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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
2026
Ceeto Capital Group
Florida
$688K -$19.5K -20 -3%
KA
2027
Kore Advisors
Florida
$688K – – –
AA
2028
Auxano Advisors
Washington
$687K – – –
RMC
2029
Resources Management Corp
Connecticut
$684K -$19.5K -20 -3%
TWM
2030
Thrive Wealth Management
Pennsylvania
$683K +$12.7K +13 +2%
PCM
2031
Princeton Capital Management
New Jersey
$682K – – –
WAM
2032
WNY Asset Management
New York
$681K -$35.1K -36 -5%
FWM
2033
Finer Wealth Management
Massachusetts
$679K -$3.9K -4 -0.6%
MHIC
2034
Marble Harbor Investment Counsel
Massachusetts
$679K -$58.5K -60 -8%
BIA
2035
Bigelow Investment Advisors
Maine
$679K +$34.1K +35 +6%
AO
2036
Advisor OS
Illinois
$677K -$15.6K -16 -2%
FPCP
2037
Fort Point Capital Partners
California
$677K -$19.5K -20 -3%
WIC
2038
Woodmont Investment Counsel
Tennessee
$674K -$158K -162 -20%
MCA
2039
Magnolia Capital Advisors
Mississippi
$674K -$1.95K -2 -0.3%
FA
2040
Fountainhead AM
New Jersey
$674K -$6.83K -7 -1%
LWM
2041
Lyell Wealth Management
California
$674K – – –
AWM
2042
Accel Wealth Management
Iowa
$672K – – –
CBT
2043
Crews Bank & Trust
Florida
$672K -$11.7K -12 -2%
SGCM
2044
Sanchez Gaunt Capital Management
Nevada
$672K -$32.2K -33 -5%
RCP
2045
Rothschild Capital Partners
New York
$668K +$975 +1 +0.2%
GWM
2046
Greenline Wealth Management
Florida
$667K +$49.7K +51 +8%
BWM
2047
Bullock Wealth Management
Indiana
$667K -$9.75K -10 -2%
CGA
2048
Crescent Grove Advisors
Illinois
$667K -$19.5K -20 -3%
LTM
2049
Lotus Technology Management
Florida
$665K +$642K +658 New
GSC
2050
G&S Capital
Colorado
$662K -$224K -230 -26%
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