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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1701
Destination Wealth Management
California
$490K +$27.1K +45 +5%
KWM
1702
Keebeck Wealth Management
Illinois
$489K -$12.6K -21 -2%
VNA
1703
Valley National Advisers
Pennsylvania
$488K -$9.03K -15 -2%
ST
1704
Smithfield Trust
Pennsylvania
$487K -$9.63K -16 -2%
AT
1705
Arlington Trust
Alabama
$486K +$6.62K +11 +1%
PA
1706
PFG Advisors
Arizona
$486K -$42.7K -71 -7%
RWP
1707
Revolve Wealth Partners
New Jersey
$486K +$602 +1 +0.1%
JAFL
1708
Jay A. Fishman Ltd
Michigan
$484K – – –
VC
1709
Vicus Capital
Pennsylvania
$483K +$91.5K +152 +21%
FH
1710
FWG Holdings
Florida
$481K +$527K +876 New
AAP
1711
Arax Advisory Partners
Colorado
$480K +$123K +205 +30%
BCG
1712
Breakwater Capital Group
New Jersey
$480K +$6.02K +10 +1%
BSHC
1713
Breed's Hill Capital
Massachusetts
$479K -$2.41K -4 -0.5%
BI
1714
Ballast Inc
Kentucky
$478K +$527K +875 New
MAWA
1715
Moss Adams Wealth Advisors
Washington
$477K +$97.5K +162 +23%
WAM
1716
Walker Asset Management
Missouri
$476K +$2.41K +4 +0.5%
MCM
1717
MV Capital Management
Maryland
$475K -$34.3K -57 -6%
NFG
1718
Nations Financial Group
Iowa
$474K -$5.42K -9 -1%
FC
1719
Forte Capital
New York
$473K -$3.61K -6 -0.7%
GLA
1720
Good Life Advisors
Pennsylvania
$472K +$12.6K +21 +2%
PCA
1721
Private Capital Advisors
Connecticut
$470K – – –
HI
1722
Humankind Investments
New York
$469K -$25.9K -43 -5%
EWM
1723
EPG Wealth Management
Georgia
$468K +$2.41K +4 +0.5%
SWMG
1724
Stillwater Wealth Management Group
Florida
$468K – – –
SC
1725
Searle & Co
Connecticut
$468K – – –
67 68
69
70 71