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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1626
Cedar Wealth Management
California
$248K +$5.34K +16 +3%
NC
1627
NBW Capital
Massachusetts
$246K -$33.7K -101 -14%
GBT
1628
Grove Bank & Trust
Florida
$246K +$1.33K +4 +0.6%
WAL
1629
W Advisors LLC
Tennessee
$245K +$334 +1 +0.2%
RPWA
1630
Regent Peak Wealth Advisors
Georgia
$245K -$183K -548 -46%
CA
1631
Cornerstone Advisory
Maryland
$244K -$23K -69 -10%
SAM
1632
Secure Asset Management
Michigan
$244K -$15.7K -47 -7%
LAS
1633
Lloyd Advisory Services
Georgia
$243K +$211K +631 New
GAM
1634
Grandview Asset Management
Pennsylvania
$243K -$9.68K -29 -4%
AA
1635
Auxano Advisors
Washington
$242K – – –
NPP
1636
New Potomac Partners
Maryland
$242K +$209K +627 New
BHIA
1637
Birch Hill Investment Advisors
Massachusetts
$241K +$209K +625 New
RFWA
1638
RPg Family Wealth Advisory
Massachusetts
$241K -$56.7K -170 -21%
SPWM
1639
Schrum Private Wealth Management
Florida
$241K -$33.4K -100 -14%
DC
1640
Diametric Capital
Massachusetts
$241K +$208K +624 New
AP
1641
Americana Partners
Texas
$241K +$208K +624 New
CCM
1642
Carlson Capital Management
Minnesota
$240K -$20K -60 -9%
CCA
1643
Childress Capital Advisors
Texas
$239K +$207K +620 New
MM
1644
Meridian Management
Arkansas
$239K -$7.34K -22 -3%
SMA
1645
Seven Mile Advisory
New Jersey
$238K -$1.67K -5 -0.8%
1SB
1646
1ST Source Bank
Indiana
$238K -$21.4K -64 -9%
SCM
1647
Schnieders Capital Management
California
$237K +$205K +614 New
VCP
1648
Verus Capital Partners
Arizona
$237K -$17.4K -52 -8%
KA
1649
Kure Advisory
Minnesota
$237K +$205K +614 New
RWM
1650
Rezny Wealth Management
Florida
$236K +$205K +613 New
64 65
66
67 68