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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
FBB
1826
Fulton Breakefield Broenniman
Maryland
$599K – – –
CCG
1827
Catalina Capital Group
California
$595K +$11.1K +15 +2%
IIC
1828
Integrated Investment Consultants
Michigan
$594K +$1.48K +2 +0.3%
RFP
1829
Root Financial Partners
California
$593K +$86K +116 +18%
WP
1830
WealthShield Partners
North Carolina
$589K +$1.48K +2 +0.3%
CSPIA
1831
Cary Street Partners Investment Advisory
Virginia
$588K +$17.8K +24 +3%
RMC
1832
Resources Management Corp
Connecticut
$587K -$14.8K -20 -3%
EA
1833
Enclave Advisors
Texas
$587K -$15.6K -21 -3%
SP
1834
SIH Partners
Delaware
$586K +$545K +736 New
PCM
1835
Penserra Capital Management
California
$583K +$523K +706 +2,615%
MHIC
1836
Marble Harbor Investment Counsel
Massachusetts
$582K – – –
TA
1837
Tactive Advisors
Florida
$581K +$55.6K +75 +11%
CAC
1838
Certified Advisory Corp
Florida
$580K – – –
AHB
1839
Abner Herrman & Brock
New Jersey
$579K +$539K +727 New
KCP
1840
Kera Capital Partners
California
$577K +$25.2K +34 +5%
SIA
1841
SeaBridge Investment Advisors
New Jersey
$576K – – –
ACG
1842
Allen Capital Group
Nebraska
$575K +$11.9K +16 +2%
RPWA
1843
Regent Peak Wealth Advisors
Georgia
$575K +$535K +722 New
FG
1844
Fiduciary Group
Georgia
$574K +$94.8K +128 +22%
NLP
1845
Next Level Private
New York
$572K +$20K +27 +4%
BMC
1846
Benin Management Corp
Connecticut
$572K +$3.71K +5 +0.7%
PFA
1847
Peak Financial Advisors
Colorado
$572K +$3.71K +5 +0.7%
FA
1848
Fortis Advisors
Pennsylvania
$569K – – –
AFAS
1849
Acorn Financial Advisory Services
Virginia
$569K -$47.4K -64 -8%
RGC
1850
Roberts, Glore & Co
Illinois
$568K -$9.63K -13 -2%
72 73
74
75 76