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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2901
Seneschal Advisors
Washington
$41.3K – – –
ASCM
2902
Adkins Seale Capital Management
Louisiana
$38.7K +$35.9K +44 New
AFC
2903
Ares Financial Consulting
California
$38.6K +$35.9K +44 New
OCM
2904
Osterweis Capital Management
California
$37.8K +$35.1K +43 New
TWD
2905
True Wealth Design
Ohio
$36.9K -$2.45K -3 -7%
JGCM
2906
Joseph Group Capital Management
Ohio
$36.9K +$34.3K +42 New
CSC
2907
Caldwell Sutter Capital
California
$35.2K – – –
MWA
2908
Medallion Wealth Advisors
Connecticut
$35.2K – – –
EF
2909
Entrust Financial
Pennsylvania
$34.3K +$31.8K +39 New
PSFG
2910
Park Square Financial Group
Georgia
$33.8K +$14.7K +18 +44%
NMG
2911
New Millennium Group
Utah
$33.7K -$1.63K -2 -5%
CFM
2912
Cornerstone Financial Management
Massachusetts
$33.4K +$31K +38 New
KBFS
2913
Kohmann Bosshard Financial Services
Ohio
$31.3K +$30.2K +37 New
CCM
2914
Copeland Capital Management
Pennsylvania
$29.9K – – –
CT
2915
Clearstead Trust
Maine
$29K -$8.98K -11 -25%
MPW
2916
MASECO Private Wealth
$28.6K -$45.7K -56 -63%
BTC
2917
Bank & Trust Company
Illinois
$28.1K – – –
MNA
2918
Manning & Napier Advisors
New York
$27.4K +$18.8K +23 +288%
BFS
2919
Bare Financial Services
Pennsylvania
$26.4K – – –
GAFA
2920
Garton & Associates Financial Advisors
Kentucky
$25.6K +$23.7K +29 New
MWM
2921
Mascoma Wealth Management
New Hampshire
$25.5K +$3.26K +4 +16%
PWM
2922
Pathway Wealth Management
Texas
$25K +$20.4M +25,000 New
WAS
2923
Winch Advisory Services
Wisconsin
$24.8K – – –
Q1WB
2924
Quest 10 Wealth Builders
Virginia
$24.8K – – –
CFFP
2925
Center for Financial Planning
Michigan
$24.6K – – –
115 116
117
118 119