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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
1026
Xcel Wealth Management
Florida
$1.12M +$438K +1,129 +72%
TWM
1027
Tolleson Wealth Management
Texas
$1.12M – – –
FFS
1028
Founders Financial Securities
Maryland
$1.12M -$13.2K -34 -1%
TH
1029
TCTC Holdings
Texas
$1.12M -$14.7K -38 -1%
MFG
1030
MidWestOne Financial Group
Iowa
$1.11M +$2.72K +7 +0.3%
LOPW
1031
Live Oak Private Wealth
North Carolina
$1.11M -$19.4K -50 -2%
FFG
1032
Frisch Financial Group
New York
$1.1M +$5.43K +14 +0.5%
PI
1033
Pettee Investors
Connecticut
$1.1M +$17.5K +45 +2%
CW
1034
Connectus Wealth
Ohio
$1.1M +$64K +165 +7%
WIM
1035
Wittenberg Investment Management
Massachusetts
$1.1M – – –
SB
1036
Strategic Blueprint
Georgia
$1.09M +$66.4K +171 +7%
CFG
1037
Cooper Financial Group
California
$1.08M +$80.7K +208 +9%
NC
1038
Napatree Capital
Rhode Island
$1.08M -$13.6K -35 -1%
EFG
1039
Everhart Financial Group
Ohio
$1.08M +$591K +1,524 +145%
OIA
1040
Optimum Investment Advisors
Illinois
$1.07M -$9.7K -25 -1%
SCM
1041
SOL Capital Management
Maryland
$1.07M – – –
MCM
1042
Mill Capital Management
North Carolina
$1.07M – – –
SCM
1043
Shapiro Capital Management
Georgia
$1.07M – – –
MC
1044
Moors & Cabot
Massachusetts
$1.06M +$6.21K +16 +0.6%
DWM
1045
Dynasty Wealth Management
Florida
$1.06M +$989K +2,548 New
RCM
1046
RMR Capital Management
California
$1.06M – – –
CG
1047
Corundum Group
Colorado
$1.06M -$11.6K -30 -1%
LI
1048
Louisbourg Investments
New Brunswick, Canada
$1.06M -$3.49K -9 -0.3%
CWM
1049
Calamos Wealth Management
Illinois
$1.06M -$14.4K -37 -1%
AHC
1050
Anderson Hoagland & Co
Missouri
$1.06M – – –
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