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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
1SB
2026
1ST Source Bank
Indiana
$556K -$2.45K -3 -0.5%
AT
2027
American Trust
Kentucky
$556K +$8.16K +10 +2%
TWM
2028
Thrive Wealth Management
Pennsylvania
$556K -$3.26K -4 -0.6%
OF
2029
Optimize Financial
California
$556K +$4.9K +6 +1%
FWP
2030
Falcon Wealth Planning
California
$556K +$55.5K +68 +12%
TDB
2031
Thompson David Blair
$555K +$515K +631 New
AIM
2032
Acropolis Investment Management
Missouri
$554K +$8.98K +11 +2%
JE
2033
Jacobs Equity
Utah
$554K +$514K +630 New
SP
2034
Stablepoint Partners
Massachusetts
$553K -$3.26K -4 -0.6%
ACM
2035
Avos Capital Management
Washington
$551K +$512K +627 New
PWP
2036
Ponta Wealth Partners
Florida
$551K +$512K +627 New
SI
2037
Seeds Investor
New York
$551K -$3.26K -4 -0.6%
SCA
2038
Sulzberger Capital Advisors
Florida
$550K +$179K +219 +54%
FWA
2039
FSM Wealth Advisors
Ohio
$550K +$84K +103 +20%
BHIA
2040
Birch Hill Investment Advisors
Massachusetts
$549K – – –
WAL
2041
W Advisors LLC
Tennessee
$548K – – –
KFGK
2042
Keystone Financial Group (Kentucky)
Kentucky
$546K +$106K +130 +26%
AWM
2043
Athena Wealth Management
Nevada
$546K +$507K +621 New
I2I
2044
Insight 2811 Inc
Illinois
$544K – – –
LI
2045
LifeWealth Investments
Florida
$543K +$3.26K +4 +0.7%
GA
2046
GFS Advisors
Texas
$542K +$4.9K +6 +1%
SL
2047
Sentinus LLC
Illinois
$541K +$502K +615 New
CHC
2048
City Holding Co
West Virginia
$541K – – –
BIAS
2049
Beacon Investment Advisory Services
New Jersey
$540K +$33.5K +41 +7%
BC
2050
BDFS Capital
Delaware
$540K +$501K +614 New
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