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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
LG
1701
Leuthold Group
Minnesota
$1.1M -$16.8M -17,228 -94%
AC
1702
Apella Capital
Connecticut
$1.1M +$55.6K +57 +6%
FLP
1703
Financial Life Planners
Arizona
$1.1M +$293K +301 +38%
KWMG
1704
King Wealth Management Group
Florida
$1.1M +$16.6K +17 +2%
I
1705
InceptionR
California
$1.1M -$284K -291 -21%
CAG
1706
Csenge Advisory Group
Florida
$1.09M +$153K +157 +17%
PWP
1707
Ponta Wealth Partners
Florida
$1.09M +$328K +336 +45%
VWA
1708
Visionary Wealth Advisors
Illinois
$1.09M -$74.1K -76 -7%
AW
1709
Alteri Wealth
California
$1.09M +$5.85K +6 +0.6%
VRM
1710
Vectors Research Management
New York
$1.09M – – –
WCP
1711
Wealthcare Capital Partners
Pennsylvania
$1.09M -$16.6K -17 -2%
DWAM
1712
Duncan Williams Asset Management
Tennessee
$1.09M +$3.9K +4 +0.4%
FSA
1713
Fort Sheridan Advisors
Illinois
$1.09M -$78K -80 -7%
NF
1714
Nvest Financial
New Hampshire
$1.09M +$233K +239 +29%
SCM
1715
Stonebridge Capital Management
California
$1.09M -$619K -635 -37%
TWA
1716
TCI Wealth Advisors
Arizona
$1.09M +$57.5K +59 +6%
HWA
1717
Heritage Wealth Advisors
Virginia
$1.09M – – –
CSPIA
1718
Cary Street Partners Investment Advisory
Virginia
$1.08M +$46.8K +48 +5%
CPA
1719
Capital Performance Advisors
California
$1.08M -$344K -353 -25%
LB
1720
Legacy Bridge
Iowa
$1.08M -$54.6K -56 -5%
WMA
1721
West Michigan Advisors
Michigan
$1.07M -$43.9K -45 -4%
ST
1722
Smithfield Trust
Pennsylvania
$1.07M -$975 -1 -0.1%
WCM
1723
WealthBridge Capital Management
Ohio
$1.06M +$85.8K +88 +9%
FCH
1724
Freestone Capital Holdings
Washington
$1.06M +$34.1K +35 +3%
PIA
1725
Perennial Investment Advisors
California
$1.06M +$22.4K +23 +2%
67 68
69
70 71