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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
1601
Washington Trust
Rhode Island
$358K – – –
NCFG
1602
New Century Financial Group
New Jersey
$356K +$345K +787 New
PA
1603
Procyon Advisors
Connecticut
$356K +$7.9K +18 +2%
SAM
1604
Seelaus Asset Management
New Jersey
$355K +$4.39K +10 +1%
AFG
1605
ABLE Financial Group
Arizona
$355K +$90K +205 +35%
SAI
1606
Savvy Advisors Inc
New York
$355K +$111K +254 +48%
CH
1607
Canton Hathaway
Rhode Island
$351K – – –
AIA
1608
Alera Investment Advisors
Illinois
$350K +$339K +773 New
SCA
1609
Sandy Cove Advisors
Massachusetts
$349K +$5.27K +12 +2%
LA
1610
Lane & Associates
New Jersey
$348K -$2.63K -6 -0.8%
WW
1611
Waterfront Wealth
Kansas
$348K – – –
RDWM
1612
Red Door Wealth Management
Tennessee
$346K -$128K -291 -28%
AGA
1613
Arkos Global Advisors
Texas
$346K -$489K -1,114 -59%
KA
1614
Klingman & Associates
New York
$345K +$2.19K +5 +0.7%
FCH
1615
Freestone Capital Holdings
Washington
$345K +$334K +762 New
WR
1616
WD Rutherford
Oregon
$344K -$41.2K -94 -11%
MTIC
1617
Missouri Trust & Investment Company
Missouri
$343K – – –
CFS
1618
CRA Financial Services
New Jersey
$343K +$3.51K +8 +1%
HCM
1619
Hudson Capital Management
New Jersey
$342K – – –
DPIM
1620
Duff & Phelps Investment Management
Illinois
$341K -$1.32M -3,014 -80%
WFA
1621
Wellspring Financial Advisors
Ohio
$340K +$3.95K +9 +1%
1WM
1622
1900 Wealth Management
Texas
$339K +$1.75K +4 +0.5%
EWA
1623
Evolution Wealth Advisors
Florida
$338K -$7.46K -17 -2%
SFG
1624
Sovereign Financial Group
Connecticut
$338K +$328K +747 New
GLLW
1625
Graves Light Lenhart Wealth
Virginia
$337K – – –
63 64
65
66 67