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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1601
Phoenix Wealth Advisors
North Carolina
$21K – – –
FP
1602
Financial Perspectives
Minnesota
$20.7K – – –
LFG
1603
Larson Financial Group
Missouri
$20K -$12.1K -39 -39%
APW
1604
Acima Private Wealth
Virginia
$20K – – –
PCFFS
1605
Pacific Center for Financial Services
California
$20K – – –
SGAM
1606
Smith Group Asset Management
Texas
$19K +$3.11K +10 +21%
RA
1607
Resolute Advisors
California
$19K +$23K +74 New
HS
1608
Horan Securities
United States
$18K – – –
RWM
1609
RBA Wealth Management
California
$16.6K +$15.9K +51 New
SIS
1610
Sound Income Strategies
Florida
$16K – – –
ONST
1611
Old North State Trust
North Carolina
$16K – – –
TC
1612
Truvestments Capital
Florida
$16K – – –
AWM
1613
Accel Wealth Management
Iowa
$16K +$15.6K +50 New
CP
1614
Corbenic Partners
Pennsylvania
$16K +$15.6K +50 New
ACA
1615
Atlas Capital Advisors
Wyoming
$13.1K +$12.5K +40 New
HWM
1616
HighMark Wealth Management
Minnesota
$13K -$1.56K -5 -11%
BWM
1617
BerganKDV Wealth Management
Minnesota
$13K – – –
WAS
1618
Winch Advisory Services
Wisconsin
$13K – – –
BCM
1619
Bourgeon Capital Management
Connecticut
$13K +$12.5K +40 New
PSIWM
1620
Paradigm Strategies in Wealth Management
Minnesota
$13K +$12.5K +40 New
ST
1621
Sageworth Trust
Pennsylvania
$11K – – –
BCPWM
1622
Bradley & Co Private Wealth Management
Florida
$11K +$10.9K +35 New
HFA
1623
HC Financial Advisors
California
$10K – – –
EWM
1624
Elmwood Wealth Management
California
$10K +$9.34K +30 New
BWP
1625
Baldwin Wealth Partners
Massachusetts
$9K – – –
63 64
65
66 67