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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
1926
Onyx Bridge Wealth Group
New York
$657K +$65.3K +80 +12%
APW
1927
Austin Private Wealth
Texas
$656K +$143K +175 +31%
CCG
1928
Catalina Capital Group
California
$655K -$1.63K -2 -0.3%
CFG
1929
Copley Financial Group
California
$654K -$62K -76 -9%
GWP
1930
Gateway Wealth Partners
Wisconsin
$650K +$50.6K +62 +9%
RFA
1931
Reyes Financial Architecture
California
$649K -$93.8K -115 -13%
FAOAI
1932
Fund Advisors of America Inc
Florida
$648K +$601K +737 New
RMC
1933
Resources Management Corp
Connecticut
$648K – – –
CWM
1934
CCG Wealth Management
California
$648K +$181K +222 +43%
RPWA
1935
Regent Peak Wealth Advisors
Georgia
$646K +$10.6K +13 +2%
CT
1936
Chicago Trust
Illinois
$644K +$36.7K +45 +7%
BCA
1937
Bay Capital Advisors
Virginia
$643K -$44.1K -54 -7%
MHIC
1938
Marble Harbor Investment Counsel
Massachusetts
$643K – – –
SF
1939
Symphony Financial
Texas
$642K +$66.1K +81 +13%
MWS
1940
MFA Wealth Services
California
$641K -$19.6K -24 -3%
WFA
1941
Wellspring Financial Advisors
Ohio
$639K +$320K +392 +117%
TWM
1942
Tanager Wealth Management
United Kingdom
$639K +$60.4K +74 +11%
BI
1943
Bolthouse Investments
California
$639K +$157K +192 +36%
SAW
1944
Signal Advisors Wealth
Michigan
$638K -$82.4K -101 -12%
MSRI
1945
Michael S. Ryan Inc
New York
$636K +$14.7K +18 +3%
SIA
1946
SeaBridge Investment Advisors
New Jersey
$636K – – –
LCAM
1947
London & Capital Asset Management
United Kingdom
$634K +$589K +722 New
CAC
1948
Certified Advisory Corp
Florida
$633K -$6.53K -8 -1%
CCM
1949
CFO Capital Management
Connecticut
$633K +$587K +720 New
BWM
1950
Birchcreek Wealth Management
Ohio
$630K -$57.1K -70 -9%
76 77
78
79 80