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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAI
1926
Capital Advisors Inc
Oklahoma
$796K -$46.8K -48 -6%
PFS
1927
Prospect Financial Services
New York
$794K -$24.4K -25 -3%
HWM
1928
Hohimer Wealth Management
Washington
$793K +$2.92K +3 +0.4%
SWGC
1929
Summit Wealth Group (Colorado)
Colorado
$792K +$105K +108 +16%
IP
1930
Investment Partners
Ohio
$792K +$27.3K +28 +4%
BWCS
1931
Beirne Wealth Consulting Services
Connecticut
$792K +$2.92K +3 +0.4%
MFWP
1932
Mosaic Family Wealth Partners
Missouri
$792K +$308K +316 +68%
FWP
1933
Falcon Wealth Planning
California
$790K +$9.75K +10 +1%
OWA
1934
Octavia Wealth Advisors
Ohio
$788K -$1.95K -2 -0.3%
MSRI
1935
Michael S. Ryan Inc
New York
$788K +$11.7K +12 +2%
CI
1936
Cambiar Investors
Colorado
$787K -$975 -1 -0.1%
CWS
1937
Confluence Wealth Services
Pennsylvania
$787K +$181K +186 +31%
TDB
1938
Thompson David Blair
$786K -$31.2K -32 -4%
CH
1939
Canton Hathaway
Rhode Island
$784K – – –
TA
1940
Tactive Advisors
Florida
$783K -$91.6K -94 -11%
AIM
1941
Allen Investment Management
New York
$783K – – –
RFA
1942
Register Financial Advisors
Georgia
$782K -$3.9K -4 -0.5%
SIM
1943
Studio Investment Management
Illinois
$780K -$34.1K -35 -4%
PIP
1944
Peachtree Investment Partners
Florida
$779K -$29.2K -30 -4%
WE
1945
Wealth Effects
Massachusetts
$778K +$50.7K +52 +7%
EDRH
1946
Edmond de Rothschild Holding
Switzerland
$777K +$699K +717 +1,406%
AFAS
1947
Acorn Financial Advisory Services
Virginia
$776K +$3.9K +4 +0.5%
LWANC
1948
Laurel Wealth Advisors (North Carolina)
North Carolina
$776K -$24.4K -25 -3%
KLCM
1949
KG&L Capital Management
Louisiana
$775K -$116K -119 -13%
FG
1950
Fiduciary Group
Georgia
$774K -$17.5K -18 -2%
76 77
78
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