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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
WWMSC
1526
Wagner Wealth Management (South Carolina)
South Carolina
$824K +$6.37K +11 +1%
WCP
1527
Wealthcare Capital Partners
Pennsylvania
$821K +$13.9K +24 +2%
BTD
1528
BankPlus Trust Department
Mississippi
$820K – – –
RCA
1529
Ranch Capital Advisors
Florida
$817K +$60.3K +104 +10%
CIA
1530
Cladis Investment Advisory
Montana
$817K – – –
SIG
1531
Sargent Investment Group
Maryland
$815K – – –
CAM
1532
CenterStar Asset Management
Illinois
$813K +$122K +211 +23%
CSB
1533
City State Bank
Iowa
$810K – – –
JF
1534
JSF Financial
California
$806K +$165K +285 +33%
KA
1535
KDT Advisors
New York
$805K – – –
AWM
1536
Accurate Wealth Management
Florida
$803K +$288K +497 +78%
ACGA
1537
Atlanta Consulting Group Advisors
Georgia
$803K – – –
BW
1538
Basepoint Wealth
Iowa
$799K -$94.5K -163 -13%
CFO
1539
CVA Family Office
Colorado
$796K -$16.2K -28 -2%
SA
1540
SRN Advisors
Pennsylvania
$796K -$64.9K -112 -9%
BOPW
1541
Brandywine Oak Private Wealth
Pennsylvania
$793K -$8.11K -14 -1%
WA
1542
Westfuller Advisors
New York
$793K +$649K +1,120 New
WI
1543
WrapManager Inc
California
$791K -$4.64K -8 -0.7%
FAM
1544
Formidable Asset Management
Ohio
$790K – – –
ACM
1545
Advisors Capital Management
New Jersey
$790K +$22.6K +39 +4%
AFM
1546
Aspetuck Financial Management
Connecticut
$788K – – –
ACA
1547
Ackerman Capital Advisors
Texas
$786K – – –
WWM
1548
Western Wealth Management
Colorado
$785K -$356K -615 -36%
FLPIM
1549
F.L. Putnam Investment Management
Massachusetts
$784K -$34.2K -59 -5%
CWM
1550
Connecticut Wealth Management
Connecticut
$783K -$31.3K -54 -5%
60 61
62
63 64