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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
RMF
2526
Red Mountain Financial
Colorado
$262K – – –
SL
2527
StoryOne LLC
Kansas
$262K – – –
MPCL
2528
My Personal CFO LLC
Washington
$261K -$4.46K -5 -2%
VIP
2529
Vista Investment Partners
Oklahoma
$261K -$2.68K -3 -1%
HBT
2530
Heartland Bank & Trust
Illinois
$261K +$46.4K +52 +20%
SAMT
2531
Select Asset Management & Trust
Pennsylvania
$261K – – –
PWMG
2532
Private Wealth Management Group
New Jersey
$261K +$15.2K +17 +6%
GCP
2533
Guardian Capital (Pennsylvania)
Pennsylvania
$260K -$88.3K -99 -24%
CWA
2534
Crux Wealth Advisors
California
$260K +$1.78K +2 +0.7%
UF
2535
Univest Financial
Pennsylvania
$260K +$18.7K +21 +7%
IWA
2536
Inspirion Wealth Advisors
Illinois
$259K – – –
GSWM
2537
Golden State Wealth Management
California
$259K – – –
BONH
2538
Bank of New Hampshire
New Hampshire
$258K – – –
DA
2539
Detalus Advisors
Missouri
$257K -$3.57K -4 -1%
BTWM
2540
Baker Tilly Wealth Management
Wisconsin
$257K +$50K +56 +23%
BPC
2541
Bearing Point Capital
Minnesota
$257K -$41K -46 -13%
ACM
2542
Armbruster Capital Management
New York
$257K – – –
AGC
2543
Aspen Grove Capital
Colorado
$257K – – –
QL
2544
Quarry LP
New York
$257K +$271K +304 New
WIM
2545
WealthPlan Investment Management
Nebraska
$257K -$1.34M -1,499 -83%
CWM
2546
Cahaba Wealth Management
Georgia
$257K -$18.7K -21 -6%
AWA
2547
Acumen Wealth Advisors
Tennessee
$256K – – –
CPW
2548
Cogent Private Wealth
Florida
$256K +$52.6K +59 +24%
ORAM
2549
One River Asset Management
Connecticut
$256K +$270K +303 New
HCM
2550
Hall Capital Management
Rhode Island
$256K +$24.1K +27 +11%
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102
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