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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2626
Cloud Capital Management
Washington
$54K +$49.6K +67 New
HHMI
2627
Howard Hughes Medical Institute
Maryland
$52.6K -$741 -1 -1%
PWA
2628
Provenance Wealth Advisors
Florida
$51.8K – – –
DIP
2629
DT Investment Partners
Pennsylvania
$50.2K – – –
HHGA
2630
Halbert Hargrove Global Advisors
California
$50.2K +$46.7K +63 New
JWM
2631
JPL Wealth Management
Colorado
$50.2K +$46.7K +63 New
RWM
2632
Raffa Wealth Management
District of Columbia
$50.2K -$64.5K -87 -58%
VWA
2633
Valued Wealth Advisors
Utah
$50K +$2.22K +3 +5%
ACA
2634
American Capital Advisory
Idaho
$49.4K – – –
AP
2635
Aspect Partners
Virginia
$48.6K -$741 -1 -2%
LWA
2636
Lowe Wealth Advisors
Maryland
$48.6K – – –
AW
2637
Avion Wealth
Texas
$48K +$1.48K +2 +3%
SFO
2638
Standard Family Office
South Dakota
$47.8K – – –
HWA
2639
Heartwood Wealth Advisors
Virginia
$45.4K +$42.2K +57 New
EP
2640
Essential Partners
California
$44.6K +$17K +23 +70%
FFC
2641
First Financial Corp
Indiana
$43K – – –
BCPWM
2642
Bradley & Co Private Wealth Management
Florida
$42.6K -$23K -31 -37%
MBFW
2643
Morton Brown Family Wealth
Pennsylvania
$42.4K -$10.4K -14 -21%
PPC
2644
Park Place Capital
Alabama
$41.4K – – –
T
2645
Tidemark
California
$41.2K – – –
FP
2646
Financial Perspectives
Minnesota
$40.2K – – –
TC
2647
Trust Company
Kansas
$39.8K -$202K -272 -84%
API
2648
Asset Planning Inc
California
$39.8K – – –
APW
2649
Atlantic Private Wealth
North Carolina
$39.8K – – –
AT
2650
Avenir Tech
Hong Kong
$39.8K – – –
104 105
106
107 108