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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2026
Beaumont Financial Advisors
Massachusetts
$537K – – –
AIM
2027
Athena Investment Management
California
$537K -$38.4K -43 -6%
BI
2028
Ballast Inc
Kentucky
$535K -$18.7K -21 -3%
SAM
2029
Stansberry Asset Management
Texas
$535K +$564K +632 New
PAS
2030
PKS Advisory Services
New York
$533K +$36.6K +41 +7%
AIM
2031
Acropolis Investment Management
Missouri
$533K – – –
TFA
2032
Trinity Financial Advisors
Ohio
$532K -$20.5K -23 -4%
WCG
2033
Weaver Consulting Group
California
$531K -$9.81K -11 -2%
RIA
2034
Regal Investment Advisors
Michigan
$531K -$7.14K -8 -1%
PPWM
2035
Paragon Private Wealth Management
Kentucky
$530K +$112K +126 +25%
JE
2036
Jacobs Equity
Utah
$530K -$3.57K -4 -0.6%
SCA
2037
Sulzberger Capital Advisors
Florida
$530K – – –
BHIA
2038
Birch Hill Investment Advisors
Massachusetts
$529K – – –
ML
2039
McAdam LLC
Pennsylvania
$528K +$39.3K +44 +8%
WAL
2040
W Advisors LLC
Tennessee
$527K -$892 -1 -0.2%
HKAM
2041
Horizon Kinetics Asset Management
New York
$527K -$294K -330 -35%
1SB
2042
1ST Source Bank
Indiana
$527K -$8.92K -10 -2%
AT
2043
American Trust
Kentucky
$527K -$8.92K -10 -2%
RWA
2044
Redhawk Wealth Advisors
Minnesota
$526K +$119K +133 +27%
I2I
2045
Insight 2811 Inc
Illinois
$524K – – –
OPW
2046
Oxler Private Wealth
New York
$524K -$13.4K -15 -2%
CHC
2047
City Holding Co
West Virginia
$520K – – –
BWS
2048
Broadway Wealth Solutions
Texas
$517K +$144K +161 +36%
VA
2049
Valmark Advisers
Ohio
$517K +$214K +240 +65%
OFG
2050
Oxford Financial Group
Indiana
$517K -$23.2K -26 -4%
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