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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
2126
Clear Creek Financial Management
Washington
$480K +$30.2K +37 +7%
GWM
2127
Greenline Wealth Management
Florida
$479K +$445K +545 New
SFG
2128
Sovereign Financial Group
Connecticut
$479K +$60.4K +74 +16%
KFG
2129
Kingdom Financial Group
Arizona
$478K +$100K +123 +29%
CM
2130
Capula Management
Cayman Islands
$478K -$233K -285 -34%
FDDB
2131
Fidelity D&D Bancorp
Pennsylvania
$477K -$8.16K -10 -2%
TF
2132
Tudor Financial
Ohio
$477K +$13.1K +16 +3%
OAM
2133
Occidental Asset Management
California
$476K +$194K +238 +79%
SGK
2134
Steigerwald Gordon & Koch
Virginia
$475K +$816 +1 +0.2%
TWM
2135
Tripletail Wealth Management
Florida
$475K +$12.2K +15 +3%
MCM
2136
Morton Capital Management
California
$474K +$4.9K +6 +1%
SIC
2137
Shoker Investment Counsel
Ohio
$473K – – –
BBPWM
2138
Blue Bell Private Wealth Management
Pennsylvania
$473K -$80.8K -99 -16%
PFG
2139
PAX Financial Group
Texas
$471K +$88.9K +109 +26%
EG
2140
Ellerson Group
Maryland
$470K – – –
ST
2141
Sentinel Trust
Texas
$469K – – –
AEPWM
2142
Atlantic Edge Private Wealth Management
Florida
$468K +$9.79K +12 +2%
GDP
2143
Great Diamond Partners
Maine
$466K +$9.79K +12 +2%
FPW
2144
Flagship Private Wealth
Massachusetts
$465K -$12.2K -15 -3%
SB
2145
Strategic Blueprint
Georgia
$464K -$925K -1,134 -68%
MFC
2146
Morris Financial Concepts
South Carolina
$463K -$3.26K -4 -0.8%
QFA
2147
Quantum Financial Advisors
California
$463K +$816 +1 +0.2%
EWA
2148
Eagle Wealth Advisors
Connecticut
$462K +$429K +526 New
CCAL
2149
City Center Advisors LLC
Michigan
$461K +$4.9K +6 +1%
MWM
2150
MinichMacGregor Wealth Management
New York
$461K +$428K +524 New
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86
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