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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1326
SOA Wealth Advisors
New York
$403K +$1.06K +3 +0.2%
CWP
1327
Concord Wealth Partners
Virginia
$399K +$37.8K +107 +10%
GA
1328
Geller Advisors
New York
$398K +$79.1K +224 +23%
DA
1329
Detalus Advisors
Missouri
$398K +$426K +1,207 New
NP
1330
NorthRock Partners
Minnesota
$397K -$137K -387 -24%
CT
1331
Caldwell Trust
Florida
$396K +$222K +628 +110%
AAA
1332
Adams Asset Advisors
Texas
$396K – – –
KWMG
1333
King Wealth Management Group
Florida
$396K – – –
RK
1334
Rather & Kittrell
Tennessee
$396K – – –
PPW
1335
Pinnacle Private Wealth
Massachusetts
$395K -$36.7K -104 -8%
IHL
1336
Investment House LLC
California
$395K +$17.7K +50 +4%
OHWP
1337
Oak Harbor Wealth Partners
North Carolina
$395K +$111K +314 +36%
TWA
1338
TCI Wealth Advisors
Arizona
$394K -$114K -323 -21%
HKAM
1339
Horizon Kinetics Asset Management
New York
$394K – – –
IP
1340
Investment Partners
Ohio
$393K -$14.1K -40 -3%
FHA
1341
First Horizon Advisors
Tennessee
$392K -$256K -726 -38%
RMDI
1342
R.M. Davis Inc
Maine
$392K +$95K +269 +29%
PFGIA
1343
Patriot Financial Group Insurance Agency
Massachusetts
$389K +$66.8K +189 +19%
SHFA
1344
SC&H Financial Advisors
Maryland
$387K +$158K +448 +62%
FLPIM
1345
F.L. Putnam Investment Management
Massachusetts
$386K -$31.4K -89 -7%
CAGAS
1346
Capital Advisory Group Advisory Services
Minnesota
$383K +$42.7K +121 +12%
HCM
1347
Hollencrest Capital Management
California
$381K +$9.18K +26 +2%
FCA
1348
FinTrust Capital Advisors
South Carolina
$381K +$77K +218 +23%
PWMG
1349
Pinnacle Wealth Management Group
Michigan
$381K +$408K +1,155 New
SAM
1350
Silvercrest Asset Management
New York
$380K +$127K +359 +45%
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