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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
2076
Pacific Center for Financial Services
California
$60.8K +$10.3K +21 +21%
CCA
2077
Catalyst Capital Advisors
New York
$57.9K +$57.2K +117 New
CA
2078
Claris Advisors
Missouri
$57.4K +$56.7K +116 New
CAM
2079
Costello Asset Management
Pennsylvania
$56.9K +$12.2K +25 +28%
AWM
2080
Abound Wealth Management
Tennessee
$56.7K +$23K +47 +70%
RFS
2081
Richardson Financial Services
Massachusetts
$56.5K – – –
EWM
2082
Evermay Wealth Management
Virginia
$55.5K -$1.47K -3 -3%
W
2083
WealthCollab
Washington
$55.4K – – –
BSC
2084
Brown Shipley & Co
United Kingdom
$55K -$95.9K -196 -64%
PB
2085
Pinnacle Bancorp
Nebraska
$55K – – –
FCM
2086
Fourpath Capital Management
Oklahoma
$54.5K +$53.8K +110 New
SFO
2087
Standard Family Office
South Dakota
$53.5K – – –
KFI
2088
Key Financial Inc
Pennsylvania
$52.5K +$2.94K +6 +6%
C
2089
Covestor
United Kingdom
$52K -$30.8K -63 -38%
SC
2090
Swan Capital
Florida
$51K – – –
DCM
2091
Davis Capital Management
Florida
$50.8K +$489 +1 +1%
RCM
2092
Richardson Capital Management
Wisconsin
$49.5K – – –
SRCM
2093
Signature Resources Capital Management
California
$49.5K – – –
PP
2094
PFS Partners
New Jersey
$48.5K – – –
SWS
2095
SYSTM Wealth Solutions
Illinois
$47.5K -$6.31M -12,904 -99%
MFG
2096
Mendota Financial Group
Wisconsin
$47.5K -$107K -219 -70%
PMFA
2097
Plante Moran Financial Advisors
Michigan
$47.5K -$44K -90 -48%
WPA
2098
West Paces Advisors
Georgia
$46.5K – – –
CA
2099
Centerpoint Advisors
Massachusetts
$45K – – –
MAM
2100
Meeder Asset Management
Ohio
$44.6K – – –
82 83
84
85 86