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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1676
Fountainhead AM
New Jersey
$226K +$196K +586 New
IWA
1677
IVC Wealth Advisors
Pennsylvania
$226K +$196K +586 New
FF
1678
Francis Financial
$225K +$195K +584 New
OFG
1679
Oxford Financial Group
Indiana
$225K +$195K +584 New
IWA
1680
IBEX Wealth Advisors
New Jersey
$225K +$65.8K +197 +25%
BC
1681
Bridgefront Capital
Texas
$224K +$194K +581 New
MRCM
1682
M&R Capital Management
New Jersey
$224K – – –
VSQM
1683
V-Square Quantitative Management
Illinois
$223K – – –
FI
1684
FWG Investments
Kentucky
$222K +$192K +575 New
NLP
1685
Next Level Private
New York
$221K +$192K +574 New
BPWM
1686
Badgley Phelps Wealth Managers
Washington
$221K +$191K +573 New
BWM
1687
Baron Wealth Management
Michigan
$221K +$191K +572 New
AFG
1688
ABLE Financial Group
Arizona
$220K +$191K +571 New
WA
1689
WBH Advisory
Maryland
$220K -$27K -81 -12%
ZIG
1690
Zuckerman Investment Group
Illinois
$220K +$190K +570 New
FI
1691
Finivi Inc
Massachusetts
$220K +$190K +569 New
BIP
1692
Blueprint Investment Partners
North Carolina
$219K +$190K +568 New
AA
1693
Apriem Advisors
California
$219K +$189K +567 New
V
1694
ViaWealth
Kansas
$218K -$33K -99 -15%
PL
1695
Plancorp LLC
Missouri
$218K +$188K +564 New
CW
1696
CIC Wealth
Maryland
$217K -$270K -810 -59%
BWG
1697
Berry Wealth Group
Texas
$216K +$187K +561 New
MIA
1698
MainStreet Investment Advisors
Illinois
$216K -$37.7K -113 -17%
APWA
1699
Atlas Private Wealth Advisors
New Jersey
$216K -$1.88M -5,622 -91%
AIMA
1700
Ables Iannone Moore & Associates
Georgia
$215K +$186K +558 New
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