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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
1751
Davis Investment Partners
North Carolina
$862K +$1.63K +2 +0.2%
WA
1752
WBH Advisory
Maryland
$861K – – –
HA
1753
Hegarty Advisors
New York
$861K +$799K +979 New
CP
1754
Canopy Partners
Ohio
$859K +$84K +103 +12%
LWM
1755
Liberty Wealth Management
California
$857K -$31.8K -39 -4%
PIA
1756
Perennial Investment Advisors
California
$856K -$115K -141 -13%
CGA
1757
Crescent Grove Advisors
Illinois
$856K +$53.9K +66 +7%
CF
1758
Carlson Financial
Oregon
$854K +$793K +972 New
LOWM
1759
Laurel Oak Wealth Management
New Jersey
$853K +$791K +970 New
AHL
1760
Abel Hall LLC
Louisiana
$849K +$554K +679 +237%
BCA
1761
Bay Colony Advisors
Massachusetts
$845K -$47.3K -58 -6%
CC
1762
Clearwave Capital
California
$844K +$784K +961 New
WBCM
1763
Wilson & Boucher Capital Management
California
$844K – – –
MWM
1764
Maltin Wealth Management
New Jersey
$843K +$4.9K +6 +0.6%
GSC
1765
G&S Capital
Colorado
$840K -$8.98K -11 -1%
AWAP
1766
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$839K -$81.6K -100 -9%
HKAM
1767
Horizon Kinetics Asset Management
New York
$838K -$153K -187 -16%
WWM
1768
Whalen Wealth Management
Nevada
$836K +$777K +952 New
NAS
1769
Nicolet Advisory Services
Wisconsin
$832K +$286K +351 +67%
MMCM
1770
Murphy & Mullick Capital Management
New York
$831K +$154K +189 +25%
AA
1771
ALPS Advisors
Colorado
$828K +$70.2K +86 +10%
IIM
1772
Ironwood Investment Management
Massachusetts
$825K – – –
PPC
1773
Pennington Partners & Co
Maryland
$823K -$80K -98 -9%
MGWM
1774
Marks Group Wealth Management
Minnesota
$822K +$1.63K +2 +0.2%
EFG
1775
Ethos Financial Group
Pennsylvania
$821K +$66.9K +82 +10%
69 70
71
72 73