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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
HFO
2501
Heritage Family Offices
Arizona
$281K -$16.3K -20 -6%
UWS
2502
Unique Wealth Strategies
Illinois
$281K – – –
CWG
2503
Crown Wealth Group
North Carolina
$281K +$38.4K +47 +17%
BFS
2504
BridgePort Financial Solutions
Iowa
$280K -$26.9K -33 -9%
CIA
2505
Caerus Investment Advisors
Texas
$280K +$260K +319 New
AF
2506
Alerus Financial
North Dakota
$279K – – –
CIC
2507
Chilton Investment Company
Connecticut
$279K +$259K +317 New
GAM
2508
Gould Asset Management
California
$279K +$259K +317 New
LODC
2509
Lanham O'Dell & Company
West Virginia
$278K – – –
WSFG
2510
Wall Street Financial Group
Illinois
$278K +$15.5K +19 +6%
TCM
2511
TABR Capital Management
California
$277K +$18.8K +23 +8%
BAWC
2512
Boyce & Associates Wealth Consulting
Texas
$277K +$257K +315 New
FCM
2513
Fortis Capital Management
Washington
$277K +$257K +315 New
AW
2514
Apricus Wealth
South Carolina
$277K – – –
FG
2515
Fairman Group
Pennsylvania
$277K – – –
KCM
2516
Kennedy Capital Management
Missouri
$277K – – –
CWM
2517
Chesapeake Wealth Management
Virginia
$276K -$10.6K -13 -4%
MPCL
2518
My Personal CFO LLC
Washington
$276K +$256K +314 New
EPW
2519
Endeavor Private Wealth
Kansas
$276K -$5.71K -7 -2%
KWA
2520
Kellett Wealth Advisors
Ohio
$275K +$255K +313 New
IF
2521
Intrua Financial
Texas
$275K -$182K -223 -42%
VIP
2522
Vista Investment Partners
Oklahoma
$274K – – –
RWM
2523
Rockline Wealth Management
New York
$273K – – –
TCMP
2524
Thrive Capital Management (Pennsylvania)
Pennsylvania
$273K +$26.1K +32 +12%
FBC
2525
Fairfield, Bush & Co
Connecticut
$272K – – –
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