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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWA
1826
Meadow Creek Wealth Advisors
Georgia
$373K +$26.8K +48 +8%
CG
1827
CFO4Life Group
Texas
$372K +$12.3K +22 +4%
BTWM
1828
Brass Tax Wealth Management
Ohio
$372K – – –
FDDB
1829
Fidelity D&D Bancorp
Pennsylvania
$372K +$69.2K +124 +24%
SCM
1830
Saxony Capital Management
Missouri
$369K +$94.3K +169 +36%
OFG
1831
Oxford Financial Group
Indiana
$369K +$360K +645 New
LCGC
1832
Legacy Capital Group California
California
$369K -$1.12K -2 -0.3%
AWM
1833
Aries Wealth Management
Maine
$369K – – –
TBWA
1834
Three Bridge Wealth Advisors
California
$369K – – –
OCM
1835
One Capital Management
California
$366K – – –
WAL
1836
W Advisors LLC
Tennessee
$364K – – –
BWG
1837
Berry Wealth Group
Texas
$364K +$12.8K +23 +4%
AFPL
1838
Advus Financial Partners, LLC
Florida
$362K +$78.6K +141 +29%
ZIG
1839
Zuckerman Investment Group
Illinois
$361K – – –
BO
1840
Bank OZK
Arkansas
$361K -$35.7K -64 -9%
HCM
1841
Hollencrest Capital Management
California
$361K -$103K -185 -23%
BF
1842
bLong Financial
Tennessee
$361K +$351K +630 New
TWM
1843
Thrive Wealth Management
Pennsylvania
$360K +$3.9K +7 +1%
BHIA
1844
Birch Hill Investment Advisors
Massachusetts
$358K – – –
KMWM
1845
Keudell/Morrison Wealth Management
Oregon
$357K – – –
JSAM
1846
J. Safra Asset Management
New York
$356K +$154K +276 +80%
ALA
1847
Atlas Legacy Advisors
California
$356K +$347K +622 New
VIPI
1848
Vista Investment Partners II
Indiana
$356K +$346K +621 New
WB
1849
Webster Bank
Connecticut
$354K +$83.7K +150 +32%
OPW
1850
Oxler Private Wealth
New York
$353K +$1.12K +2 +0.3%
72 73
74
75 76