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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1226
West Paces Advisors
Georgia
$33.7K +$1.43K +6 +4%
OSNBOA
1227
Old Second National Bank of Aurora
Illinois
$33K – – –
TFO
1228
Tarbox Family Office
California
$33K – – –
BWM
1229
Baystate Wealth Management
Massachusetts
$33K +$238 +1 +0.7%
PW
1230
Price Wealth
Texas
$32K +$21K +88 +147%
FPFS
1231
First Personal Financial Services
North Carolina
$30K -$12.9K -54 -29%
RWA
1232
Ropes Wealth Advisors
Massachusetts
$30K – – –
NC
1233
NewSquare Capital
Pennsylvania
$29K – – –
CFA
1234
Camarda Financial Advisors
Florida
$26K – – –
JCM
1235
Jacobi Capital Management
Pennsylvania
$26K +$3.58K +15 +15%
PA
1236
Perennial Advisors
New York
$26K +$10.7K +45 +60%
AC
1237
Avestar Capital
New York
$26K +$11.2K +47 +52%
CHP
1238
Cable Hill Partners
Oregon
$25K – – –
OFW
1239
Omnia Family Wealth
Florida
$25K – – –
KJWM
1240
Kiley Juergens Wealth Management
Washington
$25K +$27.7K +116 New
LA
1241
Legacy Advisors
Pennsylvania
$24K +$13.4K +56 +108%
WCM
1242
Wealthcare Capital Management
Virginia
$24K +$14.3K +60 +120%
SFM
1243
Signet Financial Management
New Jersey
$23K -$48.2K -202 -66%
AP
1244
Atwood & Palmer
Missouri
$23K +$954 +4 +4%
BA
1245
Ballew Advisors
Mississippi
$22K – – –
MA
1246
MCF Advisors
Kentucky
$22K – – –
SA
1247
SRH Advisors
Kansas
$22K – – –
BRC
1248
Bell Rock Capital
Delaware
$22K +$238 +1 +1%
RA
1249
Rational Advisors
New York
$21K -$843K -3,536 -97%
SGAM
1250
Smith Group Asset Management
Texas
$19K -$2.38K -10 -10%
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