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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
1726
Cary Street Partners Investment Advisory
Virginia
$862K +$218K +244 +31%
ACS
1727
Archford Capital Strategies
Illinois
$861K +$26.8K +30 +3%
FCH
1728
Freestone Capital Holdings
Washington
$860K +$145K +163 +19%
TWM
1729
TRB Wealth Management
Texas
$859K +$905K +1,015 New
TWA
1730
TCI Wealth Advisors
Arizona
$858K +$5.35K +6 +0.6%
DE
1731
Defiance ETFs
New York
$855K +$902K +1,011 New
PCMN
1732
Paradigm Capital Management (Nevada)
Nevada
$855K -$31.2K -35 -3%
GPW
1733
Gentry Private Wealth
Kansas
$854K -$80.3K -90 -8%
CH
1734
Cromwell Holdings
Wyoming
$852K – – –
ISWM
1735
Independent Solutions Wealth Management
New York
$852K -$1.57M -1,765 -64%
S
1736
SharpePoint
Arizona
$850K – – –
GL
1737
GHE LLC
Tennessee
$849K -$252K -282 -22%
BCM
1738
Brasada Capital Management
Texas
$846K -$268K -300 -23%
KA
1739
Kearns & Associates
California
$846K – – –
BOA
1740
Birnam Oak Advisors
New York
$846K +$892K +1,000 New
TTWM
1741
TCV Trust & Wealth Management
Virginia
$845K -$69.6K -78 -7%
PL
1742
Plancorp LLC
Missouri
$845K +$3.57K +4 +0.4%
SI
1743
Seeds Investor
New York
$845K +$269K +302 +48%
SCP
1744
Sivia Capital Partners
California
$843K -$532K -596 -37%
WA
1745
WBH Advisory
Maryland
$843K – – –
HFW
1746
Horizon Family Wealth
Illinois
$843K -$39.3K -44 -4%
AWM
1747
Athena Wealth Management
Nevada
$840K +$332K +372 +60%
MWP
1748
Momentum Wealth Planning
Florida
$840K -$2.07M -2,319 -70%
CTA
1749
Chesley Taft & Associates
Illinois
$840K -$15.2K -17 -2%
LWM
1750
Liberty Wealth Management
California
$836K +$10.7K +12 +1%
68 69
70
71 72