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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
2076
FAS Wealth Partners
Kansas
$618K – – –
PS
2077
Planned Solutions
California
$618K +$10.7K +11 +2%
I2I
2078
Insight 2811 Inc
Illinois
$616K -$9.75K -10 -2%
TFM
2079
TFC Financial Management
Massachusetts
$616K +$4.88K +5 +0.8%
HW
2080
Hamilton Wealth
California
$615K +$16.6K +17 +3%
PPC
2081
Pennington Partners & Co
Maryland
$615K +$27.3K +28 +5%
SSWM
2082
Sheets Smith Wealth Management
North Carolina
$614K -$2.92K -3 -0.5%
IWM
2083
IMG Wealth Management
Florida
$614K – – –
ML
2084
McAdam LLC
Pennsylvania
$612K -$17.5K -18 -3%
SSA
2085
South Street Advisors
New York
$612K – – –
TFA
2086
Trinity Financial Advisors
Ohio
$609K -$24.4K -25 -4%
BWS
2087
Broadway Wealth Solutions
Texas
$608K -$8.78K -9 -1%
NCM
2088
NCM Capital Management
New Jersey
$607K -$4.88K -5 -0.8%
UAM
2089
Unison Asset Management
Florida
$607K – – –
SCM
2090
Saxony Capital Management
Missouri
$607K +$21.4K +22 +4%
HKAM
2091
Horizon Kinetics Asset Management
New York
$605K -$24.4K -25 -4%
PHWM
2092
Pine Harbor Wealth Management
Maryland
$604K – – –
1SB
2093
1ST Source Bank
Indiana
$603K -$26.3K -27 -4%
CAM
2094
Clark Asset Management
New Hampshire
$603K -$13.6K -14 -2%
GIA
2095
GHP Investment Advisors
Colorado
$602K +$975 +1 +0.2%
OL
2096
Odyssean LLC
Connecticut
$601K – – –
SIC
2097
Sterling Investment Counsel
New York
$599K -$1.95K -2 -0.3%
FG
2098
Foster Group
Iowa
$597K +$86.8K +89 +18%
PWM
2099
Peck Wealth Management
New York
$597K -$9.75K -10 -2%
FDDB
2100
Fidelity D&D Bancorp
Pennsylvania
$597K +$45.8K +47 +9%
82 83
84
85 86