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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
2076
Raleigh Capital Management
North Carolina
$518K +$39.2K +48 +9%
OPTFSNA
2077
Old Point Trust & Financial Services N A
Virginia
$517K – – –
DPI
2078
Diversified Portfolios Inc
Michigan
$517K +$24.5K +30 +5%
FCAS
2079
First Command Advisory Services
Texas
$515K +$19.6K +24 +4%
TFM
2080
TFC Financial Management
Massachusetts
$514K +$1.63K +2 +0.3%
S
2081
Sunpointe
Missouri
$512K +$42.4K +52 +10%
EA
2082
Enclave Advisors
Texas
$511K -$126K -155 -21%
ML
2083
McAdam LLC
Pennsylvania
$510K +$53.9K +66 +13%
BWM
2084
Bulltick Wealth Management
Florida
$510K +$473K +580 New
IWA
2085
Icon Wealth Advisors
Texas
$509K +$75.1K +92 +17%
AP
2086
Advisortrust Partners
North Carolina
$508K +$472K +578 New
MA
2087
Mezzasalma Advisors
New Jersey
$507K – – –
PWM
2088
Palacios Wealth Management
Florida
$506K – – –
KFA
2089
Krane Funds Advisors
New York
$505K -$100K -123 -18%
WCFA
2090
Walkner Condon Financial Advisors
Wisconsin
$505K +$8.98K +11 +2%
SWM
2091
SHP Wealth Management
Massachusetts
$504K +$468K +574 New
BIA
2092
Bigelow Investment Advisors
Maine
$504K +$58.7K +72 +14%
GIA
2093
GHP Investment Advisors
Colorado
$503K +$816 +1 +0.2%
SPI
2094
Santori & Peters Inc
Pennsylvania
$503K – – –
BO
2095
Bank OZK
Arkansas
$502K – – –
CG
2096
Cynosure Group
Utah
$502K +$466K +571 New
CVM
2097
Cheviot Value Management
California
$499K – – –
BFG
2098
Beacon Financial Group
Texas
$499K +$4.9K +6 +1%
FMC
2099
First Merchants Corp
Indiana
$496K -$18.8K -23 -4%
RA
2100
Rational Advisors
New York
$495K -$724K -887 -61%
82 83
84
85 86