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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
2701
SJS Investment Consulting
Ohio
$207K +$109K +122 +99%
EIA
2702
Eastover Investment Advisors
North Carolina
$207K -$8.92K -10 -4%
5SA
2703
5th Street Advisors
Connecticut
$207K – – –
FGWP
2704
Founders Grove Wealth Partners
Virginia
$207K +$892 +1 +0.4%
AW
2705
Alchemi Wealth
Connecticut
$206K -$8.92K -10 -4%
DF
2706
Downshift Financial
Colorado
$206K -$5.35K -6 -3%
MCM
2707
MontVue Capital Management
Virginia
$206K -$71.4K -80 -25%
FB
2708
Finward Bancorp
Indiana
$206K – – –
IDA
2709
Intelligence Driven Advisers
California
$205K +$216K +242 New
IAS
2710
Integrity Advisory Solutions
Texas
$204K +$215K +241 New
IIC
2711
Ironwood Investment Counsel
Arizona
$203K -$30.3K -34 -12%
NA
2712
Nautilus Advisors
California
$203K -$82.1K -92 -28%
LFA
2713
Laraway Financial Advisors
Minnesota
$203K -$89.2K -100 -29%
MCM
2714
M1 Capital Management
Michigan
$203K -$4.46K -5 -2%
RWP
2715
Ridgecrest Wealth Partners
California
$203K – – –
IWP
2716
Insight Wealth Partners
Texas
$203K +$214K +240 New
WAM
2717
Worth Asset Management
Texas
$202K -$609K -683 -74%
AOWM
2718
Alpha Omega Wealth Management
Virginia
$202K -$1.78K -2 -0.8%
SAS
2719
Stelac Advisory Services
New York
$202K – – –
WJA
2720
Willis Johnson & Associates
Texas
$202K -$24.1K -27 -10%
VFA
2721
Voya Financial Advisors
Connecticut
$202K -$33.9K -38 -13%
AFW
2722
Avantra Family Wealth
Pennsylvania
$201K -$94.6K -106 -31%
1CP
2723
1015 Capital Partners
Pennsylvania
$201K +$50.9K +57 +31%
AAG
2724
Asset Advisory Group
New Jersey
$201K – – –
CFGA
2725
Cambridge Financial Group (Arizona)
Arizona
$201K +$211K +237 New
107 108
109
110 111