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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
1801
1900 Wealth Management
Texas
$621K +$5.19K +7 +0.9%
CA
1802
Cornerstone Advisory
Maryland
$620K – – –
GPW
1803
Gentry Private Wealth
Kansas
$620K -$2.96K -4 -0.5%
CL
1804
CVFG LLC
Indiana
$617K -$371K -500 -39%
PL
1805
Perpetual Ltd
Australia
$617K +$55.6K +75 +11%
CH
1806
Canton Hathaway
Rhode Island
$617K – – –
KAS
1807
KPP Advisory Services
Kentucky
$616K +$78.5K +106 +16%
BPWM
1808
Badgley Phelps Wealth Managers
Washington
$616K +$13.3K +18 +2%
RFA
1809
Register Financial Advisors
Georgia
$614K -$25.2K -34 -4%
MCM
1810
MV Capital Management
Maryland
$614K -$67.4K -91 -11%
ZBNA
1811
Zions Bancorporation, National Association
Utah
$614K +$217K +293 +61%
RL
1812
Rogco LP
Oklahoma
$612K +$3.71K +5 +0.7%
PFW
1813
Petros Family Wealth
Minnesota
$612K -$47.4K -64 -8%
RWM
1814
RKL Wealth Management
Pennsylvania
$611K +$45.2K +61 +9%
OFG
1815
Oxford Financial Group
Indiana
$611K +$231K +312 +69%
ADMI
1816
Albert D. Mason Inc
Massachusetts
$606K +$7.41K +10 +1%
OWP
1817
ORG Wealth Partners
Texas
$605K +$90.4K +122 +19%
MTIC
1818
Missouri Trust & Investment Company
Missouri
$604K – – –
TFGT
1819
TS Financial Group (TSFG)
Illinois
$603K +$86.7K +117 +18%
EA
1820
Everpar Advisors
Oklahoma
$602K +$6.67K +9 +1%
MMCM
1821
Murphy & Mullick Capital Management
New York
$601K +$126K +170 +29%
KIM
1822
Kane Investment Management
California
$600K +$558K +753 New
BCMLT
1823
Beacon Capital Management LLC (Tennessee)
Tennessee
$599K -$21.5K -29 -4%
MWS
1824
MFA Wealth Services
California
$599K +$18.5K +25 +3%
FBB
1825
Fulton Breakefield Broenniman
Maryland
$599K – – –
71 72
73
74 75