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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
RIAS
3001
Rachor Investment Advisory Services
Michigan
$5.27K +$4.9K +6 New
NWM
3002
Nova Wealth Management
Florida
$5.2K – – –
PP
3003
Pacifica Partners
Canada
$4.57K – – –
APW
3004
Acima Private Wealth
Virginia
$4.39K – – –
SWIM
3005
Smallwood Wealth Investment Management
New Jersey
$4.39K +$2.45K +3 +150%
LA
3006
LM Advisors
California
$4.01K -$406K -497 -12%
MDA
3007
Minot DeBlois Advisors
Massachusetts
$3.88K – – –
AW
3008
Ankerstar Wealth
Texas
$3.52K +$3.26K +4 New
NA
3009
Networth Advisors
Pennsylvania
$3.52K +$3.26K +4 New
P
3010
Palladiem
Pennsylvania
$3.52K +$3.26K +4 New
AF
3011
Align Financial
Minnesota
$3.52K +$2.87M +3,516 New
FIA
3012
FNY Investment Advisers
New York
$3K -$2.05M -2,510 -100%
MTI
3013
Merrithew & Thorsten Inc
California
$3K +$3.26K +4 New
DCM
3014
Davis Capital Management
Florida
$2.64K – – –
RPA
3015
Redwood Park Advisors
California
$2.64K – – –
NL
3016
NorthAvenue LLC
Ohio
$2.64K +$2.45K +3 New
TTIC
3017
Tower Trust & Investment Company
Iowa
$2.64K +$2.45K +3 New
1IA
3018
1620 Investment Advisors
Massachusetts
$2.08K – – –
BWM
3019
Benson Wealth Management
Tennessee
$1.76K +$1.63K +2 New
SFS
3020
Sunrise Financial Services
Washington
$1.76K +$1.63K +2 New
BIM
3021
Breakwater Investment Management
Washington
$879 – – –
BGWM
3022
Bridge Generations Wealth Management
Florida
$879 – – –
AIM
3023
Arcadia Investment Management
Michigan
$879 +$816 +1 New
CW
3024
Curio Wealth
Maryland
$2 – – –
NCM
3025
Nearwater Capital Markets
Ireland
– -$210M -264,015 Closed
119 120
121
122 123