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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1526
Drive Wealth Management
Utah
$229K +$30.6K +88 +14%
FDDB
1527
Fidelity D&D Bancorp
Pennsylvania
$229K +$191K +549 New
CA
1528
Cornerstone Advisory
Maryland
$229K +$244K +701 New
CCG
1529
Ceeto Capital Group
Florida
$229K +$34.8K +100 +17%
BCMLT
1530
Beacon Capital Management LLC (Tennessee)
Tennessee
$229K -$1.74K -5 -0.7%
DM
1531
Diker Management
New York
$229K – – –
TAM
1532
Taurus Asset Management
New York
$229K – – –
BSSFA
1533
Baron Silver Stevens Financial Advisors
Florida
$229K – – –
EFG
1534
Everhart Financial Group
Ohio
$227K -$9.05K -26 -4%
RWP
1535
Revolve Wealth Partners
New Jersey
$227K -$9.4K -27 -4%
CCM
1536
Carlson Capital Management
Minnesota
$226K -$1.74K -5 -0.7%
TFM
1537
TFC Financial Management
Massachusetts
$225K -$15K -43 -6%
CPRC
1538
Consolidated Portfolio Review Corp
New York
$224K +$239K +686 New
GAM
1539
Grandview Asset Management
Pennsylvania
$223K -$19.5K -56 -8%
OPW
1540
Oxler Private Wealth
New York
$223K +$2.09K +6 +0.9%
RW
1541
REDW Wealth
New Mexico
$223K +$9.05K +26 +4%
LAM
1542
Lifestyle Asset Management
Texas
$223K +$19.1K +55 +9%
GP
1543
Greenline Partners
New York
$222K – – –
CHC
1544
City Holding Co
West Virginia
$221K – – –
MMPW
1545
Mitchell McLeod Pugh & Williams
Alabama
$221K – – –
SWK
1546
Stephen W. Kidder
$219K – – –
AGA
1547
Arkos Global Advisors
Texas
$218K +$9.4K +27 +4%
IWA
1548
IVC Wealth Advisors
Pennsylvania
$218K -$37.6K -108 -14%
MAM
1549
McCarthy Asset Management
California
$217K – – –
PA
1550
Perennial Advisors
New York
$217K +$231K +664 New
60 61
62
63 64