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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
2526
Kellett Wealth Advisors
Ohio
$275K +$255K +313 New
IF
2527
Intrua Financial
Texas
$275K -$182K -223 -42%
VIP
2528
Vista Investment Partners
Oklahoma
$274K – – –
RWM
2529
Rockline Wealth Management
New York
$273K – – –
TCMP
2530
Thrive Capital Management (Pennsylvania)
Pennsylvania
$273K +$26.1K +32 +12%
FBC
2531
Fairfield, Bush & Co
Connecticut
$272K – – –
PRRFG
2532
Paul R. Ried Financial Group
Washington
$272K – – –
RMF
2533
Red Mountain Financial
Colorado
$272K – – –
PWP
2534
Parkwoods Wealth Partners
New York
$272K -$18.8K -23 -7%
TBWA
2535
Three Bridge Wealth Advisors
California
$272K – – –
SAMT
2536
Select Asset Management & Trust
Pennsylvania
$271K -$126K -154 -33%
DA
2537
Detalus Advisors
Missouri
$271K – – –
FWP
2538
Flatrock Wealth Partners
California
$271K +$251K +308 New
AFG
2539
Allegheny Financial Group
Pennsylvania
$270K +$1.63K +2 +0.7%
IWA
2540
Inspirion Wealth Advisors
Illinois
$269K +$250K +306 New
LF
2541
LifeSteps Financial
California
$269K +$8.16K +10 +3%
CWA
2542
Crux Wealth Advisors
California
$269K +$1.63K +2 +0.7%
BWP
2543
Barlow Wealth Partners
Kentucky
$269K – – –
GSWM
2544
Golden State Wealth Management
California
$268K – – –
PCM
2545
Pennsylvania Capital Management
Pennsylvania
$268K -$2.45K -3 -1%
BONH
2546
Bank of New Hampshire
New Hampshire
$268K +$12.2K +15 +5%
AGC
2547
Aspen Grove Capital
Colorado
$267K -$44.9K -55 -15%
WWM
2548
Wolff Wiese Magana
California
$267K -$15.5K -19 -6%
ACM
2549
Armbruster Capital Management
New York
$267K – – –
WA
2550
Wealth Architects
California
$267K – – –
100 101
102
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