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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1751
Albion Financial Group
Utah
$14.7K – – –
AP
1752
Advisors Preferred
Maryland
$14.4K +$15.3K +44 New
SC
1753
Schubert & Co
Texas
$14.1K -$2.44K -7 -14%
BWM
1754
BerganKDV Wealth Management
Minnesota
$13.3K +$5.57K +16 +64%
BCM
1755
Bourgeon Capital Management
Connecticut
$13.1K – – –
WOC
1756
West Oak Capital
California
$13.1K – – –
WBC
1757
West Branch Capital
Massachusetts
$12.6K – – –
WAS
1758
Winch Advisory Services
Wisconsin
$12K +$348 +1 +3%
RG
1759
Retirement Group
California
$12K +$10.1K +29 +414%
BCPWM
1760
Bradley & Co Private Wealth Management
Florida
$11.4K – – –
SSC
1761
Syverson Strege & Co
Iowa
$11.4K +$12.2K +35 New
FCT
1762
First Community Trust
Iowa
$11.1K – – –
EWP
1763
Elevation Wealth Partners
California
$11.1K +$11.8K +34 New
SV
1764
Sturgeon Ventures
United Kingdom
$10.8K +$11.5K +33 New
MSE
1765
MUFG Securities EMEA
United Kingdom
$10K -$13.9M -40,000 -100%
CAM
1766
ClariVest Asset Management
California
$9K – – –
BHWM
1767
Bay Harbor Wealth Management
Maryland
$8.94K – – –
TAM
1768
Tucker Asset Management
Colorado
$8.83K – – –
FFA
1769
Fairfield Financial Advisors
Massachusetts
$8.37K – – –
BSB
1770
Bangor Savings Bank
Maine
$8.18K – – –
DI
1771
Disciplined Investments
Oklahoma
$8.18K – – –
AW
1772
Avion Wealth
Texas
$8K +$696 +2 +9%
LFA
1773
Legend Financial Advisors
Pennsylvania
$7.85K -$4.18K -12 -33%
CFFP
1774
Center for Financial Planning
Michigan
$7.52K – – –
RAM
1775
Riggs Asset Management
Pennsylvania
$6.54K – – –
69 70
71
72 73