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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
1401
D.J. St. Germain
Massachusetts
$861K +$114K +189 +14%
FFA
1402
Florida Financial Advisors
Florida
$860K +$430K +714 +83%
QWM
1403
Quadcap Wealth Management
Texas
$860K -$56K -93 -6%
AFC
1404
AFT Forsyth & Company
Florida
$860K +$35.5K +59 +4%
GBT
1405
Grove Bank & Trust
Florida
$859K -$1.2K -2 -0.1%
DSC
1406
Duncker Streett & Co
Missouri
$858K +$9.63K +16 +1%
RHAM
1407
Round Hill Asset Management
California
$854K -$1.87M -3,102 -66%
LC
1408
Lindbrook Capital
California
$854K -$85.4K -142 -8%
CA
1409
Crumly & Associates
Illinois
$850K +$42.1K +70 +5%
PWAM
1410
Private Wealth Asset Management
Iowa
$849K +$935K +1,554 New
SWA
1411
SOA Wealth Advisors
New York
$848K +$3.01K +5 +0.3%
PP
1412
PDS Planning
Ohio
$847K +$76.4K +127 +9%
SWMP
1413
Signature Wealth Management Partners
New Jersey
$845K – – –
AA
1414
Alta Advisers
United Kingdom
$840K +$301K +500 +48%
4WM
1415
49 Wealth Management
Texas
$839K +$271K +450 +41%
LAM
1416
Lewis Asset Management
California
$839K +$5.42K +9 +0.6%
BFO
1417
Biltmore Family Office
North Carolina
$839K +$1.8K +3 +0.2%
GWS
1418
Greykasell Wealth Strategies
California
$839K – – –
KCM
1419
Kathmere Capital Management
Pennsylvania
$838K +$39.7K +66 +4%
SGCA
1420
Steel Grove Capital Advisors
Tennessee
$837K +$30.1K +50 +3%
PHAM
1421
Palisades Hudson Asset Management
Florida
$837K – – –
CFP
1422
Catalyst Financial Partners
Massachusetts
$837K +$30.1K +50 +3%
EB
1423
Eastern Bank
Massachusetts
$835K +$39.1K +65 +4%
GH
1424
GAM Holding
Switzerland
$834K -$1.91M -3,175 -68%
EML
1425
Eos Management LP
New York
$834K – – –
55 56
57
58 59