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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
BDWM
1351
Brewin Dolphin Wealth Management
Ireland
$158K +$33.4K +150 +33%
CCG
1352
Ceeto Capital Group
Florida
$158K – – –
MCM
1353
MV Capital Management
Maryland
$158K – – –
CFGS
1354
Concourse Financial Group Securities
Alabama
$158K +$3.78K +17 +3%
MHR
1355
Matthew Hamilton Rosenberg
$158K +$21.4K +96 +19%
CFA
1356
Carroll Financial Associates
North Carolina
$158K +$25.8K +116 +24%
RFWA
1357
RPg Family Wealth Advisory
Massachusetts
$155K – – –
SWA
1358
SOA Wealth Advisors
New York
$151K +$110K +496 New
SIM
1359
Sonora Investment Management
Arizona
$149K – – –
SBL
1360
Sargent Bickham Lagudis
Colorado
$146K -$11.1K -50 -8%
EI
1361
Ellevest Inc
New York
$146K +$14.9K +67 +14%
OPW
1362
Oxler Private Wealth
New York
$146K +$124K +555 New
CCC
1363
Crescent Capital Consulting
Louisiana
$145K +$122K +550 New
TWA
1364
TCI Wealth Advisors
Arizona
$141K +$1.56K +7 +1%
FPW
1365
Flagship Private Wealth
Massachusetts
$139K +$114K +510 New
PMFA
1366
Plante Moran Financial Advisors
Michigan
$137K +$116K +519 New
LWANC
1367
Laurel Wealth Advisors (North Carolina)
North Carolina
$136K -$70.1K -315 -38%
TFM
1368
TFC Financial Management
Massachusetts
$135K +$445 +2 +0.4%
VCG
1369
Vantage Consulting Group
Virginia
$133K +$112K +504 New
AIM
1370
Arcadia Investment Management
Michigan
$132K – – –
GI
1371
GS Investments
Minnesota
$132K – – –
HCM
1372
Highlander Capital Management
New Jersey
$132K – – –
IRC
1373
Investors Research Corp
Georgia
$128K – – –
CT
1374
Caldwell Trust
Florida
$127K +$17.1K +77 +19%
TFS
1375
TrustCore Financial Services
Tennessee
$122K +$19.4K +87 +23%
53 54
55
56 57