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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
LAMC
2601
Longview Asset Management (California)
California
$70.1K – – –
MSWA
2602
Marshall & Sterling Wealth Advisors
New York
$69.5K +$741 +1 +1%
GFWA
2603
Grey Fox Wealth Advisors
Delaware
$66.8K +$62.2K +84 New
RF
2604
Rossby Financial
Florida
$66.8K +$18.5K +25 +42%
PMFA
2605
Plante Moran Financial Advisors
Michigan
$66.2K – – –
FRA
2606
Front Row Advisors
California
$64.5K – – –
CCMI
2607
Creative Capital Management Investments
California
$63.7K -$16.3K -22 -22%
JFG
2608
JDM Financial Group
Texas
$63.7K – – –
CCC
2609
Chelsea Counsel Company
California
$60.5K +$741 +1 +1%
TCM
2610
TD Capital Management
Tennessee
$60.3K -$21.5K -29 -28%
PMIM
2611
Prudent Man Investment Management
Colorado
$59.6K – – –
AFWM
2612
Abich Financial Wealth Management
Virginia
$58.4K +$54.1K +73 New
TCM
2613
TruNorth Capital Management
Michigan
$58.1K -$7.41K -10 -12%
UCB
2614
United Community Bank
South Carolina
$58.1K +$8.89K +12 +20%
HFS
2615
Horizon Financial Services
North Carolina
$57.5K +$5.93K +8 +13%
TFA
2616
Toth Financial Advisory
Virginia
$57.3K – – –
LFASL
2617
Lugano Financial Advisors SA (LFA)
Switzerland
$57.3K – – –
CYG
2618
Clean Yield Group
Vermont
$56.5K +$27.4K +37 +109%
PC
2619
Promus Capital
Illinois
$55.7K – – –
BCM
2620
Boreal Capital Management
Florida
$54.9K -$7.41K -10 -13%
MAM
2621
Meeder Asset Management
Ohio
$54.2K -$98.6K -133 -66%
CI
2622
Clal Insurance
Israel
$54K -$6.67K -9 -12%
CCM
2623
Cloud Capital Management
Washington
$54K +$49.6K +67 New
HHMI
2624
Howard Hughes Medical Institute
Maryland
$52.6K -$741 -1 -1%
PWA
2625
Provenance Wealth Advisors
Florida
$51.8K – – –
103 104
105
106 107