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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1301
Spinnaker Trust
Maine
$407K – – –
WF
1302
Welch & Forbes
Massachusetts
$406K -$21K -64 -5%
PR
1303
Payden & Rygel
California
$406K -$22.1M -67,200 -98%
AL
1304
Aspiriant LLC
California
$404K +$78.6K +239 +24%
WP
1305
WMS Partners
Maryland
$404K -$3.62K -11 -0.9%
BWA
1306
Blodgett Wealth Advisors
California
$403K -$26.3K -80 -6%
KCFA
1307
Key Client Fiduciary Advisors
New Jersey
$403K -$29.6K -90 -7%
SSWM
1308
Strait & Sound Wealth Management
California
$400K -$12.5K -38 -3%
HWA
1309
Heritage Wealth Advisors
Virginia
$399K -$23K -70 -5%
AM
1310
AGF Management
Ontario, Canada
$398K -$473K -1,438 -54%
CCM
1311
Check Capital Management
California
$397K – – –
SIG
1312
Sargent Investment Group
Maryland
$396K – – –
RWMH
1313
Riverpoint Wealth Management Holdings
Illinois
$395K – – –
KFGK
1314
Keystone Financial Group (Kentucky)
Kentucky
$394K +$401K +1,220 New
SS
1315
Sunbelt Securities
Texas
$392K +$205K +625 +106%
RIA
1316
Regal Investment Advisors
Michigan
$391K -$329 -1 -0.1%
GS
1317
GTS Securities
Florida
$389K +$396K +1,206 New
DWM
1318
Dorchester Wealth Management
Quebec, Canada
$386K – – –
HKAM
1319
Horizon Kinetics Asset Management
New York
$385K – – –
RWMG
1320
Redwood Wealth Management Group
New Jersey
$383K – – –
AFAS
1321
Acorn Financial Advisory Services
Virginia
$382K -$2.3K -7 -0.6%
TCM
1322
Traynor Capital Management
Pennsylvania
$381K -$482K -1,465 -55%
FDS
1323
First Dallas Securities
Texas
$381K -$105K -318 -21%
RBC
1324
Romano Brothers & Co
Illinois
$380K +$387K +1,177 New
BA
1325
Bluesphere Advisors
Pennsylvania
$379K -$51K -155 -12%
51 52
53
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