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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1926
Lyell Wealth Management
California
$310K – – –
BWM
1927
Bullock Wealth Management
Indiana
$309K +$25.1K +45 +9%
S
1928
Sunpointe
Missouri
$309K +$18.4K +33 +7%
BWS
1929
Broadway Wealth Solutions
Texas
$309K +$301K +539 New
LWM
1930
Laidlaw Wealth Management
New York
$309K -$33.5K -60 -10%
EHC
1931
Everett Harris & Co
California
$309K – – –
CAM
1932
Covenant Asset Management
New Jersey
$307K -$112K -200 -27%
MEAC
1933
M.E. Allison & Co
Texas
$307K +$300K +537 New
MFC
1934
Morris Financial Concepts
South Carolina
$307K +$10K +18 +3%
EPM
1935
Elm Partners Management
Pennsylvania
$307K +$299K +536 New
SPWM
1936
Spartan Planning & Wealth Management
North Carolina
$307K +$299K +536 New
BI
1937
Bolthouse Investments
California
$306K +$298K +535 New
SF
1938
Symphony Financial
Texas
$306K -$19K -34 -7%
BIAS
1939
Beacon Investment Advisory Services
New Jersey
$306K +$34.6K +62 +13%
SA
1940
Sovran Advisors
California
$306K +$298K +535 New
HCP
1941
Hexagon Capital Partners
Arkansas
$306K +$10K +18 +3%
CVM
1942
Cheviot Value Management
California
$305K – – –
PHWM
1943
Pine Harbor Wealth Management
Maryland
$305K – – –
CW
1944
Channel Wealth
California
$304K – – –
ACP
1945
Aveo Capital Partners
Colorado
$303K +$558 +1 +0.2%
WFI
1946
West Family Investments
California
$303K -$102K -183 -26%
NFC
1947
Northstar Financial Companies
Pennsylvania
$303K +$295K +528 New
KA
1948
Kozak & Associates
Colorado
$302K -$24K -43 -8%
AT
1949
American Trust
Kentucky
$302K -$20.6K -37 -7%
GDP
1950
Great Diamond Partners
Maine
$302K -$3.35K -6 -1%
76 77
78
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