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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1701
Chemistry Wealth Management
New York
$887K -$3.57K -4 -0.4%
EWA
1702
Etesian Wealth Advisors
Oregon
$887K -$207K -232 -18%
BOJHT
1703
Bank of Jackson Hole Trust
Wyoming
$887K +$50K +56 +6%
DF
1704
Donoghue Forlines
Massachusetts
$885K -$1.68M -1,883 -64%
WWM
1705
Whalen Wealth Management
Nevada
$884K +$83K +93 +10%
IIM
1706
Illumine Investment Management
Washington
$884K – – –
PA
1707
PFG Advisors
Arizona
$883K +$7.14K +8 +0.8%
TFG
1708
Taylor Financial Group
Virginia
$880K – – –
KFGK
1709
Keystone Financial Group (Kentucky)
Kentucky
$879K +$373K +418 +67%
CIEC
1710
Crédit Industriel et Commercial
France
$879K +$42.8K +48 +5%
AF
1711
Alerus Financial
North Dakota
$877K +$642K +720 +227%
SFS
1712
Strategic Financial Services
New York
$876K – – –
AAS
1713
Ameritas Advisory Services
Nebraska
$873K -$167K -187 -15%
LSIA
1714
LaSalle St. Investment Advisors
Illinois
$873K +$892 +1 +0.1%
LC
1715
Lavelle Capital
California
$872K -$163K -183 -15%
MWA
1716
Meridian Wealth Advisors
Texas
$872K -$5.35K -6 -0.6%
WWMSC
1717
Wagner Wealth Management (South Carolina)
South Carolina
$872K +$3.57K +4 +0.4%
FBT
1718
First Bank & Trust
South Dakota
$871K -$26.8K -30 -3%
MHR
1719
Matthew Hamilton Rosenberg
$870K -$13.4K -15 -1%
MCM
1720
Manchester Capital Management
Vermont
$869K +$25.9K +29 +3%
BCG
1721
Breakwater Capital Group
New Jersey
$869K +$165K +185 +22%
PIA
1722
Perennial Investment Advisors
California
$869K +$48.2K +54 +6%
TAP
1723
TSG Advice Partners
Ohio
$866K -$892 -1 -0.1%
LSA
1724
Lansing Street Advisors
Pennsylvania
$864K -$28.5K -32 -3%
HIM
1725
Hanlon Investment Management
New Jersey
$863K +$7.14K +8 +0.8%
67 68
69
70 71