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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
OHWA
2051
Oak Hill Wealth Advisors
Virginia
$273K – – –
SWM
2052
Scissortail Wealth Management
Oklahoma
$273K – – –
RFMS
2053
RWQ Financial Management Services
Florida
$273K +$301K +500 New
WC
2054
Waterloo Capital
Texas
$272K +$48.7K +81 +19%
DIM
2055
Delta Investment Management
California
$271K +$602 +1 +0.2%
ICP
2056
Interchange Capital Partners
Pennsylvania
$271K -$18.1K -30 -6%
OPWM
2057
Oxinas Partners Wealth Management
Indiana
$271K +$3.01K +5 +1%
CWM
2058
Cahaba Wealth Management
Georgia
$271K +$24.7K +41 +9%
BWM
2059
Baron Wealth Management
Michigan
$270K -$35.5K -59 -11%
SB
2060
Sunflower Bank
Texas
$269K – – –
BWS
2061
Broadway Wealth Solutions
Texas
$269K -$27.7K -46 -9%
NCTC
2062
New Covenant Trust Company
Indiana
$269K -$10.8K -18 -4%
AAG
2063
Armstrong Advisory Group
Massachusetts
$268K – – –
CWM
2064
CCG Wealth Management
California
$267K +$63.2K +105 +27%
BAM
2065
Byrne Asset Management
New Jersey
$267K +$144K +239 +96%
JFGLC
2066
Johnson Financial Group LLC (Colorado)
Colorado
$265K +$292K +486 New
PAS
2067
PKS Advisory Services
New York
$265K +$9.03K +15 +3%
TWM
2068
Topsail Wealth Management
North Carolina
$264K +$9.63K +16 +3%
HDIM
2069
Hanson & Doremus Investment Management
Vermont
$264K -$10.8K -18 -4%
BFG
2070
Beacon Financial Group
Texas
$264K +$6.62K +11 +2%
WE
2071
Wealth Effects
Massachusetts
$263K +$43.3K +72 +18%
AC
2072
Addison Capital
Pennsylvania
$262K – – –
WA
2073
WBH Advisory
Maryland
$262K +$5.42K +9 +2%
WCM
2074
WealthBridge Capital Management
Ohio
$262K +$27.1K +45 +10%
LJAC
2075
L.J. Altfest & Co
New York
$262K -$3.01K -5 -1%
81 82
83
84 85