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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
2026
Cypress Capital Group
Florida
$266K -$31.8K -57 -11%
FA
2027
Fortis Advisors
Pennsylvania
$266K +$259K +465 New
RFP
2028
Root Financial Partners
California
$266K +$259K +465 New
CNBOF
2029
City National Bank of Florida
Florida
$266K +$259K +464 New
SFO
2030
Stenger Family Office
Illinois
$266K +$259K +464 New
BMC
2031
Benin Management Corp
Connecticut
$266K – – –
OBWG
2032
Onyx Bridge Wealth Group
New York
$264K -$8.93K -16 -3%
SAMT
2033
Select Asset Management & Trust
Pennsylvania
$264K – – –
WCM
2034
Wallace Capital Management
Texas
$264K +$30.7K +55 +14%
FWA
2035
FSM Wealth Advisors
Ohio
$263K +$10.6K +19 +5%
KFGK
2036
Keystone Financial Group (Kentucky)
Kentucky
$263K +$255K +458 New
GCA
2037
Gallagher Capital Advisors
Texas
$262K +$255K +458 New
RWA
2038
Redhawk Wealth Advisors
Minnesota
$262K +$558 +1 +0.2%
WRPWM
2039
Werba Rubin Papier Wealth Management
California
$262K +$17.8K +32 +8%
BCM
2040
BluePath Capital Management
Georgia
$262K +$12.3K +22 +5%
NAS
2041
Nicolet Advisory Services
Wisconsin
$262K -$5.02K -9 -2%
WP
2042
Westmount Partners
California
$260K -$3.35K -6 -1%
CWM
2043
Cahaba Wealth Management
Georgia
$260K – – –
PCM
2044
Payne Capital Management
New York
$260K +$253K +454 New
LSA
2045
Lansing Street Advisors
Pennsylvania
$259K +$2.23K +4 +0.9%
NG
2046
Novem Group
New York
$259K +$253K +453 New
SFS
2047
Sharp Financial Services
Pennsylvania
$259K -$70.8K -127 -22%
N
2048
Numerai
California
$259K +$253K +453 New
MCA
2049
Magnolia Capital Advisors
Mississippi
$259K -$127K -228 -33%
CWC
2050
Carolinas Wealth Consulting
North Carolina
$259K +$105K +188 +71%
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