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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2101
Cynosure Group
Utah
$502K +$466K +571 New
CVM
2102
Cheviot Value Management
California
$499K – – –
BFG
2103
Beacon Financial Group
Texas
$499K +$4.9K +6 +1%
FMC
2104
First Merchants Corp
Indiana
$496K -$18.8K -23 -4%
RA
2105
Rational Advisors
New York
$495K -$724K -887 -61%
JJBC
2106
James J. Burns & Company
New York
$495K +$816 +1 +0.2%
GEA
2107
Glen Eagle Advisors
New Jersey
$494K -$242K -296 -34%
AAMC
2108
Asset Allocation & Management Company
Illinois
$494K – – –
SMA
2109
Seven Mile Advisory
New Jersey
$494K -$365K -447 -44%
SIS
2110
Sound Income Strategies
Florida
$493K +$292K +358 +231%
AO
2111
Advisor OS
Illinois
$493K -$65.3K -80 -13%
LEA
2112
Legacy Edge Advisors
New York
$491K -$25.3K -31 -5%
AFG
2113
ABLE Financial Group
Arizona
$491K – – –
RA
2114
Range Advisory
Virginia
$491K +$455K +558 New
PWM
2115
Pursuit Wealth Management
Florida
$490K +$455K +558 New
JC
2116
JM2 Capital
Oklahoma
$490K +$454K +557 New
RWM
2117
RKL Wealth Management
Pennsylvania
$489K -$172K -211 -27%
LWM
2118
LeConte Wealth Management
Tennessee
$489K +$59.6K +73 +15%
VC
2119
Vicus Capital
Pennsylvania
$489K -$295K -361 -39%
GHAM
2120
Gilman Hill Asset Management
Connecticut
$489K -$198K -243 -30%
RCM
2121
Requisite Capital Management
Texas
$488K +$131K +160 +41%
CP
2122
Castleview Partners
Texas
$488K – – –
HC
2123
Hara Capital
Washington
$488K – – –
TPWA
2124
Twin Peaks Wealth Advisors
California
$486K -$108K -132 -20%
SCM
2125
Saxony Capital Management
Missouri
$486K -$104K -127 -19%
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