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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1876
Family Management
New York
$861K +$512K +525 +161%
MP
1877
Moment Partners
California
$860K – – –
LGW
1878
Leslie Global Wealth
Illinois
$859K – – –
GL
1879
GHE LLC
Tennessee
$858K -$151K -155 -15%
OWA
1880
One Wealth Advisors
California
$852K – – –
APFP
1881
Action Point Financial Planning
Michigan
$851K +$819K +840 New
ICP
1882
Impact Capital Partners
Colorado
$849K -$975 -1 -0.1%
RPWA
1883
Regent Peak Wealth Advisors
Georgia
$848K +$53.6K +55 +7%
KAS
1884
KPP Advisory Services
Kentucky
$848K -$57.5K -59 -7%
SF
1885
Symphony Financial
Texas
$847K +$234K +240 +40%
ZI
1886
ZEGA Investments
Florida
$847K -$30.2K -31 -4%
SPW
1887
Sonoma Private Wealth
California
$844K – – –
CFS
1888
CRA Financial Services
New Jersey
$844K +$11.7K +12 +1%
WC
1889
Waterloo Capital
Texas
$843K +$38K +39 +5%
FCA
1890
Fortis Capital Advisors
Kansas
$843K -$34.1K -35 -4%
PFWA
1891
Paces Ferry Wealth Advisors
Georgia
$842K +$2.92K +3 +0.4%
BHC
1892
Bull Harbor Capital
Maryland
$841K +$172K +176 +27%
SP
1893
Stonebrook Private
Michigan
$841K +$28.3K +29 +4%
MAM
1894
McLean Asset Management
Virginia
$841K -$9.75K -10 -1%
SC
1895
Searle & Co
Connecticut
$841K – – –
ATFA
1896
All Terrain Financial Advisors
Minnesota
$839K – – –
GBT
1897
Grove Bank & Trust
Florida
$838K – – –
KFGK
1898
Keystone Financial Group (Kentucky)
Kentucky
$837K -$206K -211 -20%
LWM
1899
Liberty Wealth Management
California
$836K – – –
JAFL
1900
Jay A. Fishman Ltd
Michigan
$835K – – –
74 75
76
77 78