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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
TDB
2026
Thompson David Blair
$555K +$515K +631 New
AIM
2027
Acropolis Investment Management
Missouri
$554K +$8.98K +11 +2%
JE
2028
Jacobs Equity
Utah
$554K +$514K +630 New
SP
2029
Stablepoint Partners
Massachusetts
$553K -$3.26K -4 -0.6%
ACM
2030
Avos Capital Management
Washington
$551K +$512K +627 New
PWP
2031
Ponta Wealth Partners
Florida
$551K +$512K +627 New
SI
2032
Seeds Investor
New York
$551K -$3.26K -4 -0.6%
SCA
2033
Sulzberger Capital Advisors
Florida
$550K +$179K +219 +54%
FWA
2034
FSM Wealth Advisors
Ohio
$550K +$84K +103 +20%
BHIA
2035
Birch Hill Investment Advisors
Massachusetts
$549K
WAL
2036
W Advisors LLC
Tennessee
$548K
KFGK
2037
Keystone Financial Group (Kentucky)
Kentucky
$546K +$106K +130 +26%
AWM
2038
Athena Wealth Management
Nevada
$546K +$507K +621 New
I2I
2039
Insight 2811 Inc
Illinois
$544K
LI
2040
LifeWealth Investments
Florida
$543K +$3.26K +4 +0.7%
GA
2041
GFS Advisors
Texas
$542K +$4.9K +6 +1%
SL
2042
Sentinus LLC
Illinois
$541K +$502K +615 New
CHC
2043
City Holding Co
West Virginia
$541K
BIAS
2044
Beacon Investment Advisory Services
New Jersey
$540K +$33.5K +41 +7%
BC
2045
BDFS Capital
Delaware
$540K +$501K +614 New
TWA
2046
Tulsa Wealth Advisors
Oklahoma
$539K +$500K +613 New
HW
2047
Hamilton Wealth
California
$539K +$19.6K +24 +4%
Betterment LLC
2048
Betterment LLC
New York
$538K -$8.16K -10 -2%
NAMNJ
2049
NorthStar Asset Management (New Jersey)
New Jersey
$537K
B
2050
Bensler
Washington
$533K +$494K +606 New