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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
1701
Chelsea Counsel Company
California
$37.9K – – –
PB
1702
Pinnacle Bancorp
Nebraska
$35.9K – – –
BFPW
1703
BOK Financial Private Wealth
Colorado
$34.3K – – –
GKIM
1704
GW&K Investment Management
Massachusetts
$34K -$334 -1 -1%
PCFFS
1705
Pacific Center for Financial Services
California
$32.9K +$334 +1 +1%
KFS
1706
Kelly Financial Services
Massachusetts
$32.6K +$334 +1 +1%
NC
1707
NewSquare Capital
Pennsylvania
$32.4K -$2.67K -8 -7%
GWMIA
1708
Global Wealth Management Investment Advisory
Florida
$32.4K -$334 -1 -1%
PP
1709
PFS Partners
New Jersey
$31.4K – – –
TC
1710
Truvestments Capital
Florida
$30.5K +$14.7K +44 +88%
WPA
1711
West Paces Advisors
Georgia
$30.4K – – –
CT
1712
Cambridge Trust
Massachusetts
$29.4K +$13.7K +41 +82%
CA
1713
Centerpoint Advisors
Massachusetts
$29K – – –
CWM
1714
Compass Wealth Management
Connecticut
$27.5K – – –
RWM
1715
Raffa Wealth Management
District of Columbia
$27.2K – – –
TFA
1716
Toth Financial Advisory
Virginia
$25.9K – – –
FAM
1717
Flaharty Asset Management
Florida
$25.9K +$26.7K +80 New
SFFS
1718
Stonehage Fleming Financial Services
Jersey
$25.9K – – –
TVWM
1719
Tower View Wealth Management
Wisconsin
$25K – – –
AP
1720
Atwood & Palmer
Missouri
$24.9K – – –
IWP
1721
IAG Wealth Partners
Wisconsin
$24.9K – – –
WWP
1722
WR Wealth Planners
Missouri
$24.6K -$12.4K -37 -33%
CCM
1723
Chilton Capital Management
Texas
$19.4K – – –
MFT
1724
Moisand Fitzgerald Tamayo
Florida
$19.4K – – –
CAM
1725
Costello Asset Management
Pennsylvania
$19.4K +$20K +60 New
67 68
69
70 71