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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2176
Summit Wealth Partners
Florida
$540K – – –
LWM
2177
LeConte Wealth Management
Tennessee
$540K -$45.8K -47 -8%
CVM
2178
Cheviot Value Management
California
$539K – – –
PFG
2179
Prosperity Financial Group
California
$539K +$3.9K +4 +0.8%
9C
2180
9823 Capital
Texas
$539K +$520K +533 New
ST
2181
Sentinel Trust
Texas
$539K – – –
NG
2182
Novem Group
New York
$538K +$18.5K +19 +4%
OWP
2183
ORG Wealth Partners
Texas
$538K -$4.88K -5 -0.9%
AWM
2184
Atticus Wealth Management
Florida
$536K +$1.95K +2 +0.4%
FPW
2185
Flagship Private Wealth
Massachusetts
$536K – – –
EG
2186
Ellerson Group
Maryland
$535K -$4.88K -5 -0.9%
QFA
2187
Quantum Financial Advisors
California
$533K +$975 +1 +0.2%
PWG
2188
Portside Wealth Group
Utah
$532K +$6.83K +7 +1%
LEA
2189
Legacy Edge Advisors
New York
$532K -$14.6K -15 -3%
BPW
2190
Bingham Private Wealth
California
$532K +$15.6K +16 +3%
TAFW
2191
Tred Avon Family Wealth
Maryland
$532K +$24.4K +25 +5%
AEPWM
2192
Atlantic Edge Private Wealth Management
Florida
$531K -$14.6K -15 -3%
CIEC
2193
Crédit Industriel et Commercial
France
$531K -$501K -514 -49%
MEAC
2194
M.E. Allison & Co
Texas
$528K – – –
SPAS
2195
Spectrum Planning & Advisory Services
California
$528K -$375K -385 -42%
BO
2196
Bank OZK
Arkansas
$525K -$3.9K -4 -0.8%
CW
2197
Channel Wealth
California
$524K -$4.88K -5 -1%
IAMOG
2198
Investors Asset Management of Georgia
Georgia
$524K – – –
WHCI
2199
W.H. Cornerstone Investments
Massachusetts
$524K -$446K -457 -47%
SQA
2200
Simon Quick Advisors
New Jersey
$523K -$10.7K -11 -2%
86 87
88
89 90