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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2126
Wallace Capital Management
Texas
$363K – – –
WP
2127
Westmount Partners
California
$361K +$741 +1 +0.2%
OIM
2128
Oder Investment Management
California
$359K -$14.8K -20 -4%
CWM
2129
Cherrydale Wealth Management
New Jersey
$359K – – –
BI
2130
Beckerman Institutional
New Jersey
$358K – – –
BCM
2131
Boltwood Capital Management
California
$358K +$3.71K +5 +1%
FG
2132
Foster Group
Iowa
$357K +$13.3K +18 +4%
EBWM
2133
Eagle Bluffs Wealth Management
Missouri
$357K – – –
TAA
2134
TB Alternative Assets
Cayman Islands
$356K -$1.15M -1,553 -78%
CP
2135
CenterBook Partners
Connecticut
$356K +$331K +447 New
CA
2136
Continuum Advisory
Idaho
$355K -$38.5K -52 -10%
IC
2137
Iconiq Capital
California
$354K -$1.09M -1,468 -77%
LNB
2138
Ledyard National Bank
$354K +$5.93K +8 +2%
WWM
2139
Westwood Wealth Management
California
$354K +$37K +50 +13%
HDIM
2140
Hanson & Doremus Investment Management
Vermont
$354K -$38.5K -52 -10%
AWE
2141
Avidian Wealth Enterprises
Texas
$354K +$78.5K +106 +31%
CFS
2142
Commonwealth Financial Services
West Virginia
$354K +$23K +31 +8%
AB
2143
Atlas Brown
Kentucky
$353K – – –
SSW
2144
Smith Shellnut Wilson
Mississippi
$353K +$328K +443 New
AG
2145
Algert Global
California
$352K +$328K +442 New
CA
2146
Crewe Advisors
Utah
$351K +$83K +112 +34%
BSSFA
2147
Baron Silver Stevens Financial Advisors
Florida
$351K +$25.2K +34 +8%
FWA
2148
Flagship Wealth Advisors
Massachusetts
$351K – – –
CFS
2149
Coordinated Financial Services
Colorado
$350K -$72.6K -98 -18%
LIA
2150
Lynx Investment Advisory
District of Columbia
$349K – – –
84 85
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