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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1726
Waterway Wealth Management
Texas
$893K +$359K +440 +76%
DWM
1727
Drive Wealth Management
Utah
$890K +$37.5K +46 +5%
HIM
1728
Hanlon Investment Management
New Jersey
$890K +$79.1K +97 +11%
CTA
1729
Chesley Taft & Associates
Illinois
$888K +$1.63K +2 +0.2%
SIA
1730
SGL Investment Advisors
Montana
$888K -$67.7K -83 -8%
TWA
1731
TCI Wealth Advisors
Arizona
$886K -$92.2K -113 -10%
CH
1732
Cromwell Holdings
Wyoming
$885K – – –
FSA
1733
Fort Sheridan Advisors
Illinois
$885K – – –
S
1734
SharpePoint
Arizona
$883K +$820K +1,005 New
HCA
1735
Harbour Capital Advisors
Virginia
$883K – – –
SFCL
1736
Strengthening Families & Communities LLC
Massachusetts
$883K -$42.4K -52 -5%
KA
1737
Kearns & Associates
California
$879K – – –
MAWA
1738
Moss Adams Wealth Advisors
Washington
$877K +$80K +98 +11%
MCM
1739
Manchester Capital Management
Vermont
$877K +$35.1K +43 +5%
AL
1740
Aspiriant LLC
California
$877K +$99.5K +122 +14%
PG
1741
Prostatis Group
Maryland
$875K +$264K +324 +48%
KAS
1742
KPP Advisory Services
Kentucky
$874K +$180K +220 +28%
KP
1743
Keel Point
Alabama
$872K -$39.2K -48 -5%
BOJHT
1744
Bank of Jackson Hole Trust
Wyoming
$872K +$23.7K +29 +3%
CIEC
1745
Crédit Industriel et Commercial
France
$871K +$809K +991 New
SWA
1746
Stratos Wealth Advisors
Ohio
$870K +$39.2K +48 +5%
PSP
1747
Principal Street Partners
Tennessee
$870K -$157K -192 -16%
ACS
1748
Archford Capital Strategies
Illinois
$869K -$3.26K -4 -0.4%
GWM
1749
Goldenstone Wealth Management
California
$868K +$806K +988 New
RCG
1750
Regatta Capital Group
California
$866K +$816 +1 +0.1%
68 69
70
71 72