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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
2726
Ridgecrest Wealth Partners
California
$203K – – –
IWP
2727
Insight Wealth Partners
Texas
$203K +$214K +240 New
WAM
2728
Worth Asset Management
Texas
$202K -$609K -683 -74%
AOWM
2729
Alpha Omega Wealth Management
Virginia
$202K -$1.78K -2 -0.8%
SAS
2730
Stelac Advisory Services
New York
$202K – – –
WJA
2731
Willis Johnson & Associates
Texas
$202K -$24.1K -27 -10%
VFA
2732
Voya Financial Advisors
Connecticut
$202K -$33.9K -38 -13%
AFW
2733
Avantra Family Wealth
Pennsylvania
$201K -$94.6K -106 -31%
1CP
2734
1015 Capital Partners
Pennsylvania
$201K +$50.9K +57 +31%
AAG
2735
Asset Advisory Group
New Jersey
$201K – – –
CFGA
2736
Cambridge Financial Group (Arizona)
Arizona
$201K +$211K +237 New
SFP
2737
Strategic Financial Partners
Oregon
$201K +$3.57K +4 +2%
APW
2738
Axim Planning & Wealth
Ohio
$201K – – –
OWCM
2739
One Wealth Capital Management
Arizona
$200K +$193K +216 New
PAG
2740
Paladin Advisory Group
Iowa
$198K – – –
BGA
2741
Battery Global Advisors
Massachusetts
$194K +$107K +120 +110%
MUMSS
2742
Mitsubishi UFJ Morgan Stanley Securities
Japan
$193K -$211K -236 -51%
AI
2743
AXS Investments
New York
$192K -$40.1K -45 -17%
RWM
2744
Raffa Wealth Management
District of Columbia
$192K +$1.78K +2 +0.9%
IRAG
2745
Investment Research & Advisory Group
Georgia
$191K +$892 +1 +0.5%
PMFA
2746
Plante Moran Financial Advisors
Michigan
$191K +$130K +146 +183%
HBT
2747
Hills Bank & Trust
Iowa
$191K +$202K +226 New
SN
2748
Sittner & Nelson
Oregon
$186K – – –
SAM
2749
Sherman Asset Management
California
$185K – – –
BDPWM
2750
Barnes Dennig Private Wealth Management
Ohio
$185K +$5.35K +6 +3%
108 109
110
111 112