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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1276
Oak Asset Management
California
$814K – – –
CA
1277
Calton & Associates
Florida
$814K -$105K -214 -12%
PCM
1278
Pointe Capital Management
Michigan
$814K – – –
PWMG
1279
Prestige Wealth Management Group
New Jersey
$813K -$409K -837 -34%
VIM
1280
Vista Investment Management
Pennsylvania
$806K -$20.5K -42 -3%
BWP
1281
Balboa Wealth Partners
Arizona
$804K +$143K +293 +22%
SMA
1282
Sage Mountain Advisors
Georgia
$801K -$25.4K -52 -3%
LAM
1283
LifePro Asset Management
California
$798K -$58.7K -120 -7%
TIA
1284
Tiemann Investment Advisors
California
$798K -$29.3K -60 -4%
WG
1285
Wealth Group
North Carolina
$797K – – –
UCI
1286
Uncommon Cents Investing
Wisconsin
$795K +$56.2K +115 +8%
CCG
1287
Chatham Capital Group
Georgia
$791K -$24.5K -50 -3%
DSC
1288
Duncker Streett & Co
Missouri
$789K -$8.8K -18 -1%
CHAM
1289
Clear Harbor Asset Management
Connecticut
$786K +$55.8K +114 +8%
SWM
1290
Shelton Wealth Management
Texas
$785K +$6.36K +13 +0.8%
MCM
1291
Mainstream Capital Management
California
$785K +$775K +1,585 New
CFGS
1292
Concourse Financial Group Securities
Alabama
$777K +$27.9K +57 +4%
CCA
1293
Cobblestone Capital Advisors
New York
$777K +$51.4K +105 +7%
LCM
1294
Liberty Capital Management
Michigan
$773K – – –
FAIM
1295
Financial Advocates Investment Management
Washington
$772K -$174K -356 -19%
RAM
1296
Readystate Asset Management
Illinois
$771K +$762K +1,558 New
ACIM
1297
Azimuth Capital Investment Management
Michigan
$768K – – –
SWMP
1298
Signature Wealth Management Partners
New Jersey
$766K – – –
VSQM
1299
V-Square Quantitative Management
Illinois
$766K +$524K +1,071 +225%
SWA
1300
SOA Wealth Advisors
New York
$765K +$1.47K +3 +0.2%
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