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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2401
TABR Capital Management
California
$236K +$217K +293 New
LF
2402
LifeSteps Financial
California
$236K -$36.3K -49 -14%
BAM
2403
Byrne Asset Management
New Jersey
$236K +$2.22K +3 +1%
FRM
2404
Fox Run Management
Connecticut
$236K +$219K +296 New
KIM
2405
Kestra Investment Management
Texas
$235K -$741 -1 -0.3%
MWM
2406
Manske Wealth Management
Texas
$235K -$7.41K -10 -3%
BWP
2407
Baldwin Wealth Partners
Massachusetts
$234K -$8.15K -11 -4%
MFC
2408
Mechanics Financial Corp
Ohio
$234K – – –
ORI
2409
Oak Ridge Investments
Illinois
$234K +$218K +294 New
WSWA
2410
Warren Street Wealth Advisors
California
$233K – – –
BC
2411
Barrett & Company
Rhode Island
$233K +$1.48K +2 +0.7%
PCMM
2412
Piedmont Capital Management (Montana)
Montana
$232K – – –
SHA
2413
Seneca House Advisors
Virginia
$232K – – –
SPA
2414
Sherbrooke Park Advisers
New York
$232K -$302K -408 -58%
AGP
2415
Autumn Glory Partners
Texas
$232K – – –
KA
2416
KLCM Advisors
Wisconsin
$232K – – –
PWMG
2417
Private Wealth Management Group
New Jersey
$232K +$22.2K +30 +11%
HI
2418
Hendershot Investments
Virginia
$231K – – –
BONH
2419
Bank of New Hampshire
New Hampshire
$231K +$14.8K +20 +7%
PA
2420
Promethium Advisors
Maryland
$231K +$215K +290 New
NG
2421
Northstar Group
New York
$230K – – –
OCM
2422
Orion Capital Management
California
$230K – – –
FGA
2423
Fortis Group Advisors
New Jersey
$229K +$9.63K +13 +5%
TFA
2424
Tobias Financial Advisors
Florida
$229K – – –
GWSG
2425
GPS Wealth Strategies Group
Colorado
$229K – – –
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