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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1076
Independent Solutions Wealth Management
New York
$2.47M +$35.6K +48 +2%
BWP
1077
Balboa Wealth Partners
Arizona
$2.46M -$19.3K -26 -0.8%
WGC
1078
Watts Gwilliam & Co
Arizona
$2.45M +$5.19K +7 +0.2%
SIM
1079
Sterling Investment Management
Arizona
$2.45M -$791K -1,067 -26%
WMWM
1080
Whitaker-Myers Wealth Managers
Ohio
$2.45M +$1.58M +2,137 +229%
JWA
1081
JFS Wealth Advisors
Pennsylvania
$2.44M +$167K +225 +8%
MAMU
1082
Myriad Asset Management US
Florida
$2.44M +$2.27M +3,067 New
CIAS
1083
Capital Investment Advisory Services
North Carolina
$2.42M +$57.8K +78 +3%
IPAM
1084
Investment Partners Asset Management
New Jersey
$2.42M -$11.9K -16 -0.5%
FMWA
1085
Forvis Mazars Wealth Advisors
Missouri
$2.4M -$26.7K -36 -1%
NIWA
1086
New Insight Wealth Advisors
California
$2.39M -$3.71K -5 -0.2%
JWM
1087
Jupiter Wealth Management
Colorado
$2.39M – – –
UM
1088
Ulysses Management
New York
$2.39M – – –
CPBTD
1089
Central Pacific Bank - Trust Division
Hawaii
$2.37M -$284K -383 -11%
ACP
1090
Arcus Capital Partners
Georgia
$2.37M -$887K -1,197 -29%
SSA
1091
Schonfeld Strategic Advisors
New York
$2.36M +$785K +1,060 +56%
OIA
1092
OneDigital Investment Advisors
Kansas
$2.35M -$217K -293 -9%
CF
1093
Centaurus Financial
California
$2.34M -$459K -620 -17%
PFT
1094
Providence First Trust
Arizona
$2.34M +$66.7K +90 +3%
WAP
1095
Wealthcare Advisory Partners
Pennsylvania
$2.34M +$149K +201 +7%
AGA
1096
Accuvest Global Advisors
Utah
$2.33M +$1.48M +1,998 +216%
PCM
1097
Palisade Capital Management
New Jersey
$2.33M – – –
BG
1098
Bahl & Gaynor
Ohio
$2.32M – – –
CI
1099
Cigna Investments
Connecticut
$2.32M -$54.8K -74 -2%
AIM
1100
Avity Investment Management
Connecticut
$2.31M -$22.2K -30 -1%
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