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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
1851
Momentum Wealth Planning
Florida
$883K -$117K -120 -12%
AWCI
1852
Alpine Woods Capital Investors
New York
$878K +$21.4K +22 +3%
BWM
1853
BankPlus Wealth Management
Mississippi
$877K +$38K +39 +5%
WFI
1854
West Family Investments
California
$876K +$403K +413 +91%
SSC
1855
Syverson Strege & Co
Iowa
$875K -$27.3K -28 -3%
TWM
1856
Tanager Wealth Management
United Kingdom
$875K +$74.1K +76 +10%
CA
1857
Centerpoint Advisors
Massachusetts
$873K – – –
PCA
1858
Private Capital Advisors
Connecticut
$870K – – –
SL
1859
Sentinus LLC
Illinois
$869K +$79.9K +82 +11%
FHC
1860
First Heartland Consultants
Missouri
$868K – – –
PWS
1861
Precision Wealth Strategies
Missouri
$866K -$15.6K -16 -2%
WAM
1862
Walker Asset Management
Missouri
$861K -$975 -1 -0.1%
FM
1863
Family Management
New York
$861K +$512K +525 +161%
MP
1864
Moment Partners
California
$860K – – –
LGW
1865
Leslie Global Wealth
Illinois
$859K – – –
GL
1866
GHE LLC
Tennessee
$858K -$151K -155 -15%
OWA
1867
One Wealth Advisors
California
$852K – – –
APFP
1868
Action Point Financial Planning
Michigan
$851K +$819K +840 New
ICP
1869
Impact Capital Partners
Colorado
$849K -$975 -1 -0.1%
RPWA
1870
Regent Peak Wealth Advisors
Georgia
$848K +$53.6K +55 +7%
KAS
1871
KPP Advisory Services
Kentucky
$848K -$57.5K -59 -7%
SF
1872
Symphony Financial
Texas
$847K +$234K +240 +40%
ZI
1873
ZEGA Investments
Florida
$847K -$30.2K -31 -4%
SPW
1874
Sonoma Private Wealth
California
$844K – – –
CFS
1875
CRA Financial Services
New Jersey
$844K +$11.7K +12 +1%
73 74
75
76 77