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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1351
MV Capital Management
Maryland
$158K – – –
CFGS
1352
Concourse Financial Group Securities
Alabama
$158K +$3.78K +17 +3%
MHR
1353
Matthew Hamilton Rosenberg
$158K +$21.4K +96 +19%
CFA
1354
Carroll Financial Associates
North Carolina
$158K +$25.8K +116 +24%
RFWA
1355
RPg Family Wealth Advisory
Massachusetts
$155K – – –
SWA
1356
SOA Wealth Advisors
New York
$151K +$110K +496 New
SIM
1357
Sonora Investment Management
Arizona
$149K – – –
SBL
1358
Sargent Bickham Lagudis
Colorado
$146K -$11.1K -50 -8%
EI
1359
Ellevest Inc
New York
$146K +$14.9K +67 +14%
OPW
1360
Oxler Private Wealth
New York
$146K +$124K +555 New
CCC
1361
Crescent Capital Consulting
Louisiana
$145K +$122K +550 New
TWA
1362
TCI Wealth Advisors
Arizona
$141K +$1.56K +7 +1%
FPW
1363
Flagship Private Wealth
Massachusetts
$139K +$114K +510 New
PMFA
1364
Plante Moran Financial Advisors
Michigan
$137K +$116K +519 New
LWANC
1365
Laurel Wealth Advisors (North Carolina)
North Carolina
$136K -$70.1K -315 -38%
TFM
1366
TFC Financial Management
Massachusetts
$135K +$445 +2 +0.4%
VCG
1367
Vantage Consulting Group
Virginia
$133K +$112K +504 New
AIM
1368
Arcadia Investment Management
Michigan
$132K – – –
GI
1369
GS Investments
Minnesota
$132K – – –
HCM
1370
Highlander Capital Management
New Jersey
$132K – – –
IRC
1371
Investors Research Corp
Georgia
$128K – – –
CT
1372
Caldwell Trust
Florida
$127K +$17.1K +77 +19%
TFS
1373
TrustCore Financial Services
Tennessee
$122K +$19.4K +87 +23%
TC
1374
Trust Company
Kansas
$119K -$321K -1,442 -76%
MAWCM
1375
Mine & Arao Wealth Creation & Management
California
$117K +$223 +1 +0.2%
53 54
55
56 57