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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
HIG
1876
Heritage Investment Group
Florida
$533K – – –
OBWG
1877
Onyx Bridge Wealth Group
New York
$532K +$127K +171 +34%
CBT
1878
Crews Bank & Trust
Florida
$532K +$5.93K +8 +1%
PIWA
1879
Prevail Innovative Wealth Advisors
Kansas
$530K +$45.9K +62 +10%
AWM
1880
Activest Wealth Management
Florida
$529K +$362K +489 +279%
SIA
1881
SkyView Investment Advisors
New Jersey
$527K – – –
KFA
1882
Krane Funds Advisors
New York
$523K -$115K -155 -18%
WE
1883
Wealth Effects
Massachusetts
$523K – – –
AFPL
1884
Advus Financial Partners, LLC
Florida
$522K -$5.19K -7 -1%
BWM
1885
Baron Wealth Management
Michigan
$522K +$17K +23 +4%
TWM
1886
Tanager Wealth Management
United Kingdom
$520K +$50.4K +68 +12%
RIG
1887
RiverFront Investment Group
Virginia
$518K -$3.71K -5 -0.8%
SIA
1888
Strategic Investment Advisors
Michigan
$518K +$356K +481 New
TFA
1889
Trinity Financial Advisors
Ohio
$517K +$2.22K +3 +0.5%
NP
1890
Ninepoint Partners
Ontario, Canada
$516K -$412K -556 -46%
TPWA
1891
Twin Peaks Wealth Advisors
California
$515K +$122K +164 +34%
3IP
1892
3Chopt Investment Partners
Virginia
$514K +$4.45K +6 +0.9%
SF
1893
Symphony Financial
Texas
$514K -$2.58M -3,476 -84%
TC
1894
TownSquare Capital
Utah
$514K -$230K -311 -33%
SCP
1895
Silverleafe Capital Partners
Tennessee
$514K +$50.4K +68 +12%
AWM
1896
Aries Wealth Management
Maine
$513K – – –
SPWM
1897
Spartan Planning & Wealth Management
North Carolina
$512K +$14.8K +20 +3%
MAP
1898
Moody Aldrich Partners
Massachusetts
$512K -$79.3K -107 -14%
AO
1899
Advisor OS
Illinois
$510K +$102K +138 +27%
BBPWM
1900
Blue Bell Private Wealth Management
Pennsylvania
$507K +$4.45K +6 +1%
74 75
76
77 78