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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
2026
Convergence Investment Partners
Florida
$423K -$131K -177 -25%
LSA
2027
Lansing Street Advisors
Pennsylvania
$422K +$54.1K +73 +16%
CVM
2028
Cheviot Value Management
California
$422K – – –
AWM
2029
Aprio Wealth Management
Georgia
$422K +$68.2K +92 +21%
S
2030
Sunpointe
Missouri
$422K +$14.8K +20 +4%
TWM
2031
Tripletail Wealth Management
Florida
$420K +$11.1K +15 +3%
TF
2032
Tudor Financial
Ohio
$420K -$741 -1 -0.2%
QFA
2033
Quantum Financial Advisors
California
$419K – – –
IWA
2034
Icon Wealth Advisors
Texas
$419K -$48.2K -65 -11%
ACM
2035
AlphaStar Capital Management
North Carolina
$418K +$25.9K +35 +7%
SLT
2036
St Louis Trust
Missouri
$417K – – –
FWA
2037
FSM Wealth Advisors
Ohio
$416K +$50.4K +68 +15%
NAS
2038
Nicolet Advisory Services
Wisconsin
$415K -$50.4K -68 -11%
AEPWM
2039
Atlantic Edge Private Wealth Management
Florida
$414K +$11.1K +15 +3%
YCG
2040
Yeomans Consulting Group
Georgia
$414K +$391K +527 New
CCAL
2041
City Center Advisors LLC
Michigan
$413K -$57.1K -77 -13%
GDP
2042
Great Diamond Partners
Maine
$413K -$2.22K -3 -0.6%
IAMOG
2043
Investors Asset Management of Georgia
Georgia
$413K +$3.71K +5 +1%
CIS
2044
Custom Index Systems
New York
$412K +$40K +54 +12%
EIA
2045
Edgemoor Investment Advisors
Maryland
$411K – – –
CWM
2046
CCG Wealth Management
California
$410K +$15.6K +21 +4%
ML
2047
McAdam LLC
Pennsylvania
$409K -$55.6K -75 -13%
AAG
2048
Armstrong Advisory Group
Massachusetts
$408K +$741 +1 +0.2%
CFG
2049
Carter Financial Group
Illinois
$407K +$57.8K +78 +18%
SG
2050
StoneX Group
New York
$406K -$76.3K -103 -17%
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