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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
2401
New World Advisors
Massachusetts
$312K -$27.7K -31 -8%
MM
2402
MQS Management
New York
$312K +$329K +369 New
FWA
2403
Flagship Wealth Advisors
Massachusetts
$312K -$4.46K -5 -1%
SL
2404
Summitry LLC
California
$312K -$27.7K -31 -8%
GFG
2405
Greystone Financial Group
Michigan
$310K -$1.26M -1,408 -79%
WIM
2406
Westside Investment Management
California
$310K – – –
SIC
2407
Shoker Investment Counsel
Ohio
$310K -$153K -172 -32%
PPW
2408
Parcion Private Wealth
Washington
$308K -$28.5K -32 -8%
HCMG
2409
Howard Capital Management Group
California
$308K – – –
KFI
2410
Key Financial Inc
Pennsylvania
$308K +$190K +213 +141%
MAG
2411
M3 Advisory Group
Massachusetts
$308K -$115K -129 -26%
EPW
2412
Endeavor Private Wealth
Kansas
$308K +$44.6K +50 +16%
FCM
2413
Firestone Capital Management
Florida
$307K – – –
PCM
2414
Pennsylvania Capital Management
Pennsylvania
$306K +$50.9K +57 +19%
BFM
2415
Boothbay Fund Management
New York
$306K +$323K +362 New
TWP
2416
Tempus Wealth Planning
California
$306K +$60.7K +68 +23%
GCA
2417
Gradient Capital Advisors
California
$305K – – –
PWA
2418
Pitcairn Wealth Advisors
Pennsylvania
$305K – – –
BIM
2419
Bridges Investment Management
Nebraska
$305K +$4.46K +5 +1%
ITIM
2420
Indiana Trust & Investment Management
Indiana
$305K – – –
GPA
2421
Guerra Pan Advisors
New Jersey
$305K +$98.1K +110 +44%
CCMG
2422
Connecticut Capital Management Group
Connecticut
$304K +$2.68K +3 +0.8%
BFA
2423
Brendel Financial Advisors
New Hampshire
$302K -$78.5K -88 -20%
AC
2424
Addison Capital
Pennsylvania
$301K -$112K -125 -26%
MWA
2425
Motive Wealth Advisors
Michigan
$301K +$892 +1 +0.3%
95 96
97
98 99