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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
926
Kingswood Wealth Advisors
California
$1M +$1.02M +3,107 New
MFG
927
Magnus Financial Group
New York
$1M +$3.29K +10 +0.3%
PWMAG
928
Pinnacle Wealth Management Advisory Group
New Jersey
$1,000K -$160K -486 -14%
CGIM
929
Capital Group Investment Management
Singapore
$999K -$791K -2,406 -44%
HT
930
Headlands Technologies
Illinois
$999K +$1.02M +3,097 New
MP
931
McDonald Partners
Ohio
$997K -$296K -899 -23%
SJL
932
Shayne & Jacobs LLC
Tennessee
$992K – – –
CG
933
Cutler Group
California
$987K -$923K -2,808 -48%
BSC
934
Brown Shipley & Co
United Kingdom
$979K -$57.2K -174 -5%
SIA
935
Schear Investment Advisers
Ohio
$975K +$10.5K +32 +1%
XS
936
XR Securities
Illinois
$974K +$7.89K +24 +0.8%
PGWM
937
Parisi Gray Wealth Management
New Jersey
$972K +$728K +2,214 +292%
MW
938
Marcum Wealth
Ohio
$971K +$15.5K +47 +2%
CWP
939
Cyndeo Wealth Partners
Florida
$970K -$191K -581 -16%
JWM
940
Jupiter Wealth Management
Colorado
$968K – – –
P
941
Pitcairn
Pennsylvania
$967K -$11.5K -35 -1%
PI
942
PFG Investments
New York
$965K +$65.8K +200 +7%
CAWM
943
Capital Advisors Wealth Management
Washington
$961K +$150K +456 +18%
IVP
944
Intrinsic Value Partners
Arizona
$961K -$3.94K -12 -0.4%
NSAM
945
North Star Asset Management
Wisconsin
$953K -$26.3K -80 -3%
WFAG
946
Wescott Financial Advisory Group
Pennsylvania
$950K -$107K -325 -10%
KC
947
Knuff & Co
California
$948K -$90.1K -274 -9%
WA
948
Waverly Advisors
Alabama
$944K +$43.1K +131 +5%
MWM
949
Modera Wealth Management
New Jersey
$943K +$537K +1,632 +126%
MFS
950
Mirabella Financial Services
United Kingdom
$942K +$961K +2,922 New
36 37
38
39 40