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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1676
Clifford Group
Massachusetts
$313K – – –
HC
1677
Hara Capital
Washington
$313K – – –
EA
1678
Everpar Advisors
Oklahoma
$313K +$303K +691 New
APG
1679
Abacus Planning Group
South Carolina
$312K +$302K +689 New
AAP
1680
Arax Advisory Partners
Colorado
$309K +$64.1K +146 +27%
TFGT
1681
TS Financial Group (TSFG)
Illinois
$309K +$31.6K +72 +12%
KA
1682
Kore Advisors
Florida
$308K – – –
LCGC
1683
Legacy Capital Group California
California
$306K -$76.8K -175 -21%
OPWM
1684
Oxinas Partners Wealth Management
Indiana
$306K +$439 +1 +0.1%
PCG
1685
PFC Capital Group
California
$305K – – –
RW
1686
REDW Wealth
New Mexico
$304K – – –
MG
1687
Marex Group
$304K -$39.2M -89,340 -99%
VCP
1688
Verus Capital Partners
Arizona
$303K +$25K +57 +9%
SWK
1689
Stephen W. Kidder
$303K – – –
SMA
1690
Seven Mile Advisory
New Jersey
$301K +$11.4K +26 +4%
LWM
1691
Laidlaw Wealth Management
New York
$301K -$58.4K -133 -17%
ADMI
1692
Albert D. Mason Inc
Massachusetts
$301K -$1.32K -3 -0.4%
HIC
1693
Hartline Investment Corp
Illinois
$300K -$200K -456 -41%
PL
1694
Plancorp LLC
Missouri
$300K +$8.34K +19 +3%
WOC
1695
West Oak Capital
California
$299K +$272K +620 +1,550%
EG
1696
Ellerson Group
Maryland
$298K -$30.7K -70 -10%
MCA
1697
Magnolia Capital Advisors
Mississippi
$295K -$388K -884 -58%
EBA
1698
Eagle Bay Advisors
New York
$295K -$66.7K -152 -19%
NG
1699
Norden Group
Utah
$293K +$53.5K +122 +23%
HBW
1700
Hazlett, Burt & Watson
West Virginia
$292K +$439 +1 +0.2%
66 67
68
69 70