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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1601
McLean Asset Management
Virginia
$360K +$7.02K +16 +2%
WT
1602
Washington Trust
Rhode Island
$358K – – –
NCFG
1603
New Century Financial Group
New Jersey
$356K +$345K +787 New
PA
1604
Procyon Advisors
Connecticut
$356K +$7.9K +18 +2%
SAM
1605
Seelaus Asset Management
New Jersey
$355K +$4.39K +10 +1%
AFG
1606
ABLE Financial Group
Arizona
$355K +$90K +205 +35%
SAI
1607
Savvy Advisors Inc
New York
$355K +$111K +254 +48%
CH
1608
Canton Hathaway
Rhode Island
$351K – – –
AIA
1609
Alera Investment Advisors
Illinois
$350K +$339K +773 New
SCA
1610
Sandy Cove Advisors
Massachusetts
$349K +$5.27K +12 +2%
LA
1611
Lane & Associates
New Jersey
$348K -$2.63K -6 -0.8%
WW
1612
Waterfront Wealth
Kansas
$348K – – –
RDWM
1613
Red Door Wealth Management
Tennessee
$346K -$128K -291 -28%
AGA
1614
Arkos Global Advisors
Texas
$346K -$489K -1,114 -59%
KA
1615
Klingman & Associates
New York
$345K +$2.19K +5 +0.7%
FCH
1616
Freestone Capital Holdings
Washington
$345K +$334K +762 New
WR
1617
WD Rutherford
Oregon
$344K -$41.2K -94 -11%
MTIC
1618
Missouri Trust & Investment Company
Missouri
$343K – – –
CFS
1619
CRA Financial Services
New Jersey
$343K +$3.51K +8 +1%
HCM
1620
Hudson Capital Management
New Jersey
$342K – – –
DPIM
1621
Duff & Phelps Investment Management
Illinois
$341K -$1.32M -3,014 -80%
WFA
1622
Wellspring Financial Advisors
Ohio
$340K +$3.95K +9 +1%
1WM
1623
1900 Wealth Management
Texas
$339K +$1.75K +4 +0.5%
EWA
1624
Evolution Wealth Advisors
Florida
$338K -$7.46K -17 -2%
SFG
1625
Sovereign Financial Group
Connecticut
$338K +$328K +747 New
63 64
65
66 67