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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
RT
2126
Rockland Trust
Massachusetts
$465K +$26.8K +30 +6%
AA
2127
Aire Advisors
California
$465K +$491K +550 New
AIMA
2128
Ables Iannone Moore & Associates
Georgia
$464K – – –
GC
2129
Garde Capital
Washington
$463K – – –
FH
2130
FWG Holdings
Florida
$463K -$573K -642 -55%
NP
2131
Ninepoint Partners
Ontario, Canada
$463K -$90.1K -101 -16%
WWM
2132
Westwood Wealth Management
California
$461K +$486K +545 New
TF
2133
Tudor Financial
Ohio
$460K – – –
SPG
2134
Strategic Planning Group
Utah
$459K -$13M -14,628 -96%
GA
2135
GFS Advisors
Texas
$459K -$66K -74 -12%
FDDB
2136
Fidelity D&D Bancorp
Pennsylvania
$459K – – –
CA
2137
Claro Advisors
Massachusetts
$459K +$66K +74 +16%
LEA
2138
Legacy Edge Advisors
New York
$458K -$16.1K -18 -3%
AEPWM
2139
Atlantic Edge Private Wealth Management
Florida
$457K +$7.14K +8 +2%
RWA
2140
Rooted Wealth Advisors
Illinois
$456K +$103K +116 +32%
BWM
2141
Baron Wealth Management
Michigan
$455K -$152K -170 -24%
AG
2142
AmeriFlex Group
Nevada
$455K +$41K +46 +9%
SFG
2143
Sovereign Financial Group
Connecticut
$454K -$7.14K -8 -1%
CFS
2144
Coordinated Financial Services
Colorado
$453K +$30.3K +34 +7%
CCM
2145
Canal Capital Management
Virginia
$453K -$9.81K -11 -2%
OWP
2146
ORG Wealth Partners
Texas
$453K -$60.7K -68 -11%
MA
2147
MJP Associates
Connecticut
$452K +$21.4K +24 +5%
EG
2148
Ellerson Group
Maryland
$452K -$892 -1 -0.2%
SWP
2149
Summit Wealth Partners
Florida
$452K +$476K +534 New
OAM
2150
Occidental Asset Management
California
$451K -$6.25K -7 -1%
84 85
86
87 88