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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
2726
Strategic Financial Partners
Oregon
$201K +$3.57K +4 +2%
APW
2727
Axim Planning & Wealth
Ohio
$201K – – –
OWCM
2728
One Wealth Capital Management
Arizona
$200K +$193K +216 New
PAG
2729
Paladin Advisory Group
Iowa
$198K – – –
BGA
2730
Battery Global Advisors
Massachusetts
$194K +$107K +120 +110%
MUMSS
2731
Mitsubishi UFJ Morgan Stanley Securities
Japan
$193K -$211K -236 -51%
AI
2732
AXS Investments
New York
$192K -$40.1K -45 -17%
RWM
2733
Raffa Wealth Management
District of Columbia
$192K +$1.78K +2 +0.9%
IRAG
2734
Investment Research & Advisory Group
Georgia
$191K +$892 +1 +0.5%
PMFA
2735
Plante Moran Financial Advisors
Michigan
$191K +$130K +146 +183%
HBT
2736
Hills Bank & Trust
Iowa
$191K +$202K +226 New
SN
2737
Sittner & Nelson
Oregon
$186K – – –
SAM
2738
Sherman Asset Management
California
$185K – – –
BDPWM
2739
Barnes Dennig Private Wealth Management
Ohio
$185K +$5.35K +6 +3%
BBPWM
2740
Blue Bell Private Wealth Management
Pennsylvania
$184K -$285K -320 -59%
SCP
2741
Silverleafe Capital Partners
Tennessee
$184K -$919K -1,030 -83%
YDMI
2742
Y.D. More Investments
Israel
$184K -$1.11M -1,249 -85%
B
2743
Bayban
Minnesota
$183K +$67.8K +76 +54%
APW
2744
Aventura Private Wealth
Florida
$180K +$20.5K +23 +12%
RWM
2745
Rialto Wealth Management
New York
$180K +$77.6K +87 +69%
TCM
2746
TD Capital Management
Tennessee
$180K +$892 +1 +0.5%
UFF
2747
USA Financial Formulas
Michigan
$179K -$520K -583 -73%
PPP
2748
Prism Planning Partners
Illinois
$177K -$130K -146 -41%
MGI
2749
Miller Global Investments
Texas
$176K +$186K +208 New
CAM
2750
Chesapeake Asset Management
New York
$176K -$450K -504 -71%
108 109
110
111 112