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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
LGA
1801
Lebenthal Global Advisors
New York
$623K -$125K -169 -18%
1WM
1802
1900 Wealth Management
Texas
$621K +$5.19K +7 +0.9%
CA
1803
Cornerstone Advisory
Maryland
$620K – – –
GPW
1804
Gentry Private Wealth
Kansas
$620K -$2.96K -4 -0.5%
CL
1805
CVFG LLC
Indiana
$617K -$371K -500 -39%
PL
1806
Perpetual Ltd
Australia
$617K +$55.6K +75 +11%
CH
1807
Canton Hathaway
Rhode Island
$617K – – –
KAS
1808
KPP Advisory Services
Kentucky
$616K +$78.5K +106 +16%
BPWM
1809
Badgley Phelps Wealth Managers
Washington
$616K +$13.3K +18 +2%
RFA
1810
Register Financial Advisors
Georgia
$614K -$25.2K -34 -4%
MCM
1811
MV Capital Management
Maryland
$614K -$67.4K -91 -11%
ZBNA
1812
Zions Bancorporation, National Association
Utah
$614K +$217K +293 +61%
RL
1813
Rogco LP
Oklahoma
$612K +$3.71K +5 +0.7%
PFW
1814
Petros Family Wealth
Minnesota
$612K -$47.4K -64 -8%
RWM
1815
RKL Wealth Management
Pennsylvania
$611K +$45.2K +61 +9%
OFG
1816
Oxford Financial Group
Indiana
$611K +$231K +312 +69%
ADMI
1817
Albert D. Mason Inc
Massachusetts
$606K +$7.41K +10 +1%
OWP
1818
ORG Wealth Partners
Texas
$605K +$90.4K +122 +19%
MTIC
1819
Missouri Trust & Investment Company
Missouri
$604K – – –
TFGT
1820
TS Financial Group (TSFG)
Illinois
$603K +$86.7K +117 +18%
EA
1821
Everpar Advisors
Oklahoma
$602K +$6.67K +9 +1%
MMCM
1822
Murphy & Mullick Capital Management
New York
$601K +$126K +170 +29%
KIM
1823
Kane Investment Management
California
$600K +$558K +753 New
BCMLT
1824
Beacon Capital Management LLC (Tennessee)
Tennessee
$599K -$21.5K -29 -4%
MWS
1825
MFA Wealth Services
California
$599K +$18.5K +25 +3%
71 72
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