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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
1701
Magnolia Capital Advisors
Mississippi
$337K +$14.2K +29 +4%
KA
1702
Kore Advisors
Florida
$337K – – –
GFP
1703
Gryphon Financial Partners
Ohio
$336K -$271K -555 -45%
PL
1704
Plancorp LLC
Missouri
$336K +$7.34K +15 +2%
TPA
1705
Trivium Point Advisory
Connecticut
$336K +$30.8K +63 +13%
PCG
1706
PFC Capital Group
California
$334K – – –
ADMI
1707
Albert D. Mason Inc
Massachusetts
$333K +$3.42K +7 +1%
RW
1708
REDW Wealth
New Mexico
$333K – – –
MG
1709
Marex Group
$333K +$489 +1 +0.1%
CNTOF
1710
Canandaigua National Trust of Florida
New York
$333K +$329K +672 New
CCA
1711
Childress Capital Advisors
Texas
$332K +$16.1K +33 +5%
SWK
1712
Stephen W. Kidder
$332K – – –
SP
1713
Stonebrook Private
Michigan
$331K -$88.5K -181 -21%
RCA
1714
Resonant Capital Advisors
Wisconsin
$331K +$87.1K +178 +36%
HIC
1715
Hartline Investment Corp
Illinois
$328K – – –
RTC
1716
Riverview Trust Company
Washington
$327K +$24K +49 +8%
WOC
1717
West Oak Capital
California
$327K – – –
MCI
1718
MRP Capital Investments
Georgia
$327K -$17.1K -35 -5%
DMBA
1719
Deseret Mutual Benefit Administrators
Utah
$326K -$18.6K -38 -5%
EG
1720
Ellerson Group
Maryland
$326K – – –
GSC
1721
Ground Swell Capital
South Carolina
$326K +$322K +659 New
RPWA
1722
Regent Peak Wealth Advisors
Georgia
$325K +$5.87K +12 +2%
TFGT
1723
TS Financial Group (TSFG)
Illinois
$324K -$13.7K -28 -4%
BTWM
1724
Brass Tax Wealth Management
Ohio
$322K +$12.2K +25 +4%
OWA
1725
Opal Wealth Advisors
New York
$321K -$29.3K -60 -8%
67 68
69
70 71