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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1776
Rational Advisors
New York
$990K +$291K +298 +44%
CWM
1777
Cordatus Wealth Management
Pennsylvania
$989K – – –
FPGK
1778
Financial Partners Group (Kansas)
Kansas
$989K +$18.5K +19 +2%
EWA
1779
Etesian Wealth Advisors
Oregon
$987K -$70.2K -72 -7%
DLA
1780
Douglas Lane & Associates
New York
$986K +$12.7K +13 +1%
PEWA
1781
Pacific Excel Wealth Advisors
California
$983K +$948K +972 New
HFO
1782
Heritage Family Offices
Arizona
$983K +$314K +322 +50%
CF
1783
Carlson Financial
Oregon
$982K +$4.88K +5 +0.5%
CCT
1784
Chemung Canal Trust
New York
$981K -$240K -246 -20%
AA
1785
Advisory Alpha
Michigan
$980K +$53.6K +55 +6%
BCA
1786
Bay Colony Advisors
Massachusetts
$980K +$4.88K +5 +0.5%
MWM
1787
Maltin Wealth Management
New Jersey
$979K +$3.9K +4 +0.4%
TVPW
1788
Third View Private Wealth
Connecticut
$978K +$498K +511 +112%
SCA
1789
Sandy Cove Advisors
Massachusetts
$978K +$14.6K +15 +2%
SIC
1790
Samalin Investment Counsel
New York
$978K +$25.3K +26 +3%
MA
1791
MCF Advisors
Kentucky
$976K +$31.2K +32 +3%
BI
1792
Ballast Inc
Kentucky
$976K +$325K +333 +53%
WBCM
1793
Wilson & Boucher Capital Management
California
$974K -$4.88K -5 -0.5%
BFWA
1794
Benchmark Financial Wealth Advisors
Florida
$973K +$277K +284 +42%
GRR
1795
Golden Reserve Retirement
Ohio
$970K +$377K +387 +68%
DP
1796
Dearborn Partners
Illinois
$970K +$1.95K +2 +0.2%
ACG
1797
Allen Capital Group
Nebraska
$969K +$52.6K +54 +6%
GWM
1798
Goldenstone Wealth Management
California
$965K -$25.3K -26 -3%
EFG
1799
Elevated Financial Group
Indiana
$965K -$295K -303 -24%
BPWM
1800
BCS Private Wealth Management
New Jersey
$965K +$1.95K +2 +0.2%
70 71
72
73 74