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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
2476
Cornerstone Planning Group
New Jersey
$59.1K +$5.79K +10 +14%
JEST
2477
JTC Employer Solutions Trustee
Jersey
$59K +$104K +179 New
PMFA
2478
Plante Moran Financial Advisors
Michigan
$58.8K +$21.4K +37 +80%
TCM
2479
TruNorth Capital Management
Michigan
$58.7K – – –
FRA
2480
Front Row Advisors
California
$57.3K – – –
JFG
2481
JDM Financial Group
Texas
$56.6K -$2.9K -5 -6%
BCM
2482
Boreal Capital Management
Florida
$55.9K +$45.8K +79 New
CI
2483
Clal Insurance
Israel
$54K +$18.5K +32 +71%
CCC
2484
Chelsea Counsel Company
California
$53.1K – – –
TC
2485
Truvestments Capital
Florida
$52.6K -$15.6K -27 -27%
WBC
2486
West Branch Capital
Massachusetts
$52.4K – – –
LFASL
2487
Lugano Financial Advisors SA (LFA)
Switzerland
$51K +$41.7K +72 New
TFA
2488
Toth Financial Advisory
Virginia
$51K +$41.7K +72 New
PC
2489
Promus Capital
Illinois
$49.5K – – –
TIM
2490
Total Investment Management
Arizona
$48.8K +$40K +69 New
SIC
2491
SJS Investment Consulting
Ohio
$47.6K -$5.21K -9 -12%
HHMI
2492
Howard Hughes Medical Institute
Maryland
$47.4K +$38.8K +67 New
MBFW
2493
Morton Brown Family Wealth
Pennsylvania
$47.4K – – –
HC
2494
Hurley Capital
New York
$46K -$9.27K -16 -20%
PWA
2495
Provenance Wealth Advisors
Florida
$46K – – –
HFS
2496
Horizon Financial Services
North Carolina
$45.4K +$1.74K +3 +5%
DIP
2497
DT Investment Partners
Pennsylvania
$44.6K – – –
AP
2498
Aspect Partners
Virginia
$43.9K -$13.3K -23 -27%
ACA
2499
American Capital Advisory
Idaho
$43.9K +$5.21K +9 +17%
LWA
2500
Lowe Wealth Advisors
Maryland
$43.2K -$1.74K -3 -5%
98 99
100
101 102