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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
NLP
1951
Next Level Private
New York
$616K +$12.5K +14 +2%
BI
1952
Bolthouse Investments
California
$615K – – –
HCM
1953
Hollencrest Capital Management
California
$615K -$122K -137 -16%
SIA
1954
Strategic Investment Advisors
Michigan
$614K +$112K +125 +21%
GIM
1955
Goelzer Investment Management
Indiana
$612K +$198K +222 +44%
GAA
1956
Global Assets Advisory
Florida
$607K +$641K +718 New
WE
1957
Wealth Effects
Massachusetts
$607K +$41K +46 +7%
BWM
1958
Birchcreek Wealth Management
Ohio
$607K – – –
RCM
1959
Raleigh Capital Management
North Carolina
$605K +$112K +126 +21%
FA
1960
Fortis Advisors
Pennsylvania
$605K – – –
TPA
1961
Trivium Point Advisory
Connecticut
$604K -$711K -797 -53%
AIM
1962
Advyzon Investment Management
Illinois
$603K +$182K +204 +40%
PWM
1963
Palacios Wealth Management
Florida
$601K +$66.9K +75 +13%
WAM
1964
WNY Asset Management
New York
$601K +$633K +710 New
FEM
1965
Fulcrum Equity Management
Texas
$597K +$16.1K +18 +3%
WKWM
1966
Walter & Keenan Wealth Management
Indiana
$597K +$13.4K +15 +2%
CFD
1967
Creative Financial Designs
Indiana
$596K +$10.7K +12 +2%
TIM
1968
Tortoise Investment Management
New York
$593K -$607K -680 -49%
RC
1969
Rahlfs Capital
Texas
$592K – – –
MBWA
1970
Marin Bay Wealth Advisors
California
$592K +$96.3K +108 +18%
PFA
1971
Peak Financial Advisors
Colorado
$592K +$2.68K +3 +0.4%
CCG
1972
Ceeto Capital Group
Florida
$592K – – –
SPWM
1973
Schrum Private Wealth Management
Florida
$591K – – –
FOA
1974
Five Oceans Advisors
California
$591K -$1.78K -2 -0.3%
SGCM
1975
Sanchez Gaunt Capital Management
Nevada
$590K +$622K +697 New
77 78
79
80 81