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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1776
Liberty Wealth Management
California
$411K -$2.23K -4 -0.6%
RWM
1777
RKL Wealth Management
Pennsylvania
$410K -$1.67K -3 -0.4%
CA
1778
Claro Advisors
Massachusetts
$408K -$75.9K -136 -16%
FOA
1779
Five Oceans Advisors
California
$408K +$5.02K +9 +1%
MAWA
1780
Moss Adams Wealth Advisors
Washington
$407K -$6.14K -11 -2%
POIA
1781
Pin Oak Investment Advisors
Texas
$407K – – –
NB
1782
Nicolet Bankshares
Wisconsin
$406K – – –
PCMM
1783
Piedmont Capital Management (Montana)
Montana
$406K -$80.3K -144 -17%
DE
1784
Diversified Enterprises
Delaware
$404K +$107K +192 +37%
TA
1785
TFB Advisors
Kansas
$404K +$558 +1 +0.1%
CCG
1786
Ceeto Capital Group
Florida
$401K – – –
DM
1787
Diker Management
New York
$401K – – –
RC
1788
Rahlfs Capital
Texas
$401K +$390K +700 New
T
1789
TOBAM
France
$400K +$86.5K +155 +28%
OF
1790
Optimize Financial
California
$398K +$388K +695 New
CG
1791
Clifford Group
Massachusetts
$396K – – –
HC
1792
Hara Capital
Washington
$396K – – –
AWM
1793
Accel Wealth Management
Iowa
$395K +$25.7K +46 +7%
NCM
1794
Nelson Capital Management
California
$395K +$1.12K +2 +0.3%
I2I
1795
Insight 2811 Inc
Illinois
$395K -$17.8K -32 -4%
FSC
1796
Full Sail Capital
Oklahoma
$394K +$32.4K +58 +9%
OWA
1797
Opal Wealth Advisors
New York
$393K +$21.2K +38 +6%
VCP
1798
Verus Capital Partners
Arizona
$392K – – –
EAM
1799
Everstar Asset Management
North Carolina
$392K +$50.8K +91 +15%
RA
1800
Rise Advisors
New York
$392K -$7.81K -14 -2%
70 71
72
73 74