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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2076
Bristlecone Advisors
Washington
$252K -$14.5K -26 -6%
BWM
2077
Birchcreek Wealth Management
Ohio
$252K +$245K +440 New
IWA
2078
Icon Wealth Advisors
Texas
$252K -$24K -43 -9%
BCM
2079
Boltwood Capital Management
California
$249K – – –
CTA
2080
Chesley Taft & Associates
Illinois
$249K – – –
SWM
2081
SFG Wealth Management
Maryland
$249K – – –
WCM
2082
WealthBridge Capital Management
Ohio
$249K – – –
DOA
2083
D'Orazio & Associates
Virginia
$249K +$15.1K +27 +7%
ML
2084
McAdam LLC
Pennsylvania
$249K +$6.69K +12 +3%
GC
2085
Garde Capital
Washington
$248K +$66.9K +120 +38%
LAM
2086
Lifestyle Asset Management
Texas
$248K -$9.48K -17 -4%
SHFA
2087
SC&H Financial Advisors
Maryland
$247K – – –
CF
2088
Cyr Financial
Illinois
$246K -$619K -1,109 -72%
OIM
2089
Oder Investment Management
California
$245K +$558 +1 +0.2%
HIM
2090
Hillsdale Investment Management
Ontario, Canada
$244K -$965K -1,730 -80%
PWMG
2091
Pinnacle Wealth Management Group
Michigan
$243K – – –
I
2092
INVST
Indiana
$243K +$2.79K +5 +1%
FAM
2093
Flaharty Asset Management
Florida
$242K +$196K +352 +503%
SSWM
2094
Sheets Smith Wealth Management
North Carolina
$241K – – –
HIC
2095
Harvey Investment Company
Kentucky
$241K – – –
BI
2096
Beckerman Institutional
New Jersey
$241K +$3.35K +6 +1%
BFC
2097
Bedel Financial Consulting
Indiana
$241K +$208K +373 New
TLA
2098
Tanglewood Legacy Advisors
Texas
$241K -$27.9K -50 -11%
WC
2099
Waterloo Capital
Texas
$239K +$233K +418 New
VFG
2100
Victory Financial Group
Texas
$238K +$232K +416 New
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84
85 86