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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2551
Paulson Wealth Management
Illinois
$315K – – –
GSWM
2552
Golden State Wealth Management
California
$315K +$5.85K +6 +2%
GFG
2553
Greystone Financial Group
Michigan
$315K -$54.6K -56 -15%
RWM
2554
Rockline Wealth Management
New York
$315K – – –
PCA
2555
Purkiss Capital Advisors
Connecticut
$314K +$42.9K +44 +17%
TLCM
2556
Twin Lakes Capital Management
California
$314K -$194K -199 -39%
PRRFG
2557
Paul R. Ried Financial Group
Washington
$314K – – –
RMF
2558
Red Mountain Financial
Colorado
$314K – – –
SA
2559
Sylvest Advisors
Texas
$314K +$9.75K +10 +3%
CI
2560
Ceera Investments
Texas
$313K -$14.6K -15 -5%
MPCL
2561
My Personal CFO LLC
Washington
$313K – – –
IWA
2562
Inspirion Wealth Advisors
Illinois
$312K – – –
CWA
2563
Crux Wealth Advisors
California
$312K +$975 +1 +0.3%
SAMT
2564
Select Asset Management & Trust
Pennsylvania
$312K – – –
LWM
2565
LightSquare Wealth Management
Michigan
$310K +$14.6K +15 +5%
AWA
2566
Aletheian Wealth Advisors
Washington
$310K +$35.1K +36 +13%
BB
2567
Bell Bank
North Dakota
$310K +$53.6K +55 +22%
IDA
2568
Intelligence Driven Advisers
California
$310K +$62.4K +64 +26%
DA
2569
Detalus Advisors
Missouri
$310K +$1.95K +2 +0.7%
VIP
2570
Vista Investment Partners
Oklahoma
$308K -$3.9K -4 -1%
ACM
2571
Armbruster Capital Management
New York
$308K +$975 +1 +0.3%
AGC
2572
Aspen Grove Capital
Colorado
$307K – – –
BPC
2573
Bearing Point Capital
Minnesota
$307K – – –
CPW
2574
Cogent Private Wealth
Florida
$307K +$975 +1 +0.3%
RWI
2575
Red Wave Investments
Pennsylvania
$307K +$24.4K +25 +9%
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103
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