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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWS
1951
MFA Wealth Services
California
$622K +$6.25K +7 +1%
BCA
1952
Bay Capital Advisors
Virginia
$619K – – –
MHIC
1953
Marble Harbor Investment Counsel
Massachusetts
$618K – – –
CT
1954
Chicago Trust
Illinois
$618K -$1.78K -2 -0.3%
NLP
1955
Next Level Private
New York
$616K +$12.5K +14 +2%
BI
1956
Bolthouse Investments
California
$615K – – –
HCM
1957
Hollencrest Capital Management
California
$615K -$122K -137 -16%
SIA
1958
Strategic Investment Advisors
Michigan
$614K +$112K +125 +21%
GIM
1959
Goelzer Investment Management
Indiana
$612K +$198K +222 +44%
GAA
1960
Global Assets Advisory
Florida
$607K +$641K +718 New
WE
1961
Wealth Effects
Massachusetts
$607K +$41K +46 +7%
BWM
1962
Birchcreek Wealth Management
Ohio
$607K – – –
RCM
1963
Raleigh Capital Management
North Carolina
$605K +$112K +126 +21%
FA
1964
Fortis Advisors
Pennsylvania
$605K – – –
TPA
1965
Trivium Point Advisory
Connecticut
$604K -$711K -797 -53%
AIM
1966
Advyzon Investment Management
Illinois
$603K +$182K +204 +40%
PWM
1967
Palacios Wealth Management
Florida
$601K +$66.9K +75 +13%
WAM
1968
WNY Asset Management
New York
$601K +$633K +710 New
FEM
1969
Fulcrum Equity Management
Texas
$597K +$16.1K +18 +3%
WKWM
1970
Walter & Keenan Wealth Management
Indiana
$597K +$13.4K +15 +2%
CFD
1971
Creative Financial Designs
Indiana
$596K +$10.7K +12 +2%
TIM
1972
Tortoise Investment Management
New York
$593K -$607K -680 -49%
RC
1973
Rahlfs Capital
Texas
$592K – – –
MBWA
1974
Marin Bay Wealth Advisors
California
$592K +$96.3K +108 +18%
PFA
1975
Peak Financial Advisors
Colorado
$592K +$2.68K +3 +0.4%
77 78
79
80 81