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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
WRPWM
2051
Werba Rubin Papier Wealth Management
California
$661K -$2.92K -3 -0.5%
VEM
2052
Vann Equity Management
Texas
$659K +$79K +81 +14%
PWM
2053
Palacios Wealth Management
Florida
$659K – – –
CFS
2054
Commonwealth Financial Services
West Virginia
$658K +$56.5K +58 +10%
TPWA
2055
Twin Peaks Wealth Advisors
California
$655K +$129K +132 +26%
4A
2056
4Wealth Advisors
Illinois
$653K +$4.88K +5 +0.8%
BIM
2057
Bridges Investment Management
Nebraska
$651K +$277K +284 +79%
AWM
2058
Aries Wealth Management
Maine
$651K – – –
GKWIM
2059
Gerber Kawasaki Wealth & Investment Management
California
$650K -$187K -192 -23%
MCM
2060
Monument Capital Management
Virginia
$645K +$37K +38 +6%
OWG
2061
Oxford Wealth Group
Florida
$643K -$22.4K -23 -3%
VAG
2062
VisionPoint Advisory Group
Texas
$643K +$79K +81 +15%
MA
2063
MJP Associates
Connecticut
$643K +$98.5K +101 +19%
EWS
2064
Evergreen Wealth Solutions
Pennsylvania
$640K +$599K +614 New
MC
2065
Miramontes Capital
California
$639K +$40.9K +42 +7%
AIM
2066
Acropolis Investment Management
Missouri
$638K +$975 +1 +0.2%
SMA
2067
Seven Mile Advisory
New Jersey
$638K -$34.1K -35 -5%
WAL
2068
W Advisors LLC
Tennessee
$638K +$7.8K +8 +1%
SP
2069
Symmetry Partners
Connecticut
$637K +$357K +366 +139%
BFA
2070
Beaumont Financial Advisors
Massachusetts
$636K -$5.85K -6 -0.9%
SIA
2071
SGL Investment Advisors
Montana
$635K -$322K -330 -35%
SGWP
2072
Sun Group Wealth Partners
California
$635K -$50.7K -52 -8%
PPWM
2073
Paragon Private Wealth Management
Kentucky
$635K +$975 +1 +0.2%
SCA
2074
Sulzberger Capital Advisors
Florida
$633K – – –
KFI
2075
Key Financial Inc
Pennsylvania
$633K +$255K +262 +72%
81 82
83
84 85