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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1676
Catalina Capital Group
California
$521K -$1.16M -1,931 -67%
FSA
1677
Fort Sheridan Advisors
Illinois
$520K +$226K +375 +65%
CP
1678
Canopy Partners
Ohio
$517K +$3.61K +6 +0.6%
MWM
1679
Modern Wealth Management
Kansas
$517K +$29.5K +49 +5%
MWM
1680
Maltin Wealth Management
New Jersey
$516K +$2.41K +4 +0.4%
VCP
1681
Verus Capital Partners
Arizona
$515K +$155K +258 +38%
BA
1682
Bristlecone Advisors
Washington
$514K +$301K +500 +114%
IIM
1683
Ironwood Investment Management
Massachusetts
$513K – – –
CAM
1684
CenterStar Asset Management
Illinois
$512K +$30.1K +50 +6%
ICP
1685
Impact Capital Partners
Colorado
$512K +$162K +270 +40%
CA
1686
Centerpoint Advisors
Massachusetts
$508K – – –
CWM
1687
Cordatus Wealth Management
Pennsylvania
$507K +$4.81K +8 +0.9%
SIM
1688
Studio Investment Management
Illinois
$507K -$25.9K -43 -4%
TPA
1689
Trivium Point Advisory
Connecticut
$505K +$72.2K +120 +15%
KP
1690
Keel Point
Alabama
$504K +$12K +20 +2%
RT
1691
Rockland Trust
Massachusetts
$501K +$4.21K +7 +0.8%
RDWM
1692
Red Door Wealth Management
Tennessee
$501K +$36.1K +60 +7%
NRC
1693
New Republic Capital
North Carolina
$501K +$6.02K +10 +1%
SWA
1694
Stratos Wealth Advisors
Ohio
$500K -$25.3K -42 -4%
FMC
1695
First Merchants Corp
Indiana
$497K +$150K +250 +38%
TCM
1696
Traynor Capital Management
Pennsylvania
$496K +$107K +178 +24%
BOM
1697
Bank of Marin
California
$494K – – –
SS
1698
Sunbelt Securities
Texas
$492K +$1.2K +2 +0.2%
LSIA
1699
LaSalle St. Investment Advisors
Illinois
$491K +$87.3K +145 +19%
DWM
1700
Drive Wealth Management
Utah
$491K -$13.8K -23 -2%
66 67
68
69 70