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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
2076
Mowery & Schoenfeld Wealth Management
Illinois
$61.9K – – –
TC
2077
Tacita Capital
Ontario, Canada
$61.9K – – –
PCFFS
2078
Pacific Center for Financial Services
California
$60.8K +$10.3K +21 +21%
CCA
2079
Catalyst Capital Advisors
New York
$57.9K +$57.2K +117 New
CA
2080
Claris Advisors
Missouri
$57.4K +$56.7K +116 New
CAM
2081
Costello Asset Management
Pennsylvania
$56.9K +$12.2K +25 +28%
AWM
2082
Abound Wealth Management
Tennessee
$56.7K +$23K +47 +70%
RFS
2083
Richardson Financial Services
Massachusetts
$56.5K – – –
EWM
2084
Evermay Wealth Management
Virginia
$55.5K -$1.47K -3 -3%
W
2085
WealthCollab
Washington
$55.4K – – –
BSC
2086
Brown Shipley & Co
United Kingdom
$55K -$95.9K -196 -64%
PB
2087
Pinnacle Bancorp
Nebraska
$55K – – –
FCM
2088
Fourpath Capital Management
Oklahoma
$54.5K +$53.8K +110 New
SFO
2089
Standard Family Office
South Dakota
$53.5K – – –
KFI
2090
Key Financial Inc
Pennsylvania
$52.5K +$2.94K +6 +6%
C
2091
Covestor
United Kingdom
$52K -$30.8K -63 -38%
SC
2092
Swan Capital
Florida
$51K – – –
DCM
2093
Davis Capital Management
Florida
$50.8K +$489 +1 +1%
RCM
2094
Richardson Capital Management
Wisconsin
$49.5K – – –
SRCM
2095
Signature Resources Capital Management
California
$49.5K – – –
PP
2096
PFS Partners
New Jersey
$48.5K – – –
SWS
2097
SYSTM Wealth Solutions
Illinois
$47.5K -$6.31M -12,904 -99%
MFG
2098
Mendota Financial Group
Wisconsin
$47.5K -$107K -219 -70%
PMFA
2099
Plante Moran Financial Advisors
Michigan
$47.5K -$44K -90 -48%
WPA
2100
West Paces Advisors
Georgia
$46.5K – – –
82 83
84
85 86