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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2051
NCM Capital Management
New Jersey
$532K – – –
SSA
2052
South Street Advisors
New York
$532K +$4.08K +5 +0.8%
NGA
2053
Naples Global Advisors
Florida
$532K +$36.7K +45 +8%
OWP
2054
ORG Wealth Partners
Texas
$531K -$126K -155 -20%
VAG
2055
VisionPoint Advisory Group
Texas
$531K +$1.63K +2 +0.3%
MCM
2056
Monument Capital Management
Virginia
$531K -$54.7K -67 -10%
DO
2057
denkapparat Operations
Germany
$531K – – –
IWM
2058
IMG Wealth Management
Florida
$530K +$10.6K +13 +2%
SIA
2059
Strategic Investment Advisors
Michigan
$529K +$98.7K +121 +25%
WRPWM
2060
Werba Rubin Papier Wealth Management
California
$528K +$103K +126 +27%
IVP
2061
Intrinsic Value Partners
Arizona
$527K -$3.26K -4 -0.7%
MPWS
2062
McCarter Private Wealth Services
Massachusetts
$527K – – –
PWM
2063
Peck Wealth Management
New York
$527K – – –
PS
2064
Planned Solutions
California
$527K – – –
UAM
2065
Unison Asset Management
Florida
$527K – – –
LWIC
2066
Leith Wheeler Investment Counsel
British Columbia, Canada
$527K +$490K +600 New
PHWM
2067
Pine Harbor Wealth Management
Maryland
$525K +$8.16K +10 +2%
SFS
2068
Sharp Financial Services
Pennsylvania
$523K – – –
FWP
2069
FAS Wealth Partners
Kansas
$522K -$5.71K -7 -1%
MBWA
2070
Marin Bay Wealth Advisors
California
$521K +$483K +592 New
BW
2071
Basepoint Wealth
Iowa
$520K -$313K -384 -39%
SP
2072
Successful Portfolios
Florida
$519K +$161K +197 +55%
PAS
2073
PKS Advisory Services
New York
$519K +$32.6K +40 +7%
RPGK
2074
Retirement Planning Group (Kansas)
Kansas
$519K +$96.3K +118 +25%
FA
2075
Fountainhead AM
New Jersey
$518K -$344K -421 -42%
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83
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