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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
2126
Requisite Capital Management
Texas
$469K -$892 -1 -0.2%
MA
2127
Mezzasalma Advisors
New Jersey
$469K – – –
MFGM
2128
Marshall Financial Group (Maryland)
Maryland
$469K +$30.3K +34 +7%
AWM
2129
Activest Wealth Management
Florida
$466K -$141K -158 -22%
ACM
2130
Accent Capital Management
Ohio
$465K – – –
RT
2131
Rockland Trust
Massachusetts
$465K +$26.8K +30 +6%
AA
2132
Aire Advisors
California
$465K +$491K +550 New
AIMA
2133
Ables Iannone Moore & Associates
Georgia
$464K – – –
GC
2134
Garde Capital
Washington
$463K – – –
FH
2135
FWG Holdings
Florida
$463K -$573K -642 -55%
NP
2136
Ninepoint Partners
Ontario, Canada
$463K -$90.1K -101 -16%
WWM
2137
Westwood Wealth Management
California
$461K +$486K +545 New
TF
2138
Tudor Financial
Ohio
$460K – – –
SPG
2139
Strategic Planning Group
Utah
$459K -$13M -14,628 -96%
GA
2140
GFS Advisors
Texas
$459K -$66K -74 -12%
FDDB
2141
Fidelity D&D Bancorp
Pennsylvania
$459K – – –
CA
2142
Claro Advisors
Massachusetts
$459K +$66K +74 +16%
LEA
2143
Legacy Edge Advisors
New York
$458K -$16.1K -18 -3%
AEPWM
2144
Atlantic Edge Private Wealth Management
Florida
$457K +$7.14K +8 +2%
RWA
2145
Rooted Wealth Advisors
Illinois
$456K +$103K +116 +32%
BWM
2146
Baron Wealth Management
Michigan
$455K -$152K -170 -24%
AG
2147
AmeriFlex Group
Nevada
$455K +$41K +46 +9%
SFG
2148
Sovereign Financial Group
Connecticut
$454K -$7.14K -8 -1%
CFS
2149
Coordinated Financial Services
Colorado
$453K +$30.3K +34 +7%
CCM
2150
Canal Capital Management
Virginia
$453K -$9.81K -11 -2%
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86
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