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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
SRCM
1951
Signature Resources Capital Management
California
$38.6K – – –
JSAM
1952
J. Safra Asset Management
New York
$38.4K +$31.4K +81 +736%
CA
1953
Centerpoint Advisors
Massachusetts
$38K – – –
PPC
1954
Park Place Capital
Alabama
$35.9K +$6.99K +18 +26%
CWM
1955
Compass Wealth Management
Connecticut
$35.5K – – –
GGI
1956
Godsey & Gibb Inc
Virginia
$35.5K +$25.2K +65 +325%
AP
1957
Atwood & Palmer
Missouri
$34.3K +$1.94K +5 +6%
TFA
1958
Toth Financial Advisory
Virginia
$33.4K – – –
LF
1959
LifeSteps Financial
California
$33.4K +$31K +80 New
TCM
1960
Tributary Capital Management
Nebraska
$33.4K +$31K +80 New
TVWM
1961
Tower View Wealth Management
Wisconsin
$32.6K – – –
IWP
1962
IAG Wealth Partners
Wisconsin
$32.2K – – –
CBT
1963
CoreFirst Bank & Trust
Kansas
$31.3K -$37.6K -97 -56%
CCC
1964
Chelsea Counsel Company
California
$31.3K – – –
CG
1965
Cutler Group
California
$31K -$3.92M -10,111 -99%
SA
1966
Scarborough Advisors
Maryland
$29.7K +$10.9K +28 +65%
RWM
1967
Raffa Wealth Management
District of Columbia
$28.8K -$5.82K -15 -18%
AWM
1968
Abound Wealth Management
Tennessee
$28.2K +$388 +1 +2%
VCM
1969
Versant Capital Management
Arizona
$27.6K +$13.2K +34 +106%
PWA
1970
Provenance Wealth Advisors
Florida
$27.1K – – –
T
1971
Tidemark
California
$26.1K – – –
FUBT
1972
First United Bank & Trust
Maryland
$25.9K -$2.33K -6 -9%
PCMC
1973
Planning Capital Management Corporation
Pennsylvania
$25.1K -$138K -355 -86%
MFT
1974
Moisand Fitzgerald Tamayo
Florida
$25.1K -$388 -1 -2%
FPFS
1975
First Personal Financial Services
North Carolina
$25.1K +$23.3K +60 New
77 78
79
80 81