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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1201
Souders Financial Advisors
Ohio
$2.29M -$172K -211 -7%
KF
1202
Krilogy Financial
Missouri
$2.29M +$86.5K +106 +5%
ACM
1203
Aubrey Capital Management
United Kingdom
$2.29M +$2.12M +2,600 New
PE
1204
PCM Encore
Colorado
$2.28M +$2.12M +2,598 New
DI
1205
Disciplined Investors
Texas
$2.28M +$2.45K +3 +0.1%
MFIM
1206
Mesirow Financial Investment Management
Illinois
$2.28M -$227K -278 -10%
TCA
1207
Transcend Capital Advisors
New Jersey
$2.27M +$53K +65 +3%
XWM
1208
Xcel Wealth Management
Florida
$2.27M +$44.9K +55 +2%
TP
1209
Tranquility Partners
Tennessee
$2.27M -$4.9K -6 -0.2%
CA
1210
Cache Advisors
California
$2.26M +$61.2K +75 +3%
HWA
1211
HCR Wealth Advisors
California
$2.26M +$495K +607 +31%
PWM
1212
Pines Wealth Management
North Carolina
$2.26M +$8.98K +11 +0.4%
SSWM
1213
Smith Salley Wealth Management
North Carolina
$2.25M +$56.3K +69 +3%
OL
1214
Optas LLC
Texas
$2.24M +$8.98K +11 +0.4%
MCM
1215
Mill Capital Management
North Carolina
$2.23M – – –
MCA
1216
McGuire Capital Advisors
Oklahoma
$2.23M +$2.07M +2,537 New
FISPB
1217
Fideuram - Intesa Sanpaolo Private Banking
$2.23M +$2.07M +2,536 New
MWM
1218
Meridian Wealth Management
Kentucky
$2.21M +$153K +187 +8%
PWM
1219
Pinnacle Wealth Management
California
$2.21M +$199K +244 +11%
PPWP
1220
Premier Path Wealth Partners
New Jersey
$2.21M +$242K +296 +13%
MTC
1221
Matrix Trust Company
Colorado
$2.2M -$20.4K -25 -1%
DWT
1222
Dorsey & Whitney Trust
South Dakota
$2.2M -$599K -734 -23%
SFM
1223
Signet Financial Management
New Jersey
$2.2M -$24.5K -30 -1%
CGIM
1224
Capital Group Investment Management
Singapore
$2.19M – – –
MW
1225
MBL Wealth
North Carolina
$2.19M +$393K +482 +24%
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