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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCMP
1726
Thrive Capital Management (Pennsylvania)
Pennsylvania
$206K +$178K +533 New
EHWM
1727
Eads & Heald Wealth Management
Georgia
$205K +$177K +531 New
GDP
1728
Great Diamond Partners
Maine
$204K +$176K +528 New
SP
1729
Successful Portfolios
Florida
$203K +$176K +527 New
UAG
1730
United Advisor Group
Ohio
$203K +$2.42M +7,246 New
KAM
1731
Knightsbridge Asset Management
California
$202K +$175K +525 New
RA
1732
Rise Advisors
New York
$202K +$46.1K +138 +36%
EP
1733
Eudaimonia Partners
Tennessee
$202K -$120K -360 -41%
AWM
1734
Act Wealth Management
Texas
$202K +$175K +523 New
NQWM
1735
Northwest Quadrant Wealth Management
Oregon
$201K +$174K +522 New
WCM
1736
Wealthcare Capital Management
Virginia
$201K +$174K +522 New
RWA
1737
Redmont Wealth Advisors
Illinois
$201K +$174K +520 New
FNBOO
1738
First National Bank of Omaha
Nebraska
$201K +$174K +520 New
TLCM
1739
Twin Lakes Capital Management
California
$200K +$668 +2 +0.4%
TCWA
1740
Turtle Creek Wealth Advisors
Texas
$199K +$172K +516 New
GIA
1741
GHP Investment Advisors
Colorado
$197K -$25.7K -77 -13%
LFG
1742
Larson Financial Group
Missouri
$193K -$9.35K -28 -5%
GI
1743
GS Investments
Minnesota
$193K – – –
A
1744
AJOVista
Massachusetts
$189K +$163K +489 New
NOI
1745
Newton One Investments
Delaware
$188K -$52.1K -156 -24%
ACA
1746
Atlas Capital Advisors
Wyoming
$187K -$75.1K -225 -32%
TSWM
1747
Tyler-Stone Wealth Management
Ohio
$186K – – –
CSC
1748
Caldwell Sutter Capital
California
$184K – – –
TLA
1749
Tanglewood Legacy Advisors
Texas
$181K -$20K -60 -11%
MAWCM
1750
Mine & Arao Wealth Creation & Management
California
$178K +$668 +2 +0.4%
68 69
70
71 72