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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
1876
bLong Financial
Tennessee
$446K – – –
OWA
1877
Opal Wealth Advisors
New York
$445K +$53.9K +93 +17%
RFP
1878
Root Financial Partners
California
$445K +$364K +629 New
AFM
1879
Abbot Financial Management
Massachusetts
$445K +$17.4K +30 +5%
BHIA
1880
Birch Hill Investment Advisors
Massachusetts
$442K – – –
PMA
1881
Prudent Man Advisors
Illinois
$442K +$87.5K +151 +32%
WAL
1882
W Advisors LLC
Tennessee
$441K – – –
SPWM
1883
Spartan Planning & Wealth Management
North Carolina
$441K +$361K +623 New
NAMNJ
1884
NorthStar Asset Management (New Jersey)
New Jersey
$440K -$26.7K -46 -7%
APW
1885
Austin Private Wealth
Texas
$440K +$151K +261 +73%
AWM
1886
Atticus Wealth Management
Florida
$440K +$140K +241 +63%
WKWM
1887
Walter & Keenan Wealth Management
Indiana
$438K -$579 -1 -0.2%
HCM
1888
Hudson Capital Management
New Jersey
$437K -$86.9K -150 -20%
CHC
1889
City Holding Co
West Virginia
$435K +$103K +178 +41%
AFW
1890
Avantra Family Wealth
Pennsylvania
$434K -$31.9K -55 -8%
SG
1891
StoneX Group
New York
$434K +$13.3K +23 +4%
NCM
1892
NCM Capital Management
New Jersey
$428K – – –
PIWA
1893
Prevail Innovative Wealth Advisors
Kansas
$428K -$2.64M -4,564 -88%
IVP
1894
Intrinsic Value Partners
Arizona
$427K -$6.95K -12 -2%
DO
1895
denkapparat Operations
Germany
$427K +$350K +604 New
GA
1896
GFS Advisors
Texas
$427K +$1.74K +3 +0.5%
GS
1897
GWN Securities
Florida
$426K -$91K -157 -21%
ATFA
1898
All Terrain Financial Advisors
Minnesota
$425K -$464K -800 -57%
PS
1899
Planned Solutions
California
$425K – – –
SSA
1900
South Street Advisors
New York
$425K – – –
74 75
76
77 78