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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
NMG
2101
New Millennium Group
Utah
$43.8K -$2.65M -5,408 -98%
PPC
2102
Park Place Capital
Alabama
$42.6K – – –
CWM
2103
Compass Wealth Management
Connecticut
$42.1K – – –
JFG
2104
JDM Financial Group
Texas
$42.1K +$41.6K +85 New
CAS
2105
Coppell Advisory Solutions
Texas
$41.4K -$54.8K -112 -57%
TCG
2106
Transcendent Capital Group
Oklahoma
$41.1K -$24.5K -50 -38%
TCM
2107
TruNorth Capital Management
Michigan
$41.1K +$4.4K +9 +12%
AP
2108
Atwood & Palmer
Missouri
$40.6K – – –
FRA
2109
Front Row Advisors
California
$40.1K -$19.6K -40 -33%
TCM
2110
Tributary Capital Management
Nebraska
$39.6K – – –
TVWM
2111
Tower View Wealth Management
Wisconsin
$38.6K – – –
CSC
2112
Caldwell Sutter Capital
California
$38.1K -$196K -400 -84%
IWP
2113
IAG Wealth Partners
Wisconsin
$38.1K – – –
CPA
2114
Capital Performance Advisors
California
$38.1K +$37.7K +77 New
CTB
2115
Country Trust Bank
Illinois
$37.1K +$36.7K +75 New
AP
2116
Aspect Partners
Virginia
$35.2K +$8.8K +18 +34%
BFPW
2117
BOK Financial Private Wealth
Colorado
$34.7K -$56.7K -116 -62%
FAM
2118
Flaharty Asset Management
Florida
$34.7K +$34.2K +70 New
TC
2119
Truvestments Capital
Florida
$34.3K +$33.7K +69 New
RWM
2120
Raffa Wealth Management
District of Columbia
$34.2K -$9.78K -20 -22%
BTC
2121
Bank & Trust Company
Illinois
$34.2K -$8.8K -18 -21%
PWA
2122
Provenance Wealth Advisors
Florida
$32.2K – – –
SIS
2123
Sound Income Strategies
Florida
$31.3K – – –
DIP
2124
DT Investment Partners
Pennsylvania
$31.2K +$16.1K +33 +110%
T
2125
Tidemark
California
$31K -$489 -1 -2%
83 84
85
86 87