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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
2151
ORG Wealth Partners
Texas
$453K -$60.7K -68 -11%
MA
2152
MJP Associates
Connecticut
$452K +$21.4K +24 +5%
EG
2153
Ellerson Group
Maryland
$452K -$892 -1 -0.2%
SWP
2154
Summit Wealth Partners
Florida
$452K +$476K +534 New
OAM
2155
Occidental Asset Management
California
$451K -$6.25K -7 -1%
ST
2156
Sentinel Trust
Texas
$451K – – –
CVM
2157
Cheviot Value Management
California
$451K – – –
JFGLC
2158
Johnson Financial Group LLC (Colorado)
Colorado
$451K +$111K +124 +30%
EWA
2159
Eagle Wealth Advisors
Connecticut
$450K +$5.35K +6 +1%
FPW
2160
Flagship Private Wealth
Massachusetts
$448K – – –
PFG
2161
Prosperity Financial Group
California
$448K +$57.1K +64 +14%
AWM
2162
Atticus Wealth Management
Florida
$447K -$337K -378 -42%
AU
2163
AlphaGrep UK
$447K +$471K +528 New
SQA
2164
Simon Quick Advisors
New Jersey
$447K -$255K -286 -35%
SIS
2165
Sound Income Strategies
Florida
$446K +$4.46K +5 +1%
QFA
2166
Quantum Financial Advisors
California
$445K -$892 -1 -0.2%
SWM
2167
SHP Wealth Management
Massachusetts
$444K -$43.7K -49 -9%
SLT
2168
St Louis Trust
Missouri
$443K – – –
WCFA
2169
Walkner Condon Financial Advisors
Wisconsin
$442K -$45.5K -51 -9%
CW
2170
Channel Wealth
California
$442K +$892 +1 +0.2%
BO
2171
Bank OZK
Arkansas
$442K -$42.8K -48 -8%
E
2172
Entelevest
Florida
$442K +$46.4K +52 +11%
MEAC
2173
M.E. Allison & Co
Texas
$442K – – –
CWA
2174
Clarus Wealth Advisors
Arizona
$440K +$82.1K +92 +22%
PWG
2175
Portside Wealth Group
Utah
$439K +$47.3K +53 +11%
85 86
87
88 89