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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1676
Private Capital Advisors
Connecticut
$492K – – –
RDWM
1677
Red Door Wealth Management
Tennessee
$491K -$30.7K -55 -6%
SWMG
1678
Stillwater Wealth Management Group
Florida
$491K +$478K +857 New
SC
1679
Searle & Co
Connecticut
$490K – – –
HWP
1680
Heritage Wealth Partners
Ohio
$489K -$345K -619 -42%
DWM
1681
Destination Wealth Management
California
$488K +$476K +853 New
EWM
1682
EPG Wealth Management
Georgia
$488K +$2.79K +5 +0.6%
PPP
1683
Private Portfolio Partners
New Jersey
$488K – – –
SCA
1684
Sandy Cove Advisors
Massachusetts
$487K +$41.3K +74 +10%
CC
1685
Constitution Capital
Connecticut
$487K +$139K +250 +42%
CIP
1686
Convergence Investment Partners
Florida
$485K -$6.14K -11 -1%
OWA
1687
Octavia Wealth Advisors
Ohio
$484K -$18.4K -33 -4%
MAM
1688
McLean Asset Management
Virginia
$483K +$49.1K +88 +12%
GLA
1689
Good Life Advisors
Pennsylvania
$483K -$681K -1,221 -59%
GPI
1690
General Partner Inc
Pennsylvania
$480K – – –
OL
1691
OneFund LLC
Florida
$479K +$4.46K +8 +1%
CL
1692
CVFG LLC
Indiana
$478K +$466K +835 New
FPL
1693
Fortress Private Ledger
North Carolina
$477K +$465K +834 New
BFAG
1694
Blackston Financial Advisory Group
Florida
$476K +$9.48K +17 +2%
IP
1695
Investment Partners
Ohio
$476K +$48K +86 +12%
AWM
1696
AllSquare Wealth Management
New York
$474K – – –
SAM
1697
Shell Asset Management
Netherlands
$472K – – –
MFG
1698
Mosaic Financial Group
Illinois
$471K +$2.79K +5 +0.6%
SP
1699
Stablepoint Partners
Massachusetts
$471K – – –
PAA
1700
Peregrine Asset Advisers
Oregon
$471K +$17.3K +31 +4%
66 67
68
69 70