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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
1251
Clear Harbor Asset Management
Connecticut
$445K -$96.9K -290 -17%
CAM
1252
Close Asset Management
United Kingdom
$445K +$31.1K +93 +7%
CW
1253
CIC Wealth
Maryland
$444K -$7.35K -22 -2%
PCA
1254
Pallas Capital Advisors
Massachusetts
$444K +$195K +583 +65%
TW
1255
TrinityPoint Wealth
Connecticut
$441K +$1.34K +4 +0.3%
BWP
1256
BSW Wealth Partners
Colorado
$441K -$11.4K -34 -2%
OHWP
1257
Oak Harbor Wealth Partners
North Carolina
$439K +$13K +39 +3%
CFG
1258
Citizens Financial Group
Rhode Island
$427K +$114K +340 +35%
CCWM
1259
Cassaday & Co Wealth Management
Virginia
$427K -$236K -706 -35%
WMA
1260
West Michigan Advisors
Michigan
$424K +$186K +557 +74%
NRC
1261
New Republic Capital
North Carolina
$424K +$13.4K +40 +3%
ECG
1262
Edge Capital Group
Georgia
$423K -$3.11M -9,316 -88%
AFP
1263
Ausdal Financial Partners
Iowa
$420K -$29.4K -88 -6%
AHB
1264
Abner Herrman & Brock
New Jersey
$420K -$18.4K -55 -4%
PCM
1265
Palisade Capital Management
New Jersey
$419K -$48.4K -145 -10%
TNA
1266
True North Advisors
Texas
$418K -$403K -1,207 -48%
MWM
1267
Meridian Wealth Management
Kentucky
$418K -$114K -341 -21%
RCG
1268
Regatta Capital Group
California
$418K +$7.35K +22 +2%
CRC
1269
Curi RMB Capital
Illinois
$417K +$8.69K +26 +2%
FNT
1270
First Nebraska Trust
Nebraska
$417K – – –
NWM
1271
Northcape Wealth Management
New York
$416K -$23.7K -71 -5%
VCM
1272
Viewpoint Capital Management
Washington
$415K – – –
CCG
1273
Coastwise Capital Group
California
$412K +$169K +505 +66%
EB
1274
Eastern Bank
Massachusetts
$412K – – –
FNBOMD
1275
First National Bank of Mount Dora
Florida
$412K – – –
49 50
51
52 53