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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
2076
Basepoint Wealth
Iowa
$520K -$313K -384 -39%
SP
2077
Successful Portfolios
Florida
$519K +$161K +197 +55%
PAS
2078
PKS Advisory Services
New York
$519K +$32.6K +40 +7%
RPGK
2079
Retirement Planning Group (Kansas)
Kansas
$519K +$96.3K +118 +25%
FA
2080
Fountainhead AM
New Jersey
$518K -$344K -421 -42%
RCM
2081
Raleigh Capital Management
North Carolina
$518K +$39.2K +48 +9%
OPTFSNA
2082
Old Point Trust & Financial Services N A
Virginia
$517K – – –
DPI
2083
Diversified Portfolios Inc
Michigan
$517K +$24.5K +30 +5%
FCAS
2084
First Command Advisory Services
Texas
$515K +$19.6K +24 +4%
TFM
2085
TFC Financial Management
Massachusetts
$514K +$1.63K +2 +0.3%
S
2086
Sunpointe
Missouri
$512K +$42.4K +52 +10%
EA
2087
Enclave Advisors
Texas
$511K -$126K -155 -21%
ML
2088
McAdam LLC
Pennsylvania
$510K +$53.9K +66 +13%
BWM
2089
Bulltick Wealth Management
Florida
$510K +$473K +580 New
IWA
2090
Icon Wealth Advisors
Texas
$509K +$75.1K +92 +17%
AP
2091
Advisortrust Partners
North Carolina
$508K +$472K +578 New
MA
2092
Mezzasalma Advisors
New Jersey
$507K – – –
PWM
2093
Palacios Wealth Management
Florida
$506K – – –
KFA
2094
Krane Funds Advisors
New York
$505K -$100K -123 -18%
WCFA
2095
Walkner Condon Financial Advisors
Wisconsin
$505K +$8.98K +11 +2%
SWM
2096
SHP Wealth Management
Massachusetts
$504K +$468K +574 New
BIA
2097
Bigelow Investment Advisors
Maine
$504K +$58.7K +72 +14%
GIA
2098
GHP Investment Advisors
Colorado
$503K +$816 +1 +0.2%
SPI
2099
Santori & Peters Inc
Pennsylvania
$503K – – –
BO
2100
Bank OZK
Arkansas
$502K – – –
82 83
84
85 86