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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1951
Sharp Financial Services
Pennsylvania
$474K -$37K -50 -8%
PWA
1952
Portus Wealth Advisors
North Carolina
$472K +$439K +593 New
IWM
1953
IMG Wealth Management
Florida
$470K – – –
LEA
1954
Legacy Edge Advisors
New York
$470K +$35.6K +48 +9%
HW
1955
Hamilton Wealth
California
$469K – – –
OPTFSNA
1956
Old Point Trust & Financial Services N A
Virginia
$468K – – –
OWP
1957
Obermeyer Wealth Partners
Colorado
$468K +$12.6K +17 +3%
FMC
1958
First Merchants Corp
Indiana
$467K -$53.4K -72 -11%
LWM
1959
Lyell Wealth Management
California
$467K – – –
PHWM
1960
Pine Harbor Wealth Management
Maryland
$467K +$40K +54 +10%
ACM
1961
Accent Capital Management
Ohio
$467K – – –
TFM
1962
TFC Financial Management
Massachusetts
$464K +$1.48K +2 +0.3%
V
1963
ViaWealth
Kansas
$459K +$35.6K +48 +9%
WWM
1964
Waterway Wealth Management
Texas
$459K – – –
PWM
1965
Palacios Wealth Management
Florida
$459K – – –
GS
1966
GWN Securities
Florida
$458K -$19.3K -26 -4%
BTWM
1967
Brass Tax Wealth Management
Ohio
$458K – – –
BIAS
1968
Beacon Investment Advisory Services
New Jersey
$457K – – –
GIA
1969
GHP Investment Advisors
Colorado
$456K -$741 -1 -0.2%
SPI
1970
Santori & Peters Inc
Pennsylvania
$456K -$17K -23 -4%
APW
1971
Austin Private Wealth
Texas
$455K -$36.3K -49 -8%
BO
1972
Bank OZK
Arkansas
$455K -$44.5K -60 -10%
CG
1973
CFO4Life Group
Texas
$454K +$15.6K +21 +4%
RTC
1974
Real Talk Capital
Tennessee
$452K +$8.15K +11 +2%
GC
1975
Garde Capital
Washington
$452K +$77.1K +104 +22%
77 78
79
80 81