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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2026
Sugarloaf Wealth Management
Georgia
$127K – – –
ZB
2027
Zions Bancorporation
Utah
$127K -$17.1K -35 -12%
WIM
2028
Westside Investment Management
California
$124K – – –
BAM
2029
Byrne Asset Management
New Jersey
$123K +$489 +1 +0.4%
BWP
2030
Baldwin Wealth Partners
Massachusetts
$120K +$105K +215 +768%
USB
2031
Union Savings Bank
Connecticut
$118K +$4.89K +10 +4%
SC
2032
Solstein Capital
California
$117K – – –
PAG
2033
Paladin Advisory Group
Iowa
$116K – – –
SIS
2034
Strategic Investment Solutions
Illinois
$114K +$489 +1 +0.4%
BGA
2035
Battery Global Advisors
Massachusetts
$113K +$112K +229 New
BONH
2036
Bank of New Hampshire
New Hampshire
$111K – – –
BIA
2037
Bell Investment Advisors
California
$110K – – –
LWCFA
2038
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$108K +$2.94K +6 +3%
WWP
2039
WR Wealth Planners
Missouri
$107K +$24.9K +51 +31%
CCM
2040
Chilton Capital Management
Texas
$105K +$11.3K +23 +12%
PCMC
2041
Planning Capital Management Corporation
Pennsylvania
$104K +$72.9K +149 +248%
SN
2042
Sittner & Nelson
Oregon
$103K – – –
JFA
2043
JNBA Financial Advisors
Minnesota
$100K – – –
GA
2044
GoalVest Advisory
New York
$99K – – –
FFWM
2045
Future Financial Wealth Management
Ohio
$99K +$97.8K +200 New
UIA
2046
Ulland Investment Advisors
Minnesota
$99K – – –
AWM
2047
Activest Wealth Management
Florida
$97.8K +$94.4K +193 +4,825%
BGAI
2048
Bruce G. Allen Investments
Colorado
$97.5K – – –
GKIM
2049
GW&K Investment Management
Massachusetts
$96K +$13.2K +27 +16%
FWM
2050
FSA Wealth Management
Massachusetts
$95.6K +$94.4K +193 New
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