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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
2101
SageView Advisory Group
California
– -$505K -1,306 Closed
TAM
2102
Trillium Asset Management
Massachusetts
– -$491K -1,273 Closed
MWM
2103
Meridian Wealth Management
Kentucky
– -$466K -1,207 Closed
VH
2104
Visionary Horizons
Tennessee
– -$464K -1,203 Closed
AW
2105
Apricus Wealth
South Carolina
– -$438K -1,135 Closed
BB
2106
Bell Bank
North Dakota
– -$400K -1,037 Closed
IWA
2107
IBEX Wealth Advisors
New Jersey
– -$225K -1,000 Closed
GWS
2108
Glassman Wealth Services
Virginia
– -$365K -946 Closed
CFO
2109
Callan Family Office
Pennsylvania
– -$361K -937 Closed
RIM
2110
Redwood Investment Management
Arizona
– -$320K -830 Closed
CPRC
2111
Consolidated Portfolio Review Corp
New York
– -$302K -784 Closed
AIM
2112
Aigen Investment Management
New York
– -$298K -773 Closed
CCM
2113
Canal Capital Management
Virginia
– -$280K -726 Closed
AO
2114
Advisor OS
Illinois
– -$279K -724 Closed
KA
2115
KLCM Advisors
Wisconsin
– -$270K -700 Closed
DC
2116
Diametric Capital
Massachusetts
– -$241K -624 Closed
RFWA
2117
RPg Family Wealth Advisory
Massachusetts
– -$241K -624 Closed
CCM
2118
Carlson Capital Management
Minnesota
– -$240K -621 Closed
KA
2119
Kure Advisory
Minnesota
– -$237K -614 Closed
PE
2120
Point72 Europe
United Kingdom
– -$234K -606 Closed
CWM
2121
Curi Wealth Management
North Carolina
– -$233K -604 Closed
BC
2122
Bridgefront Capital
Texas
– -$224K -581 Closed
WA
2123
WBH Advisory
Maryland
– -$220K -570 Closed
MIA
2124
MainStreet Investment Advisors
Illinois
– -$216K -560 Closed
APWA
2125
Atlas Private Wealth Advisors
New Jersey
– -$216K -559 Closed