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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
2601
Brucke Financial
Indiana
$252K -$1.63K -2 -0.7%
UF
2602
Univest Financial
Pennsylvania
$251K +$2.45K +3 +1%
CVA
2603
Central Valley Advisors
California
$251K -$75.9K -93 -25%
PA
2604
Planning Alternatives
Michigan
$251K +$233K +285 New
MWP
2605
Meridian Wealth Partners
Pennsylvania
$250K +$4.08K +5 +2%
DFA
2606
Davies Financial Advisors
California
$250K -$585K -717 -72%
SFG
2607
Sather Financial Group
Texas
$250K – – –
LFG
2608
Lazard Frères Gestion
France
$249K – – –
FGA
2609
Fortis Group Advisors
New Jersey
$249K -$20.4K -25 -9%
GWMIA
2610
Global Wealth Management Investment Advisory
Florida
$248K +$14.7K +18 +7%
SFG
2611
SageGuard Financial Group
Tennessee
$248K +$230K +282 New
PAM
2612
PVG Asset Management
Colorado
$246K +$16.3K +20 +8%
SC
2613
Sapient Capital
Indiana
$246K +$227K +278 New
OWM
2614
Orca Wealth Management
Florida
$245K – – –
OAS
2615
Optivise Advisory Services
Tennessee
$245K +$228K +279 New
GAM
2616
Gemmer Asset Management
California
$245K -$44.1K -54 -16%
FWM
2617
Forefront Wealth Management
Pennsylvania
$245K -$2.45K -3 -1%
RWI
2618
Red Wave Investments
Pennsylvania
$245K +$6.53K +8 +3%
SCM
2619
Stonehearth Capital Management
Massachusetts
$244K -$4.08K -5 -2%
JESC
2620
J.E. Simmons & Co
Texas
$244K +$227K +278 New
BW
2621
BXM Wealth
Colorado
$243K +$226K +277 New
AFA
2622
Allium Financial Advisors
Oregon
$243K – – –
AFTS
2623
American Financial & Tax Strategies
New York
$243K – – –
FCA
2624
FLC Capital Advisors
California
$243K – – –
RMP
2625
Richards, Merrill & Peterson
Washington
$243K +$226K +277 New
103 104
105
106 107