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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
AB
2126
Atlas Brown
Kentucky
$242K – – –
SP
2127
Successful Portfolios
Florida
$242K – – –
PP
2128
Patron Partners
Texas
$242K +$267K +443 New
BWM
2129
Birchcreek Wealth Management
Ohio
$241K +$1.2K +2 +0.5%
RWA
2130
Redhawk Wealth Advisors
Minnesota
$241K -$10.2K -17 -4%
HAIM
2131
Hunter Associates Investment Management
Pennsylvania
$240K – – –
NS
2132
NBC Securities
Alabama
$240K +$265K +441 New
EC
2133
EntryPoint Capital
New York
$239K +$263K +437 New
CHC
2134
City Holding Co
West Virginia
$239K +$62K +103 +31%
CFS
2135
Commonwealth Financial Services
West Virginia
$238K +$262K +436 New
LWM
2136
Laidlaw Wealth Management
New York
$238K -$62.6K -104 -19%
BCM
2137
Boltwood Capital Management
California
$238K – – –
SWM
2138
SFG Wealth Management
Maryland
$238K – – –
LFP
2139
Lakeshore Financial Planning
Michigan
$238K +$22.3K +37 +9%
SIMG
2140
Sonora Investment Management Group
Arizona
$237K +$15K +25 +6%
MSWM
2141
McGlone Suttner Wealth Management
Wisconsin
$237K +$261K +434 New
MSA
2142
Marino Stram & Associates
Massachusetts
$237K -$9.03K -15 -3%
TPWA
2143
Twin Peaks Wealth Advisors
California
$236K +$30.7K +51 +12%
SHFA
2144
SC&H Financial Advisors
Maryland
$235K – – –
FWA
2145
Flagship Wealth Advisors
Massachusetts
$235K +$142K +236 +121%
TWM
2146
TCFG Wealth Management
California
$235K +$16.2K +27 +7%
CF
2147
Cyr Financial
Illinois
$234K – – –
BOSSRA
2148
B.O.S.S. Retirement Advisors
Utah
$234K -$23.5K -39 -8%
NG
2149
Novem Group
New York
$234K -$15K -25 -6%
FAM
2150
Flaharty Asset Management
Florida
$233K +$3.01K +5 +1%
84 85
86
87 88