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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
1501
Greenwood Capital Associates
South Carolina
$221K +$209K +583 New
LWM
1502
Lyell Wealth Management
California
$220K +$208K +580 New
QCIG
1503
Quad-Cities Investment Group
Iowa
$219K +$206K +576 New
PP
1504
Prudential plc
United Kingdom
$218K +$205K +574 New
AC
1505
Annandale Capital
Texas
$218K +$206K +575 New
GWM
1506
GSB Wealth Management
Connecticut
$218K +$206K +575 New
LFA
1507
Legacy Financial Advisors
Kentucky
$218K +$206K +576 New
FANJ
1508
Financial Architects (New Jersey)
New Jersey
$217K +$204K +571 New
LA
1509
LVW Advisors
New York
$217K +$204K +571 New
IIC
1510
Integrated Investment Consultants
Michigan
$217K +$205K +573 New
CWC
1511
Carolinas Wealth Consulting
North Carolina
$216K -$32.6K -91 -14%
P
1512
&Partners
Tennessee
$216K +$204K +569 New
FCBT
1513
First Citizens Bank & Trust
North Carolina
$216K +$204K +570 New
TWM
1514
Titus Wealth Management
California
$216K +$204K +570 New
TWM
1515
TriaGen Wealth Management
California
$214K +$204K +570 New
SBL
1516
Sargent Bickham Lagudis
Colorado
$212K +$2.15K +6 +1%
HI
1517
Humankind Investments
New York
$212K +$200K +559 New
FHA
1518
Flagship Harbor Advisors
Massachusetts
$211K +$199K +557 New
CCC
1519
Crescent Capital Consulting
Louisiana
$209K – – –
PG
1520
Patten Group
Tennessee
$209K +$197K +550 New
PWM
1521
PRW Wealth Management
Massachusetts
$209K +$197K +550 New
RWA
1522
River Wealth Advisors
Pennsylvania
$209K +$197K +551 New
MAM
1523
McLean Asset Management
Virginia
$208K +$204K +570 New
FG
1524
Fiduciary Group
Georgia
$207K +$196K +548 New
WAM
1525
WNY Asset Management
New York
$207K +$196K +549 New
59 60
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62 63