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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1726
EPG Wealth Management
Georgia
$468K +$2.41K +4 +0.5%
SWMG
1727
Stillwater Wealth Management Group
Florida
$468K – – –
SC
1728
Searle & Co
Connecticut
$468K – – –
SCA
1729
Sandy Cove Advisors
Massachusetts
$467K +$3.01K +5 +0.6%
JWM
1730
Jackson Wealth Management
Florida
$467K +$514K +855 New
JF
1731
JSF Financial
California
$466K -$6.62K -11 -1%
SIM
1732
Sentry Investment Management
Wisconsin
$464K -$179K -298 -23%
IP
1733
Investment Partners
Ohio
$464K +$10.8K +18 +2%
CTA
1734
Chesley Taft & Associates
Illinois
$461K +$246K +409 +94%
GJIA
1735
Glass Jacobson Investment Advisors
Maryland
$459K – – –
GPI
1736
General Partner Inc
Pennsylvania
$458K – – –
OL
1737
OneFund LLC
Florida
$457K – – –
TA
1738
TKG Advisors
Indiana
$456K +$19.3K +32 +4%
OWA
1739
Octavia Wealth Advisors
Ohio
$456K -$6.62K -11 -1%
FCH
1740
Freestone Capital Holdings
Washington
$456K -$43.9K -73 -8%
LAS
1741
LWM Advisory Services
Florida
$455K +$39.1K +65 +8%
CPA
1742
Capital Performance Advisors
California
$455K +$501K +833 New
DIP
1743
Davis Investment Partners
North Carolina
$453K +$602 +1 +0.1%
AWM
1744
AllSquare Wealth Management
New York
$452K – – –
GFPC
1745
Global Financial Private Client
Florida
$451K +$5.42K +9 +1%
CRI
1746
Colonial River Investments
Virginia
$451K -$200K -333 -29%
SP
1747
Stablepoint Partners
Massachusetts
$451K +$1.8K +3 +0.4%
CCAL
1748
City Center Advisors LLC
Michigan
$450K +$20.5K +34 +4%
LGW
1749
Leslie Global Wealth
Illinois
$450K +$1.8K +3 +0.4%
EA
1750
Everpar Advisors
Oklahoma
$450K -$25.3K -42 -5%
68 69
70
71 72