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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
2726
Bell Investment Advisors
California
$264K +$3.9K +4 +2%
WF
2727
WealthPoint Financial
North Carolina
$264K +$4.88K +5 +2%
OWM
2728
Orca Wealth Management
Florida
$264K – – –
SFGP
2729
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$263K +$3.9K +4 +2%
BAM
2730
Byrne Asset Management
New Jersey
$263K +$7.8K +8 +3%
FFG
2731
Fortem Financial Group
California
$263K +$1.95K +2 +0.8%
WF
2732
Wayfinding Financial
Washington
$262K +$7.8K +8 +3%
SWG
2733
Summit Wealth Group
Vermont
$262K – – –
FGWP
2734
Founders Grove Wealth Partners
Virginia
$262K +$13.6K +14 +6%
MWP
2735
Madison Wealth Partners
Wisconsin
$261K +$252K +258 New
CPWM
2736
Cypress Point Wealth Management
Texas
$261K +$252K +258 New
VCM
2737
Vines Capital Management
Louisiana
$261K -$1.95K -2 -0.8%
CSF
2738
Capital Squared Financial
Maryland
$260K +$975 +1 +0.4%
ISFAN
2739
Investor's Fiduciary Advisor Network
Washington
$260K -$6.83K -7 -3%
GTWM
2740
Global Trust Wealth Management
Florida
$260K -$244K -250 -49%
AWG
2741
Altus Wealth Group
Colorado
$260K +$251K +257 New
HEM
2742
Henson-Edgewater Management
Ohio
$259K – – –
HB
2743
Horizon Bancorp
Indiana
$259K +$73.1K +75 +41%
CFA
2744
CWS Financial Advisors
Michigan
$259K – – –
DWP
2745
Destiny Wealth Partners
Florida
$259K -$609K -625 -71%
WMA
2746
William Mack & Associates
Michigan
$258K +$249K +255 New
AIIMS
2747
Analyst IMS Investment Management Services
Israel
$258K +$249K +255 New
SFGM
2748
Stonebridge Financial Group (Missouri)
Missouri
$258K – – –
BWM
2749
BNB Wealth Management
Maryland
$257K +$1.95K +2 +0.8%
MIM
2750
Marshall Investment Management
Colorado
$257K +$975 +1 +0.4%
108 109
110
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