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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
2051
Carolinas Wealth Consulting
North Carolina
$259K +$105K +188 +71%
SIA
2052
SGL Investment Advisors
Montana
$259K +$223K +399 New
OFW
2053
Omnia Family Wealth
Florida
$259K +$5.02K +9 +2%
RWM
2054
Rezny Wealth Management
Florida
$258K – – –
TCM
2055
Tandem Capital Management
New Jersey
$258K – – –
CWM
2056
Cherrydale Wealth Management
New Jersey
$258K +$558 +1 +0.2%
MS
2057
Mizuho Securities
Japan
$258K +$251K +450 New
TWA
2058
Talisman Wealth Advisors
New Jersey
$258K +$558 +1 +0.2%
BWM
2059
BankPlus Wealth Management
Mississippi
$258K +$251K +450 New
FEM
2060
Fulcrum Equity Management
Texas
$258K +$21.8K +39 +9%
SIC
2061
Sterling Investment Counsel
New York
$258K +$12.3K +22 +5%
MSA
2062
Marino Stram & Associates
Massachusetts
$257K +$10K +18 +4%
AO
2063
Advisor OS
Illinois
$257K +$250K +449 New
EBWM
2064
Eagle Bluffs Wealth Management
Missouri
$257K – – –
FWM
2065
Forza Wealth Management
Florida
$256K – – –
NJBEST
2066
New Jersey Better Educational Savings Trust
New Jersey
$255K – – –
UF
2067
Univest Financial
Pennsylvania
$255K – – –
IB
2068
Intrust Bank
Kansas
$255K -$558 -1 -0.2%
HA
2069
Helium Advisors
Washington
$254K +$248K +444 New
AB
2070
Atlas Brown
Kentucky
$254K -$7.81K -14 -3%
SP
2071
Successful Portfolios
Florida
$254K – – –
FG
2072
Foster Group
Iowa
$253K +$247K +442 New
VFM
2073
Vision Financial Markets
Connecticut
$252K +$246K +441 New
LIA
2074
Lynx Investment Advisory
District of Columbia
$252K +$246K +441 New
EC
2075
EdgeRock Capital
Colorado
$252K +$245K +440 New
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