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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1451
Secure Asset Management
Michigan
$346K – – –
JIP
1452
Jaffetilchin Investment Partners
Florida
$345K +$32.5K +82 +10%
CWM
1453
Cordatus Wealth Management
Pennsylvania
$344K – – –
DM
1454
Diker Management
New York
$344K – – –
GWM
1455
GSB Wealth Management
Connecticut
$344K +$129K +325 +57%
PFWA
1456
Paces Ferry Wealth Advisors
Georgia
$343K +$1.19K +3 +0.3%
CFS
1457
CRA Financial Services
New Jersey
$342K +$31.7K +80 +10%
HCC
1458
Hirtle Callaghan & Co
Pennsylvania
$342K +$354K +893 New
PMFA
1459
Plante Moran Financial Advisors
Michigan
$341K +$13.9K +35 +4%
GLA
1460
Good Life Advisors
Pennsylvania
$339K +$37.2K +94 +12%
DWM
1461
Dorchester Wealth Management
Quebec, Canada
$339K +$83.1K +210 +31%
APW
1462
Aurora Private Wealth
New Jersey
$338K +$76K +192 +28%
AWE
1463
Avidian Wealth Enterprises
Texas
$338K +$350K +884 New
OHWP
1464
Oak Harbor Wealth Partners
North Carolina
$338K +$350K +884 New
QCM
1465
Quantinno Capital Management
New York
$337K +$348K +880 New
FPGK
1466
Financial Partners Group (Kansas)
Kansas
$336K -$37.6K -95 -9%
NL
1467
NWAM LLC
Washington
$336K +$348K +878 New
MCM
1468
MV Capital Management
Maryland
$335K +$5.15K +13 +2%
SFG
1469
StrategIQ Financial Group
Indiana
$334K +$346K +873 New
MHR
1470
Matthew Hamilton Rosenberg
$333K +$69.3K +175 +25%
PS
1471
Planned Solutions
California
$333K +$344K +870 New
MWM
1472
Maltin Wealth Management
New Jersey
$332K +$21.4K +54 +7%
VCAM
1473
Van Cleef Asset Management
Ohio
$329K -$63.3K -160 -16%
MPCG
1474
Matrix Private Capital Group
New York
$328K +$41.2K +104 +14%
SAM
1475
Security Asset Management
New York
$327K -$150K -378 -31%
57 58
59
60 61