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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1826
Lyell Wealth Management
California
$268K – – –
EHC
1827
Everett Harris & Co
California
$267K +$264K +539 New
GDP
1828
Great Diamond Partners
Maine
$264K +$3.42K +7 +1%
ST
1829
Sentinel Trust
Texas
$264K +$16.1K +33 +7%
CVM
1830
Cheviot Value Management
California
$264K – – –
PHWM
1831
Pine Harbor Wealth Management
Maryland
$264K – – –
I
1832
InceptionR
California
$263K +$260K +532 New
AWM
1833
Act Wealth Management
Texas
$263K -$1.96K -4 -0.7%
CW
1834
Channel Wealth
California
$263K – – –
ACP
1835
Aveo Capital Partners
Colorado
$262K – – –
NCTC
1836
New Covenant Trust Company
Indiana
$262K +$24K +49 +10%
KAM
1837
Knightsbridge Asset Management
California
$261K +$489 +1 +0.2%
NPP
1838
New Potomac Partners
Maryland
$261K – – –
FDDB
1839
Fidelity D&D Bancorp
Pennsylvania
$260K +$1.96K +4 +0.8%
PFA
1840
Pathway Financial Advisors
Vermont
$260K +$5.38K +11 +2%
AAP
1841
Arax Advisory Partners
Colorado
$260K -$77.3K -158 -23%
QFA
1842
Quantum Financial Advisors
California
$260K – – –
TLCM
1843
Twin Lakes Capital Management
California
$260K +$978 +2 +0.4%
GWM
1844
Gitterman Wealth Management
New Jersey
$260K +$256K +524 New
IWA
1845
IVC Wealth Advisors
Pennsylvania
$258K -$34.2K -70 -12%
CCG
1846
Cypress Capital Group
Florida
$258K +$255K +522 New
RT
1847
Rockland Trust
Massachusetts
$257K -$381K -779 -60%
SF
1848
Symphony Financial
Texas
$257K -$3.42K -7 -1%
MFC
1849
Morris Financial Concepts
South Carolina
$256K +$253K +518 New
CMI
1850
Clare Market Investments
Texas
$256K +$489 +1 +0.2%
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