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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
EFA
1926
Edge Financial Advisors
Illinois
$491K +$228K +308 New
CHC
1927
City Holding Co
West Virginia
$490K – – –
LI
1928
LifeWealth Investments
Florida
$489K +$28.2K +38 +7%
EL
1929
EWA LLC
Pennsylvania
$488K +$9.63K +13 +2%
NAMNJ
1930
NorthStar Asset Management (New Jersey)
New Jersey
$487K -$8.15K -11 -2%
GA
1931
GFS Advisors
Texas
$487K +$5.19K +7 +1%
TSW
1932
Three Seasons Wealth
Utah
$487K +$453K +611 New
BFWA
1933
Benchmark Financial Wealth Advisors
Florida
$485K -$17.8K -24 -4%
FLP
1934
Financial Life Planners
Arizona
$484K +$99.3K +134 +28%
MCWA
1935
Meadow Creek Wealth Advisors
Georgia
$483K +$3.71K +5 +0.8%
NCM
1936
NCM Capital Management
New Jersey
$482K – – –
TNA
1937
True North Advisors
Texas
$482K +$211K +285 +89%
DO
1938
denkapparat Operations
Germany
$481K – – –
IVP
1939
Intrinsic Value Partners
Arizona
$481K – – –
VAG
1940
VisionPoint Advisory Group
Texas
$480K +$11.1K +15 +3%
FWP
1941
FAS Wealth Partners
Kansas
$479K -$38.5K -52 -8%
PAWA
1942
Palo Alto Wealth Advisors
California
$478K +$9.63K +13 +2%
ATFA
1943
All Terrain Financial Advisors
Minnesota
$478K – – –
MPWS
1944
McCarter Private Wealth Services
Massachusetts
$478K – – –
PS
1945
Planned Solutions
California
$478K – – –
SSA
1946
South Street Advisors
New York
$478K – – –
UAM
1947
Unison Asset Management
Florida
$478K – – –
PWM
1948
Peck Wealth Management
New York
$478K +$445K +600 New
FSC
1949
Full Sail Capital
Oklahoma
$476K +$8.89K +12 +2%
MSA
1950
Marino Stram & Associates
Massachusetts
$475K +$110K +148 +33%
76 77
78
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