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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1951
Fortis Advisors
Pennsylvania
$628K – – –
NLP
1952
Next Level Private
New York
$628K -$4.08K -5 -0.7%
BCG
1953
Bravias Capital Group
New Jersey
$626K +$185K +227 +47%
CAM
1954
Chesapeake Asset Management
New York
$625K +$250K +307 +76%
CFO
1955
Cambient Family Office
Michigan
$624K +$579K +710 New
AWM
1956
Activest Wealth Management
Florida
$623K +$36.7K +45 +7%
FPCP
1957
Fort Point Capital Partners
California
$623K +$193K +236 +59%
BWM
1958
Baron Wealth Management
Michigan
$623K +$43.2K +53 +8%
OWG
1959
Oxford Wealth Group
Florida
$622K +$577K +707 New
GKWIM
1960
Gerber Kawasaki Wealth & Investment Management
California
$616K +$26.1K +32 +5%
FOA
1961
Five Oceans Advisors
California
$616K +$816 +1 +0.1%
RC
1962
Rahlfs Capital
Texas
$615K – – –
CCG
1963
Ceeto Capital Group
Florida
$615K – – –
SPWM
1964
Schrum Private Wealth Management
Florida
$614K – – –
WI
1965
WBI Investments
New Jersey
$614K +$570K +699 New
PFA
1966
Peak Financial Advisors
Colorado
$613K -$17.1K -21 -3%
LCA
1967
Legend Capital Advisors
New York
$612K +$568K +696 New
CFD
1968
Creative Financial Designs
Indiana
$608K +$114K +140 +25%
BNA
1969
BankChampaign National Association
Illinois
$608K +$565K +692 New
WKWM
1970
Walter & Keenan Wealth Management
Indiana
$607K +$49.8K +61 +10%
CG
1971
Clifford Group
Massachusetts
$607K – – –
CDDEC
1972
Caisse Des Depots Et Consignations
France
$607K +$564K +691 New
IA
1973
Insight Advisors
Pennsylvania
$607K -$2.45K -3 -0.4%
FEM
1974
Fulcrum Equity Management
Texas
$605K +$226K +277 +67%
FWM
1975
Finer Wealth Management
Massachusetts
$600K -$96.3K -118 -15%
77 78
79
80 81