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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1551
Coastwise Capital Group
California
$216K +$230K +660 New
HDIM
1552
Hanson & Doremus Investment Management
Vermont
$216K -$20.9K -60 -8%
FPCP
1553
Fort Point Capital Partners
California
$214K +$13.2K +38 +6%
WIC
1554
Woodmont Investment Counsel
Tennessee
$214K +$228K +655 New
OFG
1555
Oxford Financial Group
Indiana
$213K +$227K +651 New
CG
1556
Colony Group
Massachusetts
$212K -$1.02M -2,937 -82%
WFA
1557
Wellspring Financial Advisors
Ohio
$212K -$8.7K -25 -4%
SVWAG
1558
Sound View Wealth Advisors Group
Georgia
$211K -$165K -473 -42%
ZIG
1559
Zuckerman Investment Group
Illinois
$211K – – –
LCM
1560
Laurion Capital Management
New York
$211K +$223K +642 +16,050%
SAM
1561
Secure Asset Management
Michigan
$211K +$696 +2 +0.3%
AWM
1562
Aries Wealth Management
Maine
$211K – – –
TBWA
1563
Three Bridge Wealth Advisors
California
$211K +$224K +644 New
AA
1564
Auxano Advisors
Washington
$208K – – –
VCP
1565
Verus Capital Partners
Arizona
$208K +$222K +637 New
FMN
1566
Financial Management Network
California
$208K +$23.3K +67 +12%
PWS
1567
Precision Wealth Strategies
Missouri
$208K -$13.2K -38 -6%
NCM
1568
NCM Capital Management
New Jersey
$208K +$2.44K +7 +1%
NOI
1569
Newton One Investments
Delaware
$208K +$1.74K +5 +0.8%
WAL
1570
W Advisors LLC
Tennessee
$208K – – –
NCM
1571
Next Capital Management
New York
$206K – – –
EFM
1572
E Fund Management
China
$206K -$9.05K -26 -4%
IBOK
1573
Independence Bank of Kentucky
Kentucky
$206K -$4.53K -13 -2%
CW
1574
Channel Wealth
California
$205K +$219K +628 New
CWM
1575
Cedar Wealth Management
California
$205K +$218K +626 New
61 62
63
64 65