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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
SGCA
1351
Steel Grove Capital Advisors
Tennessee
$689K – – –
TWA
1352
TCI Wealth Advisors
Arizona
$688K +$2.94K +6 +0.4%
SEIA
1353
Signature Estate & Investment Advisors
California
$687K -$161K -330 -19%
DLA
1354
Douglas Lane & Associates
New York
$677K -$9.78K -20 -1%
BWP
1355
BSW Wealth Partners
Colorado
$676K +$5.87K +12 +0.9%
CT
1356
Coastline Trust
Rhode Island
$676K -$501K -1,025 -43%
TIM
1357
Tortoise Investment Management
New York
$675K -$62.1K -127 -9%
CWM
1358
Castle Wealth Management
Florida
$674K +$666K +1,362 New
SAM
1359
Strategy Asset Managers
California
$671K +$663K +1,355 New
RCA
1360
Riverview Capital Advisers
Massachusetts
$667K +$1.47K +3 +0.2%
EFG
1361
Embree Financial Group
Illinois
$667K -$1.47K -3 -0.2%
RPC
1362
Rossmore Private Capital
Connecticut
$666K -$19.6K -40 -3%
WIC
1363
Woodmont Investment Counsel
Tennessee
$665K – – –
FI
1364
Finivi Inc
Massachusetts
$665K +$361K +738 +122%
CCG
1365
Coastwise Capital Group
California
$665K +$33.3K +68 +5%
BFG
1366
Berger Financial Group
Minnesota
$662K +$161K +329 +33%
WPP
1367
Whalerock Point Partners
Rhode Island
$658K +$31.8K +65 +5%
KCM
1368
Kathmere Capital Management
Pennsylvania
$658K +$76.3K +156 +13%
LCM
1369
Lazari Capital Management
California
$657K +$8.8K +18 +1%
PWP
1370
Pursue Wealth Partners
California
$656K – – –
EFG
1371
Ethos Financial Group
Pennsylvania
$654K -$91K -186 -12%
LFA
1372
Lauterbach Financial Advisors
Texas
$652K +$2.45K +5 +0.4%
CIA
1373
Cladis Investment Advisory
Montana
$646K – – –
NI
1374
NCP Inc
California
$644K – – –
PCM
1375
Palisade Capital Management
New Jersey
$642K – – –
53 54
55
56 57