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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
LTAS
2101
Linden Thomas Advisory Services
North Carolina
$597K +$80.9K +83 +16%
RIA
2102
Regal Investment Advisors
Michigan
$596K -$37K -38 -6%
OPTFSNA
2103
Old Point Trust & Financial Services N A
Virginia
$595K – – –
JC
2104
JM2 Capital
Oklahoma
$595K +$22.4K +23 +4%
SPWM
2105
Spartan Planning & Wealth Management
North Carolina
$594K +$253K +259 +79%
LCA
2106
Legend Capital Advisors
New York
$594K -$97.5K -100 -15%
FCAS
2107
First Command Advisory Services
Texas
$593K -$59.5K -61 -9%
FCG
2108
Fielder Capital Group
Tennessee
$592K +$2.92K +3 +0.5%
SP
2109
Stablepoint Partners
Massachusetts
$590K -$71.2K -73 -11%
FAOAI
2110
Fund Advisors of America Inc
Florida
$585K -$5.85K -6 -1%
SCS
2111
Sound Capital Solutions
Florida
$585K +$564K +578 New
FCA
2112
FLC Capital Advisors
California
$584K – – –
CP
2113
Castleview Partners
Texas
$583K +$1.95K +2 +0.3%
SPI
2114
Santori & Peters Inc
Pennsylvania
$579K – – –
AA
2115
Aire Advisors
California
$578K +$20.5K +21 +4%
BPW
2116
BlueDoor Private Wealth
Massachusetts
$578K -$20.5K -21 -4%
LI
2117
Louisbourg Investments
New Brunswick, Canada
$577K +$5.85K +6 +0.8%
WAG
2118
Winthrop Advisory Group
Massachusetts
$576K +$97.5K +100 +21%
TF
2119
Tudor Financial
Ohio
$576K +$26.3K +27 +5%
CCM
2120
Canal Capital Management
Virginia
$574K +$30.2K +31 +6%
VFG
2121
V2 Financial group
Illinois
$574K – – –
GKFF
2122
George Kaiser Family Foundation
Oklahoma
$573K +$553K +567 New
PGCM
2123
Prescott Group Capital Management
Oklahoma
$573K +$553K +567 New
AFG
2124
ABLE Financial Group
Arizona
$572K +$1.95K +2 +0.4%
S
2125
Sunpointe
Missouri
$572K -$32.2K -33 -6%
83 84
85
86 87