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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1476
Ethos Financial Group
Pennsylvania
$751K – – –
CA
1477
Calton & Associates
Florida
$748K -$34.9K -58 -4%
RPC
1478
Rossmore Private Capital
Connecticut
$745K +$12K +20 +1%
TNBTD
1479
Trustmark National Bank Trust Department
Mississippi
$744K +$3.01K +5 +0.4%
HNWAG
1480
High Net Worth Advisory Group
Florida
$742K +$140K +233 +21%
PWPS
1481
Pinnacle Wealth Planning Services
Ohio
$741K +$3.61K +6 +0.4%
TIM
1482
Tortoise Investment Management
New York
$740K – – –
MA
1483
Modus Advisors
Minnesota
$738K +$163K +271 +25%
MA
1484
MONECO Advisors
Connecticut
$735K -$7.22K -12 -0.9%
SAM
1485
Strategy Asset Managers
California
$735K -$4.21K -7 -0.5%
SVWAG
1486
Sound View Wealth Advisors Group
Georgia
$731K -$71.6K -119 -8%
EWA
1487
Evolution Wealth Advisors
Florida
$731K -$21.1K -35 -3%
TC
1488
TFR Capital
Texas
$729K +$458K +761 +133%
SWA
1489
Sax Wealth Advisors
New Jersey
$728K +$190K +316 +31%
LFA
1490
Lauterbach Financial Advisors
Texas
$727K +$4.21K +7 +0.5%
TSS
1491
Two Sigma Securities
New York
$725K -$1.75M -2,910 -69%
LAM
1492
L2 Asset Management
Massachusetts
$724K +$64.4K +107 +9%
PWP
1493
Pursue Wealth Partners
California
$724K -$264K -438 -25%
RRA
1494
Round Rock Advisors
Connecticut
$722K +$177K +294 +29%
EP
1495
Edgestream Partners
New Jersey
$721K -$792K -1,317 -50%
GFG
1496
Goldstone Financial Group
Illinois
$719K -$31.9K -53 -4%
GCM
1497
Gables Capital Management
Florida
$718K +$30.1K +50 +4%
FCM
1498
Fire Capital Management
California
$717K +$110K +183 +16%
DFG
1499
Delta Financial Group
New Jersey
$716K +$30.1K +50 +4%
IHL
1500
Investment House LLC
California
$711K +$94.5K +157 +14%
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60
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