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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
1301
Main Street Financial Solutions
Pennsylvania
$763K -$10.8K -22 -1%
CF
1302
Cyr Financial
Illinois
$761K +$20.5K +42 +3%
SIA
1303
Soltis Investment Advisors
Utah
$761K -$5.87K -12 -0.8%
LFG
1304
Larson Financial Group
Missouri
$761K +$82.2K +168 +12%
BFO
1305
Biltmore Family Office
North Carolina
$759K -$47.4K -97 -6%
PHAM
1306
Palisades Hudson Asset Management
Florida
$758K -$33.7K -69 -4%
EML
1307
Eos Management LP
New York
$756K – – –
IBOK
1308
Independence Bank of Kentucky
Kentucky
$751K -$110K -225 -13%
AFC
1309
AFT Forsyth & Company
Florida
$750K – – –
AWA
1310
Aaron Wealth Advisors
Illinois
$749K +$154K +315 +26%
VF
1311
Vest Financial
Virginia
$748K +$489K +1,000 +196%
EWA
1312
Etesian Wealth Advisors
Oregon
$747K -$117K -240 -14%
PIM
1313
Profit Investment Management
Maryland
$746K – – –
CFO
1314
Callan Family Office
Pennsylvania
$746K +$187K +383 +34%
SIM
1315
Sentry Investment Management
Wisconsin
$746K -$23.5K -48 -3%
PMSA
1316
Patrick M. Sweeney & Associates
Illinois
$741K +$46K +94 +7%
CCWM
1317
Cassaday & Co Wealth Management
Virginia
$740K -$2.45K -5 -0.3%
DJSG
1318
D.J. St. Germain
Massachusetts
$740K -$2.94K -6 -0.4%
CIAS
1319
Capital Investment Advisory Services
North Carolina
$738K +$9.29K +19 +1%
LAM
1320
Lewis Asset Management
California
$737K +$88K +180 +14%
CC
1321
Chicago Capital
Illinois
$736K – – –
OHWP
1322
Oak Harbor Wealth Partners
North Carolina
$736K – – –
OP
1323
ORG Partners
Indiana
$733K -$103K -211 -12%
AIM
1324
Athena Investment Management
California
$731K -$1.47K -3 -0.2%
HWP
1325
Heritage Wealth Partners
Ohio
$730K -$304K -621 -30%
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