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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
2051
GS Investments
Minnesota
$273K – – –
HA
2052
Harbor Advisors
Florida
$273K – – –
MPWS
2053
McCarter Private Wealth Services
Massachusetts
$273K – – –
OHWA
2054
Oak Hill Wealth Advisors
Virginia
$273K – – –
SWM
2055
Scissortail Wealth Management
Oklahoma
$273K – – –
RFMS
2056
RWQ Financial Management Services
Florida
$273K +$301K +500 New
WC
2057
Waterloo Capital
Texas
$272K +$48.7K +81 +19%
DIM
2058
Delta Investment Management
California
$271K +$602 +1 +0.2%
ICP
2059
Interchange Capital Partners
Pennsylvania
$271K -$18.1K -30 -6%
OPWM
2060
Oxinas Partners Wealth Management
Indiana
$271K +$3.01K +5 +1%
CWM
2061
Cahaba Wealth Management
Georgia
$271K +$24.7K +41 +9%
BWM
2062
Baron Wealth Management
Michigan
$270K -$35.5K -59 -11%
SB
2063
Sunflower Bank
Texas
$269K – – –
BWS
2064
Broadway Wealth Solutions
Texas
$269K -$27.7K -46 -9%
NCTC
2065
New Covenant Trust Company
Indiana
$269K -$10.8K -18 -4%
AAG
2066
Armstrong Advisory Group
Massachusetts
$268K – – –
CWM
2067
CCG Wealth Management
California
$267K +$63.2K +105 +27%
BAM
2068
Byrne Asset Management
New Jersey
$267K +$144K +239 +96%
JFGLC
2069
Johnson Financial Group LLC (Colorado)
Colorado
$265K +$292K +486 New
PAS
2070
PKS Advisory Services
New York
$265K +$9.03K +15 +3%
TWM
2071
Topsail Wealth Management
North Carolina
$264K +$9.63K +16 +3%
HDIM
2072
Hanson & Doremus Investment Management
Vermont
$264K -$10.8K -18 -4%
BFG
2073
Beacon Financial Group
Texas
$264K +$6.62K +11 +2%
WE
2074
Wealth Effects
Massachusetts
$263K +$43.3K +72 +18%
AC
2075
Addison Capital
Pennsylvania
$262K – – –
81 82
83
84 85