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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2026
Scarborough Advisors
Maryland
$43.9K +$11.4K +26 +37%
WPA
2027
West Paces Advisors
Georgia
$42.5K – – –
VAG
2028
VisionPoint Advisory Group
Texas
$41.2K -$3.95K -9 -9%
CA
2029
Centerpoint Advisors
Massachusetts
$41K – – –
MAM
2030
Meeder Asset Management
Ohio
$40.7K -$347K -790 -90%
CAM
2031
Costello Asset Management
Pennsylvania
$40.7K +$13.2K +30 +50%
RWM
2032
Raffa Wealth Management
District of Columbia
$40.3K +$8.78K +20 +29%
BTC
2033
Bank & Trust Company
Illinois
$39.4K +$38.2K +87 New
PPC
2034
Park Place Capital
Alabama
$38.9K – – –
CWM
2035
Compass Wealth Management
Connecticut
$38.4K – – –
HFA
2036
Hershey Financial Advisers
Pennsylvania
$37.5K +$36.4K +83 New
AP
2037
Atwood & Palmer
Missouri
$37.1K – – –
TCM
2038
Tributary Capital Management
Nebraska
$36.2K – – –
TVWM
2039
Tower View Wealth Management
Wisconsin
$35.3K – – –
IWP
2040
IAG Wealth Partners
Wisconsin
$34.8K – – –
GGI
2041
Godsey & Gibb Inc
Virginia
$33.9K -$4.39K -10 -12%
CCC
2042
Chelsea Counsel Company
California
$33.9K – – –
TCM
2043
TruNorth Capital Management
Michigan
$33.5K +$18K +41 +124%
TWP
2044
Triad Wealth Partners
Kansas
$30.8K +$29.8K +68 New
AWM
2045
Abound Wealth Management
Tennessee
$30.5K – – –
PCWA
2046
Pacific Capital Wealth Advisors
California
$29.9K +$27.2K +62 +1,550%
PWA
2047
Provenance Wealth Advisors
Florida
$29.4K – – –
A
2048
AlphaQuest
New York
$28.9K +$27.6K +63 +6,300%
SIS
2049
Sound Income Strategies
Florida
$28.5K +$9.21K +21 +50%
T
2050
Tidemark
California
$28.4K +$439 +1 +2%
80 81
82
83 84