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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1876
Gerber Kawasaki Wealth & Investment Management
California
$533K +$23K +31 +5%
HIG
1877
Heritage Investment Group
Florida
$533K – – –
OBWG
1878
Onyx Bridge Wealth Group
New York
$532K +$127K +171 +34%
CBT
1879
Crews Bank & Trust
Florida
$532K +$5.93K +8 +1%
PIWA
1880
Prevail Innovative Wealth Advisors
Kansas
$530K +$45.9K +62 +10%
AWM
1881
Activest Wealth Management
Florida
$529K +$362K +489 +279%
SIA
1882
SkyView Investment Advisors
New Jersey
$527K – – –
BWM
1883
Bullock Wealth Management
Indiana
$523K +$64.5K +87 +15%
KFA
1884
Krane Funds Advisors
New York
$523K -$115K -155 -18%
WE
1885
Wealth Effects
Massachusetts
$523K – – –
BWM
1886
Baron Wealth Management
Michigan
$522K +$17K +23 +4%
TWM
1887
Tanager Wealth Management
United Kingdom
$520K +$50.4K +68 +12%
RIG
1888
RiverFront Investment Group
Virginia
$518K -$3.71K -5 -0.8%
SIA
1889
Strategic Investment Advisors
Michigan
$518K +$356K +481 New
TFA
1890
Trinity Financial Advisors
Ohio
$517K +$2.22K +3 +0.5%
NP
1891
Ninepoint Partners
Ontario, Canada
$516K -$412K -556 -46%
TPWA
1892
Twin Peaks Wealth Advisors
California
$515K +$122K +164 +34%
3IP
1893
3Chopt Investment Partners
Virginia
$514K +$4.45K +6 +0.9%
SF
1894
Symphony Financial
Texas
$514K -$2.58M -3,476 -84%
TC
1895
TownSquare Capital
Utah
$514K -$230K -311 -33%
SCP
1896
Silverleafe Capital Partners
Tennessee
$514K +$50.4K +68 +12%
AWM
1897
Aries Wealth Management
Maine
$513K – – –
SPWM
1898
Spartan Planning & Wealth Management
North Carolina
$512K +$14.8K +20 +3%
MAP
1899
Moody Aldrich Partners
Massachusetts
$512K -$79.3K -107 -14%
AO
1900
Advisor OS
Illinois
$510K +$102K +138 +27%
74 75
76
77 78