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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
E
1251
EntreWealth
Texas
$2.04M +$294K +329 +16%
IIM
1252
Intact Investment Management
Quebec, Canada
$2.03M – – –
PCS
1253
Personal CFO Solutions
New Jersey
$2.03M -$291K -326 -12%
CBA
1254
Coastal Bridge Advisors
Connecticut
$2.02M +$74.9K +84 +4%
NP
1255
NorthRock Partners
Minnesota
$2.02M -$301K -337 -12%
PWSG
1256
Pacific Wealth Strategies Group
California
$2.02M +$31.2K +35 +1%
ACM
1257
Advisors Capital Management
New Jersey
$2.02M +$389K +436 +22%
WFAG
1258
Wescott Financial Advisory Group
Pennsylvania
$2.01M -$321K -360 -13%
OL
1259
Optas LLC
Texas
$2M -$163K -183 -7%
PFBT
1260
Parkside Financial Bank & Trust
Missouri
$2M +$15.2K +17 +0.7%
CTC
1261
Central Trust Company
Missouri
$2M -$270K -303 -11%
FPL
1262
Fortress Private Ledger
North Carolina
$2M -$5.35K -6 -0.3%
IWA
1263
IBEX Wealth Advisors
New Jersey
$1.99M -$4.73M -5,305 -69%
FMI
1264
Frec Markets Inc
California
$1.98M +$643K +721 +44%
VR
1265
Vision Retirement
New Jersey
$1.97M +$159K +178 +8%
SSWM
1266
Strait & Sound Wealth Management
California
$1.97M +$1.78K +2 +0.1%
KCIC
1267
Kuhn & Co Investment Counsel
Illinois
$1.97M – – –
WH
1268
Willner & Heller
California
$1.96M -$25.9K -29 -1%
QC
1269
Quent Capital
New York
$1.96M +$17.8K +20 +0.9%
CCG
1270
Chatham Capital Group
Georgia
$1.95M +$31.2K +35 +2%
AWM
1271
Aprio Wealth Management
Georgia
$1.95M +$147K +165 +8%
RIG
1272
RiverFront Investment Group
Virginia
$1.94M +$111K +124 +6%
BIG
1273
Brookwood Investment Group
Arizona
$1.94M +$603K +676 +42%
TWM
1274
Trueblood Wealth Management
Ohio
$1.93M -$44.6K -50 -2%
MCA
1275
McGuire Capital Advisors
Oklahoma
$1.93M -$227K -254 -10%
49 50
51
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