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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1926
TFC Financial Management
Massachusetts
$411K +$6.95K +12 +2%
CP
1927
Castleview Partners
Texas
$410K +$61.4K +106 +22%
SI
1928
Seeds Investor
New York
$409K +$60.8K +105 +22%
BWM
1929
Bullock Wealth Management
Indiana
$409K +$19.1K +33 +6%
WCG
1930
Weaver Consulting Group
California
$409K +$579 +1 +0.2%
SCP
1931
Silverleafe Capital Partners
Tennessee
$408K -$3.57M -6,166 -91%
PAWA
1932
Palo Alto Wealth Advisors
California
$408K +$4.64K +8 +1%
WWM
1933
Waterway Wealth Management
Texas
$408K -$119K -205 -26%
LI
1934
LifeWealth Investments
Florida
$408K +$70.7K +122 +27%
PWM
1935
Palacios Wealth Management
Florida
$408K +$334K +576 New
BTWM
1936
Brass Tax Wealth Management
Ohio
$407K – – –
SIC
1937
Sterling Investment Counsel
New York
$407K +$13.9K +24 +4%
BIAS
1938
Beacon Investment Advisory Services
New Jersey
$407K +$29K +50 +10%
GAM
1939
Grandview Asset Management
Pennsylvania
$406K -$1.16K -2 -0.3%
GIA
1940
GHP Investment Advisors
Colorado
$405K +$579 +1 +0.2%
OWP
1941
Obermeyer Wealth Partners
Colorado
$404K +$9.85K +17 +3%
LWANC
1942
Laurel Wealth Advisors (North Carolina)
North Carolina
$404K +$98.5K +170 +42%
MAG
1943
M3 Advisory Group
Massachusetts
$403K -$16.8K -29 -5%
GF
1944
Gries Financial
Ohio
$401K -$283K -489 -46%
FFG
1945
Fortem Financial Group
California
$400K +$1.16K +2 +0.4%
POIA
1946
Pin Oak Investment Advisors
Texas
$400K -$46.4K -80 -10%
LSL
1947
Legacy Solutions LLC
Pennsylvania
$399K +$34.8K +60 +12%
AAMC
1948
Asset Allocation & Management Company
Illinois
$398K – – –
BFG
1949
Beacon Financial Group
Texas
$398K +$45.8K +79 +16%
NGA
1950
Naples Global Advisors
Florida
$398K +$326K +562 New
76 77
78
79 80