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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1526
Canopy Partners
Ohio
$421K +$32.5K +74 +9%
MWM
1527
Maltin Wealth Management
New Jersey
$420K +$2.63K +6 +0.6%
ACM
1528
Advisors Capital Management
New Jersey
$420K +$22.4K +51 +6%
OWA
1529
One Wealth Advisors
California
$420K -$6.14K -14 -2%
SCP
1530
Sivia Capital Partners
California
$419K -$123K -280 -23%
RCA
1531
Ranch Capital Advisors
Florida
$417K +$405K +923 New
MA
1532
MCF Advisors
Kentucky
$417K +$8.34K +19 +2%
HFW
1533
Horizon Family Wealth
Illinois
$410K +$1.75K +4 +0.4%
CBA
1534
Coastal Bridge Advisors
Connecticut
$408K +$878 +2 +0.2%
WMP
1535
Wealth Management Partners
Arizona
$408K -$4.39K -10 -1%
ACM
1536
Accent Capital Management
Ohio
$407K – – –
AA
1537
Alta Advisers
United Kingdom
$407K – – –
CWM
1538
Cordatus Wealth Management
Pennsylvania
$407K – – –
RRA
1539
Round Rock Advisors
Connecticut
$407K +$17.1K +39 +5%
TAM
1540
Titleist Asset Management
Texas
$406K +$394K +897 New
KP
1541
Keel Point
Alabama
$405K -$35.5K -81 -9%
SP
1542
Stablepoint Partners
Massachusetts
$402K +$10.5K +24 +3%
OWA
1543
Octavia Wealth Advisors
Ohio
$402K -$14K -32 -3%
MAP
1544
Moody Aldrich Partners
Massachusetts
$402K +$1.32K +3 +0.3%
JF
1545
JSF Financial
California
$402K -$3.51K -8 -0.9%
LAS
1546
LWM Advisory Services
Florida
$401K +$3.51K +8 +0.9%
VWA
1547
Visionary Wealth Advisors
Illinois
$401K – – –
JAFL
1548
Jay A. Fishman Ltd
Michigan
$401K +$68K +155 +21%
RIA
1549
Realta Investment Advisors
Delaware
$400K +$22.8K +52 +6%
AWM
1550
Accel Wealth Management
Iowa
$399K +$387K +882 New
60 61
62
63 64