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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
2101
Successful Portfolios
Florida
$312K -$1.16K -2 -0.5%
FWA
2102
Flagship Wealth Advisors
Massachusetts
$312K +$5.79K +10 +2%
BFA
2103
Brendel Financial Advisors
New Hampshire
$312K +$256K +441 New
CFG
2104
Carr Financial Group
Massachusetts
$312K +$255K +440 New
LIA
2105
Lynx Investment Advisory
District of Columbia
$311K +$11.6K +20 +5%
AWM
2106
Aprio Wealth Management
Georgia
$310K +$254K +438 New
RWA
2107
Redhawk Wealth Advisors
Minnesota
$310K -$1.74K -3 -0.7%
LNB
2108
Ledyard National Bank
$309K -$18.5K -32 -7%
BOSSRA
2109
B.O.S.S. Retirement Advisors
Utah
$309K +$4.64K +8 +2%
HAIM
2110
Hunter Associates Investment Management
Pennsylvania
$308K -$2.9K -5 -1%
LFP
2111
Lakeshore Financial Planning
Michigan
$308K – – –
SWM
2112
SFG Wealth Management
Maryland
$308K – – –
BWM
2113
Boyd Wealth Management
California
$308K +$252K +435 New
SFG
2114
Sovereign Financial Group
Connecticut
$307K +$38.2K +66 +18%
DOA
2115
D'Orazio & Associates
Virginia
$306K -$41.7K -72 -14%
CFG
2116
Carter Financial Group
Illinois
$305K +$251K +433 New
FG
2117
Foster Group
Iowa
$304K -$48.1K -83 -16%
AWA
2118
Archvest Wealth Advisors
California
$304K +$12.7K +22 +5%
WAG
2119
Winthrop Advisory Group
Massachusetts
$303K +$8.11K +14 +3%
EFH
2120
Eaton Financial Holdings
Florida
$303K +$248K +428 New
SIMG
2121
Sonora Investment Management Group
Arizona
$302K -$5.21K -9 -2%
BAM
2122
Blueshift Asset Management
New Jersey
$302K -$364K -629 -60%
KOC
2123
Koss-Olinger Consulting
Florida
$301K -$1.16K -2 -0.5%
RAM
2124
Ramirez Asset Management
New York
$301K -$29K -50 -11%
CWA
2125
Clarus Wealth Advisors
Arizona
$301K -$28.4K -49 -10%
83 84
85
86 87