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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
GP
1601
Greenline Partners
New York
$262K – – –
KA
1602
Kore Advisors
Florida
$262K +$227K +680 New
GM
1603
GeoWealth Management
Illinois
$261K +$122K +367 +118%
LAM
1604
Lifestyle Asset Management
Texas
$261K +$226K +676 New
KP
1605
Keel Point
Alabama
$261K +$8.34K +25 +4%
CWM
1606
Cornerstone Wealth Management
Missouri
$260K -$164K -490 -42%
PCG
1607
PFC Capital Group
California
$260K +$225K +675 New
FCAS
1608
First Command Advisory Services
Texas
$260K +$5.34K +16 +2%
RW
1609
REDW Wealth
New Mexico
$259K +$18K +54 +9%
RWP
1610
Revolve Wealth Partners
New Jersey
$258K -$18.7K -56 -8%
SWK
1611
Stephen W. Kidder
$258K – – –
FMN
1612
Financial Management Network
California
$258K +$223K +668 New
MCA
1613
Magnolia Capital Advisors
Mississippi
$257K +$222K +664 New
VCG
1614
Vantage Consulting Group
Virginia
$257K -$29.7K -89 -12%
SQA
1615
Simon Quick Advisors
New Jersey
$255K +$4.67K +14 +2%
ADMI
1616
Albert D. Mason Inc
Massachusetts
$255K +$9.01K +27 +4%
TCM
1617
Triumph Capital Management
Colorado
$255K +$220K +660 New
AF
1618
Advisornet Financial
Minnesota
$254K +$5.01K +15 +2%
PPP
1619
Private Portfolio Partners
New Jersey
$252K +$218K +654 New
SF
1620
Symphony Financial
Texas
$252K -$324K -970 -59%
HDIM
1621
Hanson & Doremus Investment Management
Vermont
$250K -$2.67K -8 -1%
HBW
1622
Hazlett, Burt & Watson
West Virginia
$249K -$44.7K -134 -17%
AWM
1623
Aries Wealth Management
Maine
$248K – – –
TBWA
1624
Three Bridge Wealth Advisors
California
$248K – – –
WIC
1625
Woodmont Investment Counsel
Tennessee
$248K +$215K +644 New
63 64
65
66 67