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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
3001
Darwin Wealth Management
Florida
$75.9K +$64.3K +66 +733%
CCC
3002
Chelsea Counsel Company
California
$75.9K – – –
ECA
3003
Elevated Capital Advisors
Utah
$75.9K – – –
PWA
3004
Provenance Wealth Advisors
Florida
$74.8K +$8.78K +9 +14%
EFMH
3005
E Fund Management (HK)
Hong Kong
$74.8K +$33.1K +34 +85%
NWS
3006
Nvest Wealth Strategies
Ohio
$74K – – –
LFASL
3007
Lugano Financial Advisors SA (LFA)
Switzerland
$72.8K – – –
AW
3008
Avion Wealth
Texas
$72K +$12.7K +13 +22%
CYG
3009
Clean Yield Group
Vermont
$71.8K – – –
CMA
3010
Cedar Mountain Advisors
Oregon
$71.8K +$46.8K +48 +209%
MUMSS
3011
Mitsubishi UFJ Morgan Stanley Securities
Japan
$70.8K -$154K -158 -69%
MWA
3012
Medallion Wealth Advisors
Connecticut
$70.8K +$29.2K +30 +75%
TAP
3013
Tounjian Advisory Partners
Florida
$70.7K -$3.41M -3,494 -98%
ACA
3014
American Capital Advisory
Idaho
$69.8K +$2.92K +3 +5%
BHWM
3015
Bay Harbor Wealth Management
Maryland
$69.3K +$11.7K +12 +21%
BW
3016
Bravera Wealth
North Dakota
$68.8K – – –
LWM
3017
Lodestone Wealth Management
Washington
$67.2K – – –
FUBT
3018
First United Bank & Trust
Maryland
$66.8K +$15.6K +16 +32%
AP
3019
Aspect Partners
Virginia
$64.7K – – –
TWD
3020
True Wealth Design
Ohio
$64.7K +$10.7K +11 +21%
DIP
3021
DT Investment Partners
Pennsylvania
$63.7K – – –
FRA
3022
Front Row Advisors
California
$63.1K – – –
C
3023
Covestor
United Kingdom
$62K -$20.5K -21 -26%
CFM
3024
Cornerstone Financial Management
Massachusetts
$61.7K +$18.5K +19 +45%
T
3025
Tidemark
California
$61.4K – – –
119 120
121
122 123