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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
2851
Elevated Capital Advisors
Utah
$63.4K -$109K -122 -62%
NWS
2852
Nvest Wealth Strategies
Ohio
$61.8K -$31.2K -35 -32%
UCB
2853
United Community Bank
South Carolina
$61.8K – – –
LFASL
2854
Lugano Financial Advisors SA (LFA)
Switzerland
$60.9K – – –
CYG
2855
Clean Yield Group
Vermont
$60.1K – – –
BW
2856
Bravera Wealth
North Dakota
$57.5K – – –
LWM
2857
Lodestone Wealth Management
Washington
$56.2K – – –
ACA
2858
American Capital Advisory
Idaho
$55.8K +$892 +1 +2%
PWA
2859
Provenance Wealth Advisors
Florida
$55K – – –
TLFA
2860
True Link Financial Advisors
California
$55K +$58K +65 New
AP
2861
Aspect Partners
Virginia
$54.1K -$892 -1 -2%
DIP
2862
DT Investment Partners
Pennsylvania
$53.3K – – –
FRA
2863
Front Row Advisors
California
$51.6K – – –
T
2864
Tidemark
California
$51.3K +$8.03K +9 +17%
SFO
2865
Standard Family Office
South Dakota
$50.8K – – –
JWM
2866
JPL Wealth Management
Colorado
$49.9K +$52.6K +59 New
RWM
2867
RMG Wealth Management
Wisconsin
$49.1K +$24.1K +27 +108%
JGCM
2868
Joseph Group Capital Management
Ohio
$49.1K +$14.3K +16 +38%
AW
2869
Avion Wealth
Texas
$49K -$2.68K -3 -5%
PP
2870
Paladin Partners
Wisconsin
$48.2K – – –
BHWM
2871
Bay Harbor Wealth Management
Maryland
$47.7K +$5.35K +6 +12%
BC
2872
Bayforest Capital
United Kingdom
$46.5K +$49.1K +55 New
EA
2873
Evergreen Advisors
Tennessee
$46.5K +$49.1K +55 New
MBFW
2874
Morton Brown Family Wealth
Pennsylvania
$45.5K +$892 +1 +2%
TWD
2875
True Wealth Design
Ohio
$44.8K +$9.81K +11 +26%
113 114
115
116 117