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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
2051
First Personal Financial Services
North Carolina
$27.1K – – –
MFT
2052
Moisand Fitzgerald Tamayo
Florida
$27.1K – – –
PCMC
2053
Planning Capital Management Corporation
Pennsylvania
$27.1K – – –
HIM
2054
Hillsdale Investment Management
Ontario, Canada
$27.1K +$26.3K +60 New
HT
2055
Headlands Technologies
Illinois
$26.7K +$25.9K +59 New
PIS
2056
POM Investment Strategies
North Carolina
$26.2K +$25.5K +58 New
SFA
2057
Semmax Financial Advisors
North Carolina
$25.6K +$22.8K +52 New
ME
2058
McIlrath & Eck
Washington
$25.3K – – –
MBFW
2059
Morton Brown Family Wealth
Pennsylvania
$25.2K – – –
FFC
2060
First Financial Corp
Indiana
$24.4K – – –
AP
2061
Aspect Partners
Virginia
$24K +$5.27K +12 +29%
MSG
2062
Main Street Group
Virginia
$23.2K -$3.07K -7 -12%
FP
2063
Financial Perspectives
Minnesota
$22.8K – – –
AT
2064
Avenir Tech
Hong Kong
$22.6K +$21.9K +50 New
BFA
2065
BBJS Financial Advisors
Washington
$22.6K +$21.9K +50 New
VWA
2066
Valued Wealth Advisors
Utah
$21.9K +$3.95K +9 +23%
AFG
2067
Albion Financial Group
Utah
$21.7K – – –
HFS
2068
Horizon Financial Services
North Carolina
$20.4K – – –
FW
2069
Fairway Wealth
Ohio
$20.4K +$19.7K +45 New
PA
2070
Pineridge Advisors
Missouri
$19.4K -$1.32K -3 -7%
CFO
2071
CVA Family Office
Colorado
$18.5K +$2.19K +5 +14%
CPG
2072
Cornerstone Planning Group
New Jersey
$17.2K +$2.63K +6 +19%
WIA
2073
Wetzel Investment Advisors
Indiana
$16.7K -$30.3K -69 -63%
AW
2074
Avion Wealth
Texas
$16K -$8.78K -20 -35%
FFA
2075
Frazier Financial Advisors
Ohio
$15.8K +$1.75K +4 +13%
81 82
83
84 85