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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
2501
Moller Wealth Partners
$336K -$51.7K -53 -14%
SSA
2502
SSA Swiss Advisors
$336K +$324K +332 New
BPFA
2503
Barnes Pettey Financial Advisors
Mississippi
$334K – – –
FBC
2504
Fairfield, Bush & Co
Connecticut
$334K – – –
OIM
2505
Oder Investment Management
California
$333K -$80.9K -83 -20%
RTC
2506
Real Talk Capital
Tennessee
$333K – – –
KIG
2507
Kennedy Investment Group
New Jersey
$332K +$53.6K +55 +20%
PNC
2508
Park National Corp
Ohio
$331K -$136K -140 -30%
BCP
2509
Berkeley Capital Partners
Georgia
$331K +$68.2K +70 +27%
SPF
2510
South Plains Financial
Texas
$331K -$76K -78 -19%
LGG
2511
Luts & Greenleigh Group
Maryland
$330K -$14.6K -15 -4%
BFS
2512
BridgePort Financial Solutions
Iowa
$330K +$51.7K +53 +19%
ITIM
2513
Indiana Trust & Investment Management
Indiana
$329K -$34.1K -35 -10%
CPW
2514
Cove Private Wealth
New York
$329K – – –
FNFDCM
2515
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$329K – – –
ST
2516
Somerset Trust
Pennsylvania
$329K – – –
GMFG
2517
Greater Midwest Financial Group
Minnesota
$328K +$975 +1 +0.3%
LA
2518
LexAurum Advisors
Kansas
$328K +$73.1K +75 +30%
MAC
2519
Mason & Associates (California)
California
$328K +$316K +324 New
MA
2520
MW Advisory
Georgia
$328K +$316K +324 New
LWM
2521
LJI Wealth Management
Indiana
$327K -$32.2K -33 -9%
CWG
2522
Crown Wealth Group
North Carolina
$327K +$20.5K +21 +7%
BW
2523
BXM Wealth
Colorado
$327K +$25.3K +26 +9%
TI
2524
Truepoint Inc
Ohio
$327K +$315K +323 New
APW
2525
Aventura Private Wealth
Florida
$326K +$107K +110 +52%
99 100
101
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