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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
2876
United Community Bank
South Carolina
$64.2K – – –
TFA
2877
Toth Financial Advisory
Virginia
$64.2K +$816 +1 +1%
LFASL
2878
Lugano Financial Advisors SA (LFA)
Switzerland
$63.3K – – –
CYG
2879
Clean Yield Group
Vermont
$62.4K – – –
VWA
2880
Valued Wealth Advisors
Utah
$60.6K +$4.9K +6 +10%
BW
2881
Bravera Wealth
North Dakota
$59.8K +$55.5K +68 New
LWM
2882
Lodestone Wealth Management
Washington
$58.3K +$53.9K +66 New
HHMI
2883
Howard Hughes Medical Institute
Maryland
$57.1K -$816 -1 -2%
PWA
2884
Provenance Wealth Advisors
Florida
$57.1K – – –
ACA
2885
American Capital Advisory
Idaho
$57.1K +$2.45K +3 +5%
AP
2886
Aspect Partners
Virginia
$57.1K +$3.26K +4 +7%
MAM
2887
Meeder Asset Management
Ohio
$55.4K -$4.08K -5 -7%
DIP
2888
DT Investment Partners
Pennsylvania
$55.4K – – –
MSWM
2889
Mowery & Schoenfeld Wealth Management
Illinois
$54.5K +$10.6K +13 +27%
AW
2890
Avion Wealth
Texas
$54K +$816 +1 +2%
FRA
2891
Front Row Advisors
California
$53.6K -$16.3K -20 -25%
SFO
2892
Standard Family Office
South Dakota
$52.7K – – –
WAG
2893
Wilkerson Advisory Group
Missouri
$52.7K +$49K +60 New
PPC
2894
Park Place Capital
Alabama
$51.9K +$5.71K +7 +13%
PP
2895
Paladin Partners
Wisconsin
$50.1K +$46.5K +57 New
MBFW
2896
Morton Brown Family Wealth
Pennsylvania
$47K – – –
DWM
2897
Dogwood Wealth Management
Kansas
$46.6K +$3.26K +4 +8%
T
2898
Tidemark
California
$45.4K – – –
TSMHT
2899
Thurston Springer Miller Herd & Titak
Indiana
$44.8K +$41.6K +51 New
FP
2900
Financial Perspectives
Minnesota
$44.3K – – –
114 115
116
117 118