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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
1451
Delta Financial Group
New Jersey
$366K -$33K -99 -9%
FSA
1452
Franklin Street Advisors
North Carolina
$366K -$20K -60 -6%
GWS
1453
Glassman Wealth Services
Virginia
$365K -$15.7K -47 -5%
AGA
1454
Arkos Global Advisors
Texas
$363K +$25.4K +76 +9%
CCA
1455
Criterion Capital Advisors
Tennessee
$362K +$313K +938 New
CFO
1456
Callan Family Office
Pennsylvania
$361K +$38.4K +115 +14%
NDSI
1457
Newman Dignan & Sheerar Inc
Rhode Island
$360K +$668 +2 +0.2%
LWM
1458
Liberty Wealth Management
California
$359K +$310K +930 New
SGCA
1459
Steel Grove Capital Advisors
Tennessee
$359K -$58.4K -175 -16%
SIM
1460
Studio Investment Management
Illinois
$358K -$56.7K -170 -15%
KCFA
1461
Key Client Fiduciary Advisors
New Jersey
$357K -$70.1K -210 -18%
PBCM
1462
Point Break Capital Management
Florida
$357K +$309K +925 New
FPGK
1463
Financial Partners Group (Kansas)
Kansas
$356K +$1K +3 +0.3%
MWM
1464
Maltin Wealth Management
New Jersey
$354K +$2K +6 +0.7%
GLA
1465
Good Life Advisors
Pennsylvania
$354K -$40.7K -122 -12%
VAS
1466
Vestmark Advisory Solutions
Massachusetts
$352K +$263K +787 New
BOM
1467
Bank of Marin
California
$351K -$668 -2 -0.2%
EBA
1468
Eagle Bay Advisors
New York
$351K -$63.4K -190 -17%
SWA
1469
Stratos Wealth Advisors
Ohio
$350K +$4K +12 +1%
JF
1470
Joule Financial
Kentucky
$348K +$301K +903 New
MG
1471
Mather Group
Illinois
$348K -$71.1K -213 -19%
AA
1472
Alta Advisers
United Kingdom
$347K – – –
ACM
1473
Accent Capital Management
Ohio
$347K +$300K +900 New
CWM
1474
Cordatus Wealth Management
Pennsylvania
$347K – – –
CBA
1475
Coastal Bridge Advisors
Connecticut
$347K +$668 +2 +0.2%
57 58
59
60 61