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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1951
Certified Advisory Corp
Florida
$633K -$6.53K -8 -1%
CCM
1952
CFO Capital Management
Connecticut
$633K +$587K +720 New
BWM
1953
Birchcreek Wealth Management
Ohio
$630K -$57.1K -70 -9%
FA
1954
Fortis Advisors
Pennsylvania
$628K – – –
NLP
1955
Next Level Private
New York
$628K -$4.08K -5 -0.7%
BCG
1956
Bravias Capital Group
New Jersey
$626K +$185K +227 +47%
CAM
1957
Chesapeake Asset Management
New York
$625K +$250K +307 +76%
CFO
1958
Cambient Family Office
Michigan
$624K +$579K +710 New
AWM
1959
Activest Wealth Management
Florida
$623K +$36.7K +45 +7%
FPCP
1960
Fort Point Capital Partners
California
$623K +$193K +236 +59%
BWM
1961
Baron Wealth Management
Michigan
$623K +$43.2K +53 +8%
OWG
1962
Oxford Wealth Group
Florida
$622K +$577K +707 New
GKWIM
1963
Gerber Kawasaki Wealth & Investment Management
California
$616K +$26.1K +32 +5%
FOA
1964
Five Oceans Advisors
California
$616K +$816 +1 +0.1%
RC
1965
Rahlfs Capital
Texas
$615K – – –
CCG
1966
Ceeto Capital Group
Florida
$615K – – –
SPWM
1967
Schrum Private Wealth Management
Florida
$614K – – –
WI
1968
WBI Investments
New Jersey
$614K +$570K +699 New
PFA
1969
Peak Financial Advisors
Colorado
$613K -$17.1K -21 -3%
LCA
1970
Legend Capital Advisors
New York
$612K +$568K +696 New
CFD
1971
Creative Financial Designs
Indiana
$608K +$114K +140 +25%
BNA
1972
BankChampaign National Association
Illinois
$608K +$565K +692 New
WKWM
1973
Walter & Keenan Wealth Management
Indiana
$607K +$49.8K +61 +10%
CG
1974
Clifford Group
Massachusetts
$607K – – –
CDDEC
1975
Caisse Des Depots Et Consignations
France
$607K +$564K +691 New
77 78
79
80 81