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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1826
Apriem Advisors
California
$393K +$137K +228 +46%
NG
1827
Norden Group
Utah
$392K -$45.7K -76 -10%
RWM
1828
RKL Wealth Management
Pennsylvania
$391K +$602 +1 +0.1%
FOA
1829
Five Oceans Advisors
California
$391K +$1.8K +3 +0.4%
FA
1830
Fortis Advisors
Pennsylvania
$391K +$150K +250 +54%
ONGA
1831
O'Neil Global Advisors
California
$389K -$3.19M -5,298 -88%
NB
1832
Nicolet Bankshares
Wisconsin
$387K – – –
GPWM
1833
Grant Private Wealth Management
California
$387K +$426K +708 New
AFG
1834
ABLE Financial Group
Arizona
$385K +$73.4K +122 +21%
RA
1835
Rise Advisors
New York
$384K +$12K +20 +3%
CFS
1836
Coordinated Financial Services
Colorado
$383K +$116K +192 +38%
RC
1837
Rahlfs Capital
Texas
$382K – – –
CCG
1838
Ceeto Capital Group
Florida
$382K – – –
AWM
1839
Accel Wealth Management
Iowa
$382K +$6.02K +10 +1%
RPWA
1840
Regent Peak Wealth Advisors
Georgia
$381K +$10.2K +17 +3%
CIM
1841
Cambria Investment Management
California
$379K -$39.7K -66 -9%
I2I
1842
Insight 2811 Inc
Illinois
$379K +$2.41K +4 +0.6%
CNTOF
1843
Canandaigua National Trust of Florida
New York
$378K +$12K +20 +3%
CG
1844
Clifford Group
Massachusetts
$377K – – –
NLP
1845
Next Level Private
New York
$377K +$64.4K +107 +18%
LWM
1846
Liberty Wealth Management
California
$376K -$16.8K -28 -4%
MA
1847
MCF Advisors
Kentucky
$376K -$18.1K -30 -4%
NCM
1848
Nelson Capital Management
California
$375K -$1.2K -2 -0.3%
WB
1849
Webster Bank
Connecticut
$375K +$40.9K +68 +11%
LWM
1850
Lyell Wealth Management
California
$375K +$87.9K +146 +27%
72 73
74
75 76