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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
1351
TCI Wealth Advisors
Arizona
$688K +$2.94K +6 +0.4%
SEIA
1352
Signature Estate & Investment Advisors
California
$687K -$161K -330 -19%
DLA
1353
Douglas Lane & Associates
New York
$677K -$9.78K -20 -1%
BWP
1354
BSW Wealth Partners
Colorado
$676K +$5.87K +12 +0.9%
CT
1355
Coastline Trust
Rhode Island
$676K -$501K -1,025 -43%
TIM
1356
Tortoise Investment Management
New York
$675K -$62.1K -127 -9%
CWM
1357
Castle Wealth Management
Florida
$674K +$666K +1,362 New
SAM
1358
Strategy Asset Managers
California
$671K +$663K +1,355 New
RCA
1359
Riverview Capital Advisers
Massachusetts
$667K +$1.47K +3 +0.2%
EFG
1360
Embree Financial Group
Illinois
$667K -$1.47K -3 -0.2%
RPC
1361
Rossmore Private Capital
Connecticut
$666K -$19.6K -40 -3%
WIC
1362
Woodmont Investment Counsel
Tennessee
$665K – – –
FI
1363
Finivi Inc
Massachusetts
$665K +$361K +738 +122%
CCG
1364
Coastwise Capital Group
California
$665K +$33.3K +68 +5%
BFG
1365
Berger Financial Group
Minnesota
$662K +$161K +329 +33%
WPP
1366
Whalerock Point Partners
Rhode Island
$658K +$31.8K +65 +5%
KCM
1367
Kathmere Capital Management
Pennsylvania
$658K +$76.3K +156 +13%
LCM
1368
Lazari Capital Management
California
$657K +$8.8K +18 +1%
PWP
1369
Pursue Wealth Partners
California
$656K – – –
EFG
1370
Ethos Financial Group
Pennsylvania
$654K -$91K -186 -12%
LFA
1371
Lauterbach Financial Advisors
Texas
$652K +$2.45K +5 +0.4%
CIA
1372
Cladis Investment Advisory
Montana
$646K – – –
NI
1373
NCP Inc
California
$644K – – –
PCM
1374
Palisade Capital Management
New Jersey
$642K – – –
TC
1375
TwinBeech Capital
New York
$641K +$633K +1,294 New
53 54
55
56 57