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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1776
RKL Wealth Management
Pennsylvania
$410K -$1.67K -3 -0.4%
CA
1777
Claro Advisors
Massachusetts
$408K -$75.9K -136 -16%
FOA
1778
Five Oceans Advisors
California
$408K +$5.02K +9 +1%
MAWA
1779
Moss Adams Wealth Advisors
Washington
$407K -$6.14K -11 -2%
POIA
1780
Pin Oak Investment Advisors
Texas
$407K – – –
NB
1781
Nicolet Bankshares
Wisconsin
$406K – – –
PCMM
1782
Piedmont Capital Management (Montana)
Montana
$406K -$80.3K -144 -17%
DE
1783
Diversified Enterprises
Delaware
$404K +$107K +192 +37%
TA
1784
TFB Advisors
Kansas
$404K +$558 +1 +0.1%
CCG
1785
Ceeto Capital Group
Florida
$401K – – –
DM
1786
Diker Management
New York
$401K – – –
RC
1787
Rahlfs Capital
Texas
$401K +$390K +700 New
T
1788
TOBAM
France
$400K +$86.5K +155 +28%
OF
1789
Optimize Financial
California
$398K +$388K +695 New
CG
1790
Clifford Group
Massachusetts
$396K – – –
HC
1791
Hara Capital
Washington
$396K – – –
AWM
1792
Accel Wealth Management
Iowa
$395K +$25.7K +46 +7%
NCM
1793
Nelson Capital Management
California
$395K +$1.12K +2 +0.3%
I2I
1794
Insight 2811 Inc
Illinois
$395K -$17.8K -32 -4%
FSC
1795
Full Sail Capital
Oklahoma
$394K +$32.4K +58 +9%
OWA
1796
Opal Wealth Advisors
New York
$393K +$21.2K +38 +6%
VCP
1797
Verus Capital Partners
Arizona
$392K – – –
EAM
1798
Everstar Asset Management
North Carolina
$392K +$50.8K +91 +15%
RA
1799
Rise Advisors
New York
$392K -$7.81K -14 -2%
ACS
1800
Archford Capital Strategies
Illinois
$391K +$2.79K +5 +0.7%
70 71
72
73 74