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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2026
Westside Investment Management
California
$124K – – –
BAM
2027
Byrne Asset Management
New Jersey
$123K +$489 +1 +0.4%
BWP
2028
Baldwin Wealth Partners
Massachusetts
$120K +$105K +215 +768%
USB
2029
Union Savings Bank
Connecticut
$118K +$4.89K +10 +4%
SC
2030
Solstein Capital
California
$117K – – –
PAG
2031
Paladin Advisory Group
Iowa
$116K – – –
SIS
2032
Strategic Investment Solutions
Illinois
$114K +$489 +1 +0.4%
BGA
2033
Battery Global Advisors
Massachusetts
$113K +$112K +229 New
BONH
2034
Bank of New Hampshire
New Hampshire
$111K – – –
BIA
2035
Bell Investment Advisors
California
$110K – – –
LWCFA
2036
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$108K +$2.94K +6 +3%
WWP
2037
WR Wealth Planners
Missouri
$107K +$24.9K +51 +31%
CCM
2038
Chilton Capital Management
Texas
$105K +$11.3K +23 +12%
PCMC
2039
Planning Capital Management Corporation
Pennsylvania
$104K +$72.9K +149 +248%
SN
2040
Sittner & Nelson
Oregon
$103K – – –
JFA
2041
JNBA Financial Advisors
Minnesota
$100K – – –
GA
2042
GoalVest Advisory
New York
$99K – – –
FFWM
2043
Future Financial Wealth Management
Ohio
$99K +$97.8K +200 New
UIA
2044
Ulland Investment Advisors
Minnesota
$99K – – –
AWM
2045
Activest Wealth Management
Florida
$97.8K +$94.4K +193 +4,825%
BGAI
2046
Bruce G. Allen Investments
Colorado
$97.5K – – –
GKIM
2047
GW&K Investment Management
Massachusetts
$96K +$13.2K +27 +16%
FWM
2048
FSA Wealth Management
Massachusetts
$95.6K +$94.4K +193 New
JFGIW
2049
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$94.1K +$42.1K +86 +83%
NA
2050
Nordwand Advisors
Pennsylvania
$91.6K – – –
80 81
82
83 84