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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
2651
Symmetry Partners
Connecticut
$235K -$25.3K -31 -10%
WI
2652
Wedgewood Investors
Pennsylvania
$234K – – –
WJA
2653
Willis Johnson & Associates
Texas
$233K +$4.9K +6 +2%
EGM
2654
Engineers Gate Manager
New York
$233K -$174K -213 -45%
PP
2655
Postrock Partners
Oregon
$233K – – –
CWS
2656
Confluence Wealth Services
Pennsylvania
$232K +$215K +264 New
WF
2657
Wayfinding Financial
Washington
$232K +$215K +264 New
SAA
2658
Southeast Asset Advisors
Georgia
$231K – – –
BAM
2659
Byrne Asset Management
New Jersey
$230K -$27.7K -34 -11%
LWP
2660
LeClair Wealth Partners
Ohio
$230K – – –
EW
2661
Elyxium Wealth
California
$229K +$213K +261 New
SWM
2662
Stockman Wealth Management
Montana
$229K – – –
SPI
2663
Sutton Place Investors
New York
$229K +$7.34K +9 +4%
AT
2664
Adelphi Trust
Florida
$229K +$213K +261 New
WF
2665
WealthPoint Financial
North Carolina
$229K +$213K +261 New
MPW
2666
Magnolia Private Wealth
Pennsylvania
$229K – – –
FFG
2667
Fortem Financial Group
California
$229K -$1.63K -2 -0.8%
SWG
2668
Summit Wealth Group
Vermont
$228K +$211K +259 New
EWA
2669
Exit Wealth Advisors
Georgia
$227K – – –
WSWA
2670
Warren Street Wealth Advisors
California
$227K -$28.6K -35 -12%
LIA
2671
LifePlan Investment Advisors
North Carolina
$227K +$211K +258 New
RF
2672
Roxbury Financial
New Jersey
$226K -$15.5K -19 -7%
PCA
2673
Purkiss Capital Advisors
Connecticut
$226K +$816 +1 +0.4%
HBT
2674
Heartland Bank & Trust
Illinois
$226K -$1.23M -1,502 -85%
GIA
2675
Guyasuta Investment Advisors
Pennsylvania
$226K +$816 +1 +0.4%
105 106
107
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