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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1626
Baker Tilly Wealth Management
Wisconsin
$211K +$214K +615 New
TFGT
1627
TS Financial Group (TSFG)
Illinois
$211K +$27.9K +80 +15%
DWM
1628
Drive Wealth Management
Utah
$210K +$213K +613 New
RTC
1629
Riverview Trust Company
Washington
$210K -$5.22K -15 -2%
PP
1630
PDS Planning
Ohio
$210K +$213K +611 New
SCM
1631
Schnieders Capital Management
California
$210K +$212K +610 New
RIA
1632
Realta Investment Advisors
Delaware
$208K -$14.3K -41 -6%
OL
1633
Optas LLC
Texas
$207K +$210K +603 New
LA
1634
LVW Advisors
New York
$206K +$209K +600 New
SG
1635
Sharper & Granite
California
$206K +$209K +600 New
SSA
1636
South Street Advisors
New York
$206K +$209K +600 New
CCG
1637
Ceeto Capital Group
Florida
$206K – – –
CF
1638
Cantor Fitzgerald
New York
$206K +$209K +600 New
UAM
1639
Unison Asset Management
Florida
$206K +$209K +600 New
IA
1640
Insight Advisors
Pennsylvania
$206K +$207K +595 New
LC
1641
Lindbrook Capital
California
$205K +$31.3K +90 +18%
TFA
1642
Teamwork Financial Advisors
Texas
$205K -$183K -525 -47%
SPI
1643
Santori & Peters Inc
Pennsylvania
$204K +$207K +595 New
FIM
1644
Freedom Investment Management
Connecticut
$204K +$207K +595 New
SWM
1645
Scissortail Wealth Management
Oklahoma
$204K +$191K +550 New
AA
1646
Apriem Advisors
California
$204K -$51.9K -149 -20%
FG
1647
Fiduciary Group
Georgia
$204K – – –
TA
1648
Trellis Advisors
Washington
$202K +$205K +588 New
SS
1649
Sunbelt Securities
Texas
$202K +$204K +587 New
FMN
1650
Financial Management Network
California
$201K +$202K +579 New
64 65
66
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