview Asset Management (California)
California
$62.3K
MSWA
2470
Marshall & Sterling Wealth Advisors
New York
$61.5K
CWM
2471
Centricity Wealth Management
Ohio
$60.9K
FFA
2472
Frazier Financial Advisors
Ohio
$60.9K +$34.8K +60 +231%
CTB
2473
Country Trust Bank
Illinois
$60.2K +$5.79K +10 +13%
BCPWM
2474
Bradley & Co Private Wealth Management
Florida
$59.8K +$28.4K +49 +140%
PMIM
2475
Prudent Man Investment Management
Colorado
$59.6K