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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
S
2076
Sunpointe
Missouri
$506K +$14.3K +16 +3%
PHWM
2077
Pine Harbor Wealth Management
Maryland
$505K – – –
SFS
2078
Sharp Financial Services
Pennsylvania
$503K – – –
GIA
2079
GHP Investment Advisors
Colorado
$503K +$18.7K +21 +4%
OL
2080
Odyssean LLC
Connecticut
$503K +$530K +594 New
SIC
2081
Sterling Investment Counsel
New York
$502K -$42.8K -48 -7%
NGA
2082
Naples Global Advisors
Florida
$502K -$10.7K -12 -2%
CFS
2083
Commonwealth Financial Services
West Virginia
$502K +$120K +135 +29%
BPW
2084
BlueDoor Private Wealth
Massachusetts
$501K +$39.3K +44 +8%
CWS
2085
Confluence Wealth Services
Pennsylvania
$501K +$293K +328 +124%
SEP
2086
Signature Equity Partners
Ohio
$501K -$207K -232 -28%
HW
2087
Hamilton Wealth
California
$500K -$19.6K -22 -4%
MC
2088
Miramontes Capital
California
$499K -$45.5K -51 -8%
BW
2089
Basepoint Wealth
Iowa
$498K -$2.68K -3 -0.5%
DPI
2090
Diversified Portfolios Inc
Michigan
$497K – – –
OPTFSNA
2091
Old Point Trust & Financial Services N A
Virginia
$497K – – –
SF
2092
Symphony Financial
Texas
$497K -$120K -134 -18%
RGC
2093
Roberts, Glore & Co
Illinois
$496K -$82.1K -92 -14%
FAOAI
2094
Fund Advisors of America Inc
Florida
$495K -$136K -152 -21%
BWM
2095
Bulltick Wealth Management
Florida
$495K +$4.46K +5 +0.9%
FCG
2096
Fielder Capital Group
Tennessee
$493K -$68.7K -77 -12%
LWM
2097
LeConte Wealth Management
Tennessee
$492K +$22.3K +25 +4%
EA
2098
Enclave Advisors
Texas
$492K -$892 -1 -0.2%
OF
2099
Optimize Financial
California
$491K -$46.4K -52 -8%
PPC
2100
Pennington Partners & Co
Maryland
$490K -$318K -356 -38%
82 83
84
85 86