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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1451
Cordatus Wealth Management
Pennsylvania
$344K – – –
DM
1452
Diker Management
New York
$344K – – –
GWM
1453
GSB Wealth Management
Connecticut
$344K +$129K +325 +57%
PFWA
1454
Paces Ferry Wealth Advisors
Georgia
$343K +$1.19K +3 +0.3%
CFS
1455
CRA Financial Services
New Jersey
$342K +$31.7K +80 +10%
HCC
1456
Hirtle Callaghan & Co
Pennsylvania
$342K +$354K +893 New
PMFA
1457
Plante Moran Financial Advisors
Michigan
$341K +$13.9K +35 +4%
GLA
1458
Good Life Advisors
Pennsylvania
$339K +$37.2K +94 +12%
DWM
1459
Dorchester Wealth Management
Quebec, Canada
$339K +$83.1K +210 +31%
APW
1460
Aurora Private Wealth
New Jersey
$338K +$76K +192 +28%
AWE
1461
Avidian Wealth Enterprises
Texas
$338K +$350K +884 New
OHWP
1462
Oak Harbor Wealth Partners
North Carolina
$338K +$350K +884 New
QCM
1463
Quantinno Capital Management
New York
$337K +$348K +880 New
FPGK
1464
Financial Partners Group (Kansas)
Kansas
$336K -$37.6K -95 -9%
NL
1465
NWAM LLC
Washington
$336K +$348K +878 New
MCM
1466
MV Capital Management
Maryland
$335K +$5.15K +13 +2%
SFG
1467
StrategIQ Financial Group
Indiana
$334K +$346K +873 New
MHR
1468
Matthew Hamilton Rosenberg
$333K +$69.3K +175 +25%
PS
1469
Planned Solutions
California
$333K +$344K +870 New
MWM
1470
Maltin Wealth Management
New Jersey
$332K +$21.4K +54 +7%
VCAM
1471
Van Cleef Asset Management
Ohio
$329K -$63.3K -160 -16%
MPCG
1472
Matrix Private Capital Group
New York
$328K +$41.2K +104 +14%
SAM
1473
Security Asset Management
New York
$327K -$150K -378 -31%
TIAM2
1474
Tru Independence Asset Management 2
Oregon
$327K -$64.9K -164 -16%
SFFS
1475
Stonehage Fleming Financial Services
Jersey
$327K +$4.36K +11 +1%
57 58
59
60 61