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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
2851
Wealth Preservation Advisors
Tennessee
$83K – – –
PMIM
2852
Prudent Man Investment Management
Colorado
$82.6K -$8.16K -10 -10%
NEWAS
2853
N.E.W. Advisory Services
Wisconsin
$82.2K +$816 +1 +1%
MFT
2854
Moisand Fitzgerald Tamayo
Florida
$79.1K – – –
BCM
2855
Boreal Capital Management
Florida
$79.1K +$17.1K +21 +30%
CWP
2856
Clark Wealth Partners
Illinois
$79K – – –
TVWM
2857
Tower View Wealth Management
Wisconsin
$78.9K +$816 +1 +1%
SR
2858
Swiss Re
Switzerland
$78.2K +$72.6K +89 New
GWSG
2859
GPS Wealth Strategies Group
Colorado
$77.4K -$163K -200 -69%
MW
2860
Merited Wealth
Florida
$77.4K +$71.8K +88 New
MSWA
2861
Marshall & Sterling Wealth Advisors
New York
$77.1K – – –
EP
2862
Essential Partners
California
$74.8K +$23.7K +29 +52%
PMFA
2863
Plante Moran Financial Advisors
Michigan
$70.6K -$2.45K -3 -4%
CCMI
2864
Creative Capital Management Investments
California
$70.3K – – –
JFG
2865
JDM Financial Group
Texas
$70.3K – – –
HCA
2866
Harbor Capital Advisors
Illinois
$66K +$34.3K +42 +127%
CCC
2867
Chelsea Counsel Company
California
$65.9K -$816 -1 -1%
AT
2868
Arlington Trust
Alabama
$65K -$666K -816 -92%
UCB
2869
United Community Bank
South Carolina
$64.2K – – –
TFA
2870
Toth Financial Advisory
Virginia
$64.2K +$816 +1 +1%
LFASL
2871
Lugano Financial Advisors SA (LFA)
Switzerland
$63.3K – – –
CYG
2872
Clean Yield Group
Vermont
$62.4K – – –
VWA
2873
Valued Wealth Advisors
Utah
$60.6K +$4.9K +6 +10%
BW
2874
Bravera Wealth
North Dakota
$59.8K +$55.5K +68 New
LWM
2875
Lodestone Wealth Management
Washington
$58.3K +$53.9K +66 New
113 114
115
116 117