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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
JJBC
2101
James J. Burns & Company
New York
$495K +$816 +1 +0.2%
GEA
2102
Glen Eagle Advisors
New Jersey
$494K -$242K -296 -34%
AAMC
2103
Asset Allocation & Management Company
Illinois
$494K – – –
SMA
2104
Seven Mile Advisory
New Jersey
$494K -$365K -447 -44%
SIS
2105
Sound Income Strategies
Florida
$493K +$292K +358 +231%
AO
2106
Advisor OS
Illinois
$493K -$65.3K -80 -13%
LEA
2107
Legacy Edge Advisors
New York
$491K -$25.3K -31 -5%
AFG
2108
ABLE Financial Group
Arizona
$491K – – –
PWM
2109
Pursuit Wealth Management
Florida
$490K +$455K +558 New
JC
2110
JM2 Capital
Oklahoma
$490K +$454K +557 New
RWM
2111
RKL Wealth Management
Pennsylvania
$489K -$172K -211 -27%
LWM
2112
LeConte Wealth Management
Tennessee
$489K +$59.6K +73 +15%
VC
2113
Vicus Capital
Pennsylvania
$489K -$295K -361 -39%
GHAM
2114
Gilman Hill Asset Management
Connecticut
$489K -$198K -243 -30%
RCM
2115
Requisite Capital Management
Texas
$488K +$131K +160 +41%
CP
2116
Castleview Partners
Texas
$488K – – –
HC
2117
Hara Capital
Washington
$488K – – –
TPWA
2118
Twin Peaks Wealth Advisors
California
$486K -$108K -132 -20%
SCM
2119
Saxony Capital Management
Missouri
$486K -$104K -127 -19%
CG
2120
CFO4Life Group
Texas
$486K -$14.7K -18 -3%
ACM
2121
Accent Capital Management
Ohio
$483K -$29.4K -36 -6%
AIMA
2122
Ables Iannone Moore & Associates
Georgia
$482K – – –
BPW
2123
BlueDoor Private Wealth
Massachusetts
$482K +$447K +548 New
GC
2124
Garde Capital
Washington
$481K -$15.5K -19 -3%
CCM
2125
Canal Capital Management
Virginia
$481K +$44.1K +54 +11%
83 84
85
86 87