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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
2501
United Community Bank
South Carolina
$43.2K – – –
MFT
2502
Moisand Fitzgerald Tamayo
Florida
$42.5K – – –
SFO
2503
Standard Family Office
South Dakota
$42.5K – – –
RF
2504
Rossby Financial
Florida
$42.5K +$23.8K +41 +216%
VWA
2505
Valued Wealth Advisors
Utah
$42.2K -$4.64K -8 -12%
AW
2506
Avion Wealth
Texas
$41K +$8.11K +14 +31%
NMG
2507
New Millennium Group
Utah
$40.7K -$2.9K -5 -8%
MSWM
2508
Mowery & Schoenfeld Wealth Management
Illinois
$39.6K – – –
MIA
2509
MeadowBrook Investment Advisors
Michigan
$38.9K +$31.9K +55 New
FFC
2510
First Financial Corp
Indiana
$38.2K – – –
RI
2511
Ridgewood Investments
New Jersey
$38.2K +$9.85K +17 +46%
PPC
2512
Park Place Capital
Alabama
$36.7K -$17.4K -30 -37%
T
2513
Tidemark
California
$36.6K +$2.32K +4 +8%
FP
2514
Financial Perspectives
Minnesota
$35.7K – – –
WA
2515
Whipplewood Advisors
Colorado
$35.4K -$32.9M -56,695 -100%
MSG
2516
Main Street Group
Virginia
$35.4K -$4.64K -8 -14%
API
2517
Asset Planning Inc
California
$35.4K – – –
APW
2518
Atlantic Private Wealth
North Carolina
$35.4K – – –
AT
2519
Avenir Tech
Hong Kong
$35.4K – – –
FUBT
2520
First United Bank & Trust
Maryland
$35.4K – – –
GK
2521
Graney & King
New York
$35.4K +$9.85K +17 +52%
GWM
2522
Gitterman Wealth Management
New Jersey
$34.9K -$364K -629 -93%
CT
2523
Clearstead Trust
Maine
$31.1K +$25.5K +44 New
CCM
2524
Chilton Capital Management
Texas
$29K -$18.5K -32 -44%
CSC
2525
Caldwell Sutter Capital
California
$28.3K -$27.2K -47 -54%
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