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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1926
Center for Financial Planning
Michigan
$10.8K +$1.67K +5 +22%
BHWM
1927
Bay Harbor Wealth Management
Maryland
$10.8K – – –
FFA
1928
Fairfield Financial Advisors
Massachusetts
$10.4K – – –
AW
1929
Avion Wealth
Texas
$10K – – –
CTWM
1930
Cherry Tree Wealth Management
Minnesota
$9.64K – – –
KWAG
1931
Kiely Wealth Advisory Group
North Carolina
$9.48K +$8.34K +25 New
VWA
1932
Valued Wealth Advisors
Utah
$9.47K +$9.68K +29 New
RTL
1933
Red Tortoise LLC
Georgia
$8.87K +$3.34K +10 +77%
DPW
1934
DiNuzzo Private Wealth
Pennsylvania
$8.87K +$7.68K +23 New
FFC
1935
First Financial Corp
Indiana
$8.87K – – –
ATC
1936
Adirondack Trust Company
New York
$7.78K – – –
GGI
1937
Godsey & Gibb Inc
Virginia
$7.72K – – –
RAM
1938
Riggs Asset Management
Pennsylvania
$7.72K – – –
CAM
1939
Chesapeake Asset Management
New York
$7.71K -$53.7K -161 -89%
FRA
1940
Frank Rimerman Advisors
California
$7.71K +$6.67K +20 New
DEM
1941
Disciplined Equity Management
Florida
$7.33K +$6.34K +19 New
NFA
1942
Northwest Financial Advisors
Virginia
$7.33K +$6.34K +19 New
PS
1943
PayPay Securities
Japan
$6.98K -$3.67K -11 -38%
KI
1944
Kapitalo Investimentos
Brazil
$6.17K +$5.34K +16 New
FMTCOCP
1945
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K – – –
FPB
1946
First PREMIER Bank
South Dakota
$6K – – –
RDIA
1947
RE Dickinson Investment Advisors
Iowa
$6K – – –
IPW
1948
Impact Partnership Wealth
Georgia
$5.82K -$100K -301 -95%
PSB
1949
Piscataqua Savings Bank
New Hampshire
$5.79K – – –
SR
1950
Syntax Research
Florida
$4.63K – – –
76 77
78
79 80