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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
2526
Cherry Tree Wealth Management
Minnesota
$28.3K – – –
CPA
2527
Compass Planning Associates
Massachusetts
$28.3K – – –
MWA
2528
Medallion Wealth Advisors
Connecticut
$28.3K -$1.16K -2 -5%
BI
2529
Binnacle Investments
Iowa
$27.6K -$1.74K -3 -7%
BHWM
2530
Bay Harbor Wealth Management
Maryland
$26.8K +$1.74K +3 +9%
DWM
2531
Dogwood Wealth Management
Kansas
$26.5K +$20.9K +36 +1,800%
AFG
2532
Albion Financial Group
Utah
$26.2K – – –
Q1WB
2533
Quest 10 Wealth Builders
Virginia
$25.6K – – –
WA
2534
WestEnd Advisors
North Carolina
$24.5K -$47.3M -81,636 -100%
FCT
2535
First Community Trust
Iowa
$24.1K – – –
CYG
2536
Clean Yield Group
Vermont
$24.1K +$19.7K +34 New
CCM
2537
Copeland Capital Management
Pennsylvania
$24.1K – – –
T
2538
Transce3nd
Texas
$23.4K – – –
EP
2539
Essential Partners
California
$23.4K +$19.1K +33 New
CAWM
2540
Capital A Wealth Management
Pennsylvania
$23.2K -$38.8K -67 -53%
PA
2541
Pineridge Advisors
Missouri
$22.8K – – –
BTC
2542
Bank & Trust Company
Illinois
$22.6K – – –
BFPW
2543
BOK Financial Private Wealth
Colorado
$21.9K -$41.7K -72 -70%
MSFP
2544
Mark Sheptoff Financial Planning
Connecticut
$21.9K +$3.48K +6 +24%
CFFP
2545
Center for Financial Planning
Michigan
$19.8K – – –
RTL
2546
Red Tortoise LLC
Georgia
$19.3K – – –
PCM
2547
Penserra Capital Management
California
$19K – – –
AIC
2548
Archer Investment Corporation
Indiana
$17.8K +$579 +1 +4%
RWM
2549
RMG Wealth Management
Wisconsin
$17.7K +$14.5K +25 New
CTC
2550
Cetera Trust Company
Minnesota
$17.7K – – –
100 101
102
103 104