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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2026
Fountainhead AM
New Jersey
$674K -$6.83K -7 -1%
LWM
2027
Lyell Wealth Management
California
$674K – – –
AWM
2028
Accel Wealth Management
Iowa
$672K – – –
CBT
2029
Crews Bank & Trust
Florida
$672K -$11.7K -12 -2%
SGCM
2030
Sanchez Gaunt Capital Management
Nevada
$672K -$32.2K -33 -5%
RCP
2031
Rothschild Capital Partners
New York
$668K +$975 +1 +0.2%
GWM
2032
Greenline Wealth Management
Florida
$667K +$49.7K +51 +8%
BWM
2033
Bullock Wealth Management
Indiana
$667K +$638K +654 New
CGA
2034
Crescent Grove Advisors
Illinois
$667K -$19.5K -20 -3%
LTM
2035
Lotus Technology Management
Florida
$665K +$642K +658 New
GSC
2036
G&S Capital
Colorado
$662K -$224K -230 -26%
WRPWM
2037
Werba Rubin Papier Wealth Management
California
$661K -$2.92K -3 -0.5%
VEM
2038
Vann Equity Management
Texas
$659K +$79K +81 +14%
PWM
2039
Palacios Wealth Management
Florida
$659K – – –
CFS
2040
Commonwealth Financial Services
West Virginia
$658K +$56.5K +58 +10%
TPWA
2041
Twin Peaks Wealth Advisors
California
$655K +$129K +132 +26%
4A
2042
4Wealth Advisors
Illinois
$653K +$4.88K +5 +0.8%
BIM
2043
Bridges Investment Management
Nebraska
$651K +$277K +284 +79%
AWM
2044
Aries Wealth Management
Maine
$651K – – –
GKWIM
2045
Gerber Kawasaki Wealth & Investment Management
California
$650K -$187K -192 -23%
MCM
2046
Monument Capital Management
Virginia
$645K +$37K +38 +6%
OWG
2047
Oxford Wealth Group
Florida
$643K -$22.4K -23 -3%
VAG
2048
VisionPoint Advisory Group
Texas
$643K +$79K +81 +15%
MA
2049
MJP Associates
Connecticut
$643K +$98.5K +101 +19%
EWS
2050
Evergreen Wealth Solutions
Pennsylvania
$640K +$599K +614 New
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