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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
B
2051
Bensler
Washington
$517K +$4.46K +5 +0.8%
FWP
2052
FAS Wealth Partners
Kansas
$517K +$15.2K +17 +3%
SSWM
2053
Sheets Smith Wealth Management
North Carolina
$516K +$206K +231 +61%
PUI
2054
Purpose Unlimited Inc
$516K -$34.8K -39 -6%
CAM
2055
Clark Asset Management
New Hampshire
$516K +$85.6K +96 +19%
GWM
2056
Greenline Wealth Management
Florida
$515K +$57.1K +64 +12%
IWM
2057
IMG Wealth Management
Florida
$514K +$3.57K +4 +0.7%
4A
2058
4Wealth Advisors
Illinois
$513K -$25K -28 -4%
NCM
2059
NCM Capital Management
New Jersey
$512K – – –
SSA
2060
South Street Advisors
New York
$512K – – –
TFM
2061
TFC Financial Management
Massachusetts
$511K +$16.9K +19 +3%
PFG
2062
PAX Financial Group
Texas
$510K +$59.8K +67 +13%
AFPL
2063
Advus Financial Partners, LLC
Florida
$510K +$150K +168 +39%
CCM
2064
CFO Capital Management
Connecticut
$508K -$107K -120 -17%
PWM
2065
Peck Wealth Management
New York
$508K – – –
PS
2066
Planned Solutions
California
$508K – – –
UAM
2067
Unison Asset Management
Florida
$508K – – –
LWIC
2068
Leith Wheeler Investment Counsel
British Columbia, Canada
$508K – – –
AWE
2069
Avidian Wealth Enterprises
Texas
$507K +$153K +172 +40%
MCM
2070
Monument Capital Management
Virginia
$507K -$4.46K -5 -0.8%
LCAM
2071
London & Capital Asset Management
United Kingdom
$506K -$110K -123 -17%
S
2072
Sunpointe
Missouri
$506K +$14.3K +16 +3%
PHWM
2073
Pine Harbor Wealth Management
Maryland
$505K – – –
SFS
2074
Sharp Financial Services
Pennsylvania
$503K – – –
GIA
2075
GHP Investment Advisors
Colorado
$503K +$18.7K +21 +4%
81 82
83
84 85