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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
2451
Perkins Coie Trust Company
Washington
$84.9K -$1.16K -2 -2%
Kayne Anderson Rudnick Investment Management
2452
Kayne Anderson Rudnick Investment Management
California
$80K -$1.16K -2 -2%
W
2453
WealthCollab
Washington
$79.2K – – –
USB
2454
Union Savings Bank
Connecticut
$78.9K – – –
SC
2455
Swan Capital
Florida
$77.9K +$4.06K +7 +7%
JFGIW
2456
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$77.9K +$5.79K +10 +10%
TCM
2457
TD Capital Management
Tennessee
$74.6K +$60.8K +105 New
RF
2458
Robinswood Financial
Washington
$74.3K – – –
CCMI
2459
Creative Capital Management Investments
California
$72.2K +$12.7K +22 +28%
RCM
2460
Richardson Capital Management
Wisconsin
$70.8K -$579 -1 -1%
BCM
2461
Berbice Capital Management
New York
$70.8K – – –
AG
2462
AmeriFlex Group
Nevada
$70.4K +$10.4K +18 +21%
CIAS
2463
CBIZ Investment Advisory Services
Ohio
$70.1K +$40K +69 +230%
PP
2464
PFS Partners
New Jersey
$69.7K +$579 +1 +1%
WPA
2465
Wealth Preservation Advisors
Tennessee
$66.7K -$2.9K -5 -5%
CWP
2466
Clark Wealth Partners
Illinois
$66.5K +$5.79K +10 +12%
NEWAS
2467
N.E.W. Advisory Services
Wisconsin
$66.1K -$22.6K -39 -30%
PWM
2468
Parkworth Wealth Management
California
$64.8K +$3.48K +6 +7%
TVWM
2469
Tower View Wealth Management
Wisconsin
$62.9K -$4.76M -8,208 -99%
MPW
2470
MASECO Private Wealth
$62.6K +$51K +88 New
LAMC
2471
Longview Asset Management (California)
California
$62.3K – – –
MSWA
2472
Marshall & Sterling Wealth Advisors
New York
$61.5K – – –
CWM
2473
Centricity Wealth Management
Ohio
$60.9K – – –
FFA
2474
Frazier Financial Advisors
Ohio
$60.9K +$34.8K +60 +231%
CTB
2475
Country Trust Bank
Illinois
$60.2K +$5.79K +10 +13%