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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
HHRDM
2026
H&H Retirement Design & Management
Nevada
– -$234K -755 Closed
SM
2027
Sciencast Management
New Jersey
– -$242K -749 Closed
BSSFA
2028
Baron Silver Stevens Financial Advisors
Florida
– -$226K -700 Closed
CA
2029
CoreCap Advisors
Michigan
– -$225K -696 Closed
MSA
2030
Marino Stram & Associates
Massachusetts
– -$222K -687 Closed
SFO
2031
Stokes Family Office
Louisiana
– -$210K -649 Closed
QCIG
2032
Quad-Cities Investment Group
Iowa
– -$207K -639 Closed
AGC
2033
Aspen Grove Capital
Colorado
– -$206K -636 Closed
OWP
2034
Obermeyer Wealth Partners
Colorado
– -$204K -632 Closed
SAMT
2035
Select Asset Management & Trust
Pennsylvania
– -$203K -628 Closed
LIA
2036
LS Investment Advisors
Michigan
– -$202K -625 Closed
GP
2037
Girard Partners
Pennsylvania
– -$202K -624 Closed
OMC
2038
Old Mission Capital
Illinois
– -$202K -624 Closed
BCM
2039
BluePath Capital Management
Georgia
– -$141K -437 Closed
CCP
2040
Carmel Capital Partners
California
– -$109K -337 Closed
RFA
2041
Register Financial Advisors
Georgia
– -$108K -334 Closed
RCG
2042
Rock Creek Group
District of Columbia
– -$72.5K -224 Closed
NIC
2043
Northwest Investment Counselors
Oregon
– -$50.8K -157 Closed
PP
2044
PrairieView Partners
Minnesota
– -$46K -143 Closed
LFA
2045
LGT Financial Advisors
Texas
– -$38.8K -120 Closed
NC
2046
NewSquare Capital
Pennsylvania
– -$32.4K -100 Closed
FAM
2047
Flaharty Asset Management
Florida
– -$25.9K -80 Closed
WWP
2048
WR Wealth Planners
Missouri
– -$24.6K -76 Closed
EAM
2049
Exane Asset Management
France
– -$17.5K -54 Closed
MS
2050
Mizuho Securities
Japan
– -$9.71K -30 Closed
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