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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CVM
2026
Cheviot Value Management
California
$422K – – –
AWM
2027
Aprio Wealth Management
Georgia
$422K +$68.2K +92 +21%
S
2028
Sunpointe
Missouri
$422K +$14.8K +20 +4%
TWM
2029
Tripletail Wealth Management
Florida
$420K +$11.1K +15 +3%
TF
2030
Tudor Financial
Ohio
$420K -$741 -1 -0.2%
QFA
2031
Quantum Financial Advisors
California
$419K – – –
IWA
2032
Icon Wealth Advisors
Texas
$419K -$48.2K -65 -11%
ACM
2033
AlphaStar Capital Management
North Carolina
$418K +$25.9K +35 +7%
SLT
2034
St Louis Trust
Missouri
$417K – – –
FWA
2035
FSM Wealth Advisors
Ohio
$416K +$50.4K +68 +15%
NAS
2036
Nicolet Advisory Services
Wisconsin
$415K -$50.4K -68 -11%
AEPWM
2037
Atlantic Edge Private Wealth Management
Florida
$414K +$11.1K +15 +3%
YCG
2038
Yeomans Consulting Group
Georgia
$414K +$391K +527 New
CCAL
2039
City Center Advisors LLC
Michigan
$413K -$57.1K -77 -13%
GDP
2040
Great Diamond Partners
Maine
$413K -$2.22K -3 -0.6%
IAMOG
2041
Investors Asset Management of Georgia
Georgia
$413K +$3.71K +5 +1%
CIS
2042
Custom Index Systems
New York
$412K +$40K +54 +12%
EIA
2043
Edgemoor Investment Advisors
Maryland
$411K – – –
CWM
2044
CCG Wealth Management
California
$410K +$15.6K +21 +4%
ML
2045
McAdam LLC
Pennsylvania
$409K -$55.6K -75 -13%
AAG
2046
Armstrong Advisory Group
Massachusetts
$408K +$741 +1 +0.2%
CFG
2047
Carter Financial Group
Illinois
$407K +$57.8K +78 +18%
SG
2048
StoneX Group
New York
$406K -$76.3K -103 -17%
BWM
2049
BankPlus Wealth Management
Mississippi
$406K +$38.5K +52 +11%
CCFM
2050
Clear Creek Financial Management
Washington
$405K -$53.4K -72 -12%
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