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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
1551
Five Oceans Advisors
California
$251K -$13.2K -38 -5%
RPWA
1552
Regent Peak Wealth Advisors
Georgia
$251K +$254K +730 New
AWM
1553
AllSquare Wealth Management
New York
$250K – – –
PFWA
1554
Paces Ferry Wealth Advisors
Georgia
$250K -$3.48K -10 -1%
EWA
1555
Evolution Wealth Advisors
Florida
$250K +$253K +727 New
ZIC
1556
ZWJ Investment Counsel
Georgia
$249K – – –
WTA
1557
Washington Trust Advisors
Massachusetts
$249K – – –
IWA
1558
Intercontinental Wealth Advisors
Texas
$249K +$696 +2 +0.3%
SPWM
1559
Schrum Private Wealth Management
Florida
$249K +$8.36K +24 +3%
HDIM
1560
Hanson & Doremus Investment Management
Vermont
$248K -$88.4K -254 -26%
HWMA
1561
Heritage Wealth Management (Arizona)
Arizona
$248K +$131K +376 +109%
TCWM
1562
Total Clarity Wealth Management
Illinois
$248K -$8.7K -25 -3%
IAM
1563
Innovis Asset Management
Illinois
$248K +$251K +721 New
RWP
1564
Revolve Wealth Partners
New Jersey
$247K +$251K +720 New
EFG
1565
Everhart Financial Group
Ohio
$247K -$94K -270 -27%
NB
1566
Nicolet Bankshares
Wisconsin
$247K +$250K +719 New
AWA
1567
Aaron Wealth Advisors
Illinois
$247K +$250K +718 New
WAM
1568
Walker Asset Management
Missouri
$246K +$1.39K +4 +0.6%
FRM
1569
Fox Run Management
Connecticut
$246K +$250K +717 New
SA
1570
Syntax Advisors
New York
$245K -$31.3K -90 -11%
VCG
1571
Vantage Consulting Group
Virginia
$245K -$31.3K -90 -11%
TBA
1572
Tower Bridge Advisors
Pennsylvania
$244K – – –
ACM
1573
AlphaStar Capital Management
North Carolina
$243K -$79.4K -228 -24%
HCM
1574
Hudson Capital Management
New Jersey
$243K – – –
BCMLT
1575
Beacon Capital Management LLC (Tennessee)
Tennessee
$242K +$1.74K +5 +0.7%
61 62
63
64 65