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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1751
Aspiriant LLC
California
$834K -$10.7K -12 -1%
OIM
1752
Orca Investment Management
Oregon
$833K – – –
RCG
1753
Regatta Capital Group
California
$832K -$1.78K -2 -0.2%
WT
1754
Washington Trust
Rhode Island
$832K +$76.7K +86 +10%
GWM
1755
Goldenstone Wealth Management
California
$829K -$7.14K -8 -0.8%
HA
1756
Hegarty Advisors
New York
$828K – – –
CWM
1757
Cordatus Wealth Management
Pennsylvania
$827K +$42.8K +48 +5%
GWAG
1758
Garrett Wealth Advisory Group
Texas
$827K +$137K +154 +19%
WHCI
1759
W.H. Cornerstone Investments
Massachusetts
$825K -$740K -829 -46%
PG
1760
Prostatis Group
Maryland
$823K -$21.4K -24 -2%
PAA
1761
Peregrine Asset Advisers
Oregon
$822K +$44.6K +50 +5%
RSWM
1762
Robertson Stephens Wealth Management
California
$821K -$90.1K -101 -9%
WBCM
1763
Wilson & Boucher Capital Management
California
$819K +$7.14K +8 +0.8%
CF
1764
Carlson Financial
Oregon
$818K -$5.35K -6 -0.6%
CC
1765
Clearwave Capital
California
$817K +$3.57K +4 +0.4%
BCA
1766
Bay Colony Advisors
Massachusetts
$816K +$1.78K +2 +0.2%
WCM
1767
WealthBridge Capital Management
Ohio
$816K +$103K +115 +14%
MWM
1768
Maltin Wealth Management
New Jersey
$815K +$4.46K +5 +0.5%
OCM
1769
One Capital Management
California
$815K +$156K +175 +22%
DLA
1770
Douglas Lane & Associates
New York
$814K -$94.6K -106 -10%
WP
1771
WealthShield Partners
North Carolina
$813K +$40.1K +45 +5%
CFO
1772
Cambient Family Office
Michigan
$813K +$224K +251 +35%
FPGK
1773
Financial Partners Group (Kansas)
Kansas
$812K – – –
DP
1774
Dearborn Partners
Illinois
$810K +$89.2K +100 +12%
BPWM
1775
BCS Private Wealth Management
New Jersey
$805K +$17.8K +20 +2%
69 70
71
72 73