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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
2651
Mowery & Schoenfeld Wealth Management
Illinois
$39K -$5.19K -7 -13%
DWM
2652
Dogwood Wealth Management
Kansas
$39K +$8.15K +11 +29%
SA
2653
Seneschal Advisors
Washington
$37.4K +$34.8K +47 New
TWD
2654
True Wealth Design
Ohio
$36.1K +$17.8K +24 +114%
CT
2655
Clearstead Trust
Maine
$35K – – –
BHWM
2656
Bay Harbor Wealth Management
Maryland
$34.3K +$3.71K +5 +13%
PSFG
2657
Park Square Financial Group
Georgia
$32.7K -$130K -175 -81%
BI
2658
Binnacle Investments
Iowa
$32.7K +$1.48K +2 +5%
NMG
2659
New Millennium Group
Utah
$32.1K -$12.6K -17 -30%
EWP
2660
Elevation Wealth Partners
California
$31.9K +$14.8K +20 +100%
CSC
2661
Caldwell Sutter Capital
California
$31.9K – – –
MWA
2662
Medallion Wealth Advisors
Connecticut
$31.9K – – –
AFG
2663
Albion Financial Group
Utah
$31.9K +$2.22K +3 +8%
FGAM
2664
Financial Gravity Asset Management
Texas
$31.3K +$28.9K +39 New
CTC
2665
Corundum Trust Company
South Dakota
$28.7K +$26.7K +36 New
FPB
2666
First PREMIER Bank
South Dakota
$28K +$25.9K +35 New
FCT
2667
First Community Trust
Iowa
$27.1K – – –
CCM
2668
Copeland Capital Management
Pennsylvania
$27.1K – – –
HCA
2669
Harbor Capital Advisors
Illinois
$26K +$24.5K +33 New
BTC
2670
Bank & Trust Company
Illinois
$25.5K – – –
BFS
2671
Bare Financial Services
Pennsylvania
$23.9K +$4.45K +6 +25%
Q1WB
2672
Quest 10 Wealth Builders
Virginia
$22.4K -$5.93K -8 -22%
WAS
2673
Winch Advisory Services
Wisconsin
$22.4K +$20.7K +28 New
CFFP
2674
Center for Financial Planning
Michigan
$22.3K – – –
RTL
2675
Red Tortoise LLC
Georgia
$21.7K – – –
105 106
107
108 109