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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
1751
Flagship Private Wealth
Massachusetts
$227K – – –
V
1752
ViaWealth
Kansas
$226K -$9.31K -24 -4%
SC
1753
Sapient Capital
Indiana
$226K -$59.8K -154 -22%
TFG
1754
Tilson Financial Group
New Jersey
$226K -$79.2K -204 -27%
FA
1755
FDx Advisors
Illinois
$226K +$210K +540 New
LWM
1756
Lyell Wealth Management
California
$226K – – –
CW
1757
CIC Wealth
Maryland
$225K -$9.7K -25 -4%
GDP
1758
Great Diamond Partners
Maine
$225K +$3.88K +10 +2%
AAP
1759
Arax Advisory Partners
Colorado
$225K – – –
CAM
1760
Covenant Asset Management
New Jersey
$224K – – –
PHWM
1761
Pine Harbor Wealth Management
Maryland
$223K -$21K -54 -9%
CVM
1762
Cheviot Value Management
California
$223K – – –
SAI
1763
Savvy Advisors Inc
New York
$221K +$206K +530 New
EP
1764
Eudaimonia Partners
Tennessee
$221K +$1.55K +4 +0.8%
NG
1765
Norden Group
Utah
$220K +$205K +527 New
NPP
1766
New Potomac Partners
Maryland
$220K -$38.8K -100 -16%
QFA
1767
Quantum Financial Advisors
California
$220K +$204K +526 New
HVIA
1768
Hudson Valley Investment Advisors
New York
$219K -$59.8K -154 -23%
NQWM
1769
Northwest Quadrant Wealth Management
Oregon
$219K +$1.16K +3 +0.6%
SP
1770
Successful Portfolios
Florida
$219K -$1.16K -3 -0.6%
Q
1771
QVR
California
$219K +$203K +524 New
RFA
1772
Resurgent Financial Advisors
Georgia
$218K +$77.6K +200 +62%
AWM
1773
Act Wealth Management
Texas
$218K -$776 -2 -0.4%
TLCM
1774
Twin Lakes Capital Management
California
$218K +$776 +2 +0.4%
TA
1775
Tactive Advisors
Florida
$218K +$202K +521 New
69 70
71
72 73