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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1426
Keebeck Wealth Management
Illinois
$1.44M +$461K +517 +44%
SH
1427
SLT Holdings
Arizona
$1.44M +$59.8K +67 +4%
MFA
1428
Mayflower Financial Advisors
Massachusetts
$1.44M -$26.8K -30 -2%
RCM
1429
RMR Capital Management
California
$1.43M – – –
CIP
1430
Convergence Investment Partners
Florida
$1.43M +$1.05M +1,180 +229%
FFG
1431
Fiduciary Financial Group
California
$1.43M -$65.1K -73 -4%
CWM
1432
CCG Wealth Management
California
$1.43M +$848K +950 +129%
BLFG
1433
Brian Low Financial Group
Louisiana
$1.42M +$257K +288 +21%
MWM
1434
Mosley Wealth Management
California
$1.42M -$43.7K -49 -3%
RPC
1435
Rossmore Private Capital
Connecticut
$1.42M -$12.5K -14 -0.8%
APW
1436
Alliance Private Wealth
Massachusetts
$1.42M +$17.8K +20 +1%
CFP
1437
Catalyst Financial Partners
Massachusetts
$1.41M +$49.1K +55 +3%
FHC
1438
First Horizon Corporation
Tennessee
$1.41M -$10.7K -12 -0.7%
EAM
1439
Eukles Asset Management
Ohio
$1.41M -$285K -320 -16%
SAG
1440
SageView Advisory Group
California
$1.4M -$240K -269 -14%
C
1441
Certuity
Florida
$1.4M -$112K -126 -7%
AMPWP
1442
Alvarez & Marsal Private Wealth Partners
Florida
$1.4M +$1.47M +1,651 New
WCM
1443
Weik Capital Management
Pennsylvania
$1.4M -$11.6K -13 -0.8%
RZH
1444
Relyea Zuckerberg Hanson
Connecticut
$1.39M -$213K -239 -13%
SRA
1445
Secured Retirement Advisors
Minnesota
$1.39M +$1.46M +1,640 New
AC
1446
AlphaCore Capital
California
$1.38M -$627K -703 -30%
SWA
1447
SOA Wealth Advisors
New York
$1.37M -$18.7K -21 -1%
RIA
1448
Realta Investment Advisors
Delaware
$1.37M -$44.6K -50 -3%
FFM
1449
Fisher Funds Management
New Zealand
$1.37M – – –
PP
1450
PDS Planning
Ohio
$1.37M +$892 +1 +0.1%
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