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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1701
Compass Wealth Management
Connecticut
$42.5K – – –
CAL
1702
Capital Advisors Ltd
Ohio
$41K -$62.7K -180 -59%
TC
1703
Tacita Capital
Ontario, Canada
$41K -$34.8K -100 -44%
BSWA
1704
Bromfield Sneider Wealth Advisors
Massachusetts
$39.3K – – –
SIC
1705
SJS Investment Consulting
Ohio
$36.7K -$1.39K -4 -3%
PB
1706
Pinnacle Bancorp
Nebraska
$36.3K – – –
GG
1707
Gleason Group
Kentucky
$35.3K +$348 +1 +0.9%
CB
1708
CNB Bank
Pennsylvania
$34.7K – – –
NC
1709
NewSquare Capital
Pennsylvania
$34.7K +$35.9K +103 +3,433%
KFS
1710
Kelly Financial Services
Massachusetts
$34K -$1.74K -5 -5%
OLVIG
1711
Oliver Lagore Vanvalin Investment Group
Michigan
$33.9K -$20.9K -60 -37%
PCFFS
1712
Pacific Center for Financial Services
California
$33K +$35.2K +101 New
ST
1713
Sageworth Trust
Pennsylvania
$32.1K – – –
PP
1714
PFS Partners
New Jersey
$31.6K +$348 +1 +1%
YDMI
1715
Y.D. More Investments
Israel
$31.1K +$16K +46 +94%
WPA
1716
West Paces Advisors
Georgia
$30.7K +$2.44K +7 +8%
BFPW
1717
BOK Financial Private Wealth
Colorado
$29.1K +$1.39K +4 +5%
CA
1718
Centerpoint Advisors
Massachusetts
$29K – – –
FRA
1719
Front Row Advisors
California
$28K – – –
RWM
1720
Raffa Wealth Management
District of Columbia
$27.5K – – –
HIIFS
1721
Harel Insurance Investments & Financial Services
Israel
$26K -$74.5K -214 -73%
TVWM
1722
Tower View Wealth Management
Wisconsin
$26K – – –
AP
1723
Atwood & Palmer
Missouri
$25.2K – – –
IWP
1724
IAG Wealth Partners
Wisconsin
$25.2K – – –
CAM
1725
Chesapeake Asset Management
New York
$24.9K +$26.5K +76 New
67 68
69
70 71