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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1426
Western Wealth Management
Colorado
$460K -$1.02M -2,626 -70%
IHL
1427
Investment House LLC
California
$459K – – –
LC
1428
Lavaca Capital
Texas
$459K – – –
PWP
1429
Pursue Wealth Partners
California
$459K – – –
MMH
1430
Menora Mivtachim Holdings
Israel
$459K +$427K +1,100 New
BSA
1431
Braun Stacey Associates
New York
$455K -$1.94K -5 -0.5%
CWM
1432
Connecticut Wealth Management
Connecticut
$454K -$1.16K -3 -0.3%
DLA
1433
Douglas Lane & Associates
New York
$454K +$87.3K +225 +26%
FFO
1434
Fortitude Family Office
Arizona
$454K – – –
AIA
1435
Angeles Investment Advisors
California
$452K – – –
VRM
1436
Vectors Research Management
New York
$451K – – –
DFA
1437
Davies Financial Advisors
California
$451K +$419K +1,079 New
LIM
1438
Leavell Investment Management
Alabama
$449K +$77.6K +200 +23%
RMDI
1439
R.M. Davis Inc
Maine
$448K -$22.9K -59 -5%
WFO
1440
Wealthgate Family Office
Colorado
$448K +$776 +2 +0.2%
MIS
1441
Morningstar Investment Services
Illinois
$448K -$384K -990 -48%
OL
1442
Optas LLC
Texas
$448K +$9.7K +25 +2%
AC
1443
ASB Consultores
Florida
$448K +$416K +1,072 New
KWMG
1444
King Wealth Management Group
Florida
$446K -$12.8K -33 -3%
MA
1445
Modus Advisors
Minnesota
$444K +$8.93K +23 +2%
AC
1446
Allstate Corporation
Illinois
$443K -$19.8K -51 -5%
ECG
1447
Edge Capital Group
Georgia
$442K -$776 -2 -0.2%
FWCM
1448
Ferguson Wellman Capital Management
Oregon
$442K +$1.55K +4 +0.4%
RMAM
1449
Raab & Moskowitz Asset Management
New Jersey
$442K -$5.43K -14 -1%
RDWM
1450
Red Door Wealth Management
Tennessee
$442K -$158K -407 -28%
56 57
58
59 60