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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
2101
Winthrop Advisory Group
Massachusetts
$238K +$558 +1 +0.2%
TPWA
2102
Twin Peaks Wealth Advisors
California
$237K +$231K +414 New
NQWM
2103
Northwest Quadrant Wealth Management
Oregon
$237K +$231K +414 New
SIMG
2104
Sonora Investment Management Group
Arizona
$235K -$54.7K -98 -19%
WE
2105
Wealth Effects
Massachusetts
$234K -$11.7K -21 -5%
AF
2106
Atala Financial
California
$234K +$228K +408 New
MFWP
2107
Mosaic Family Wealth Partners
Missouri
$233K +$558 +1 +0.2%
CFIA
2108
Cantor Fitzgerald Investment Advisors
New York
$232K +$226K +405 New
FWTB
2109
First Western Trust Bank
Colorado
$232K +$226K +405 New
SBIA
2110
Sheaff Brock Investment Advisors
Indiana
$231K +$225K +404 New
TWM
2111
TCFG Wealth Management
California
$231K +$225K +403 New
BAM
2112
Blueshift Asset Management
New Jersey
$231K +$225K +403 New
KW
2113
Keyvantage Wealth
Pennsylvania
$230K +$224K +402 New
SHFA
2114
SS&H Financial Advisors
Michigan
$230K +$223K +400 New
PMA
2115
Prudent Man Advisors
Illinois
$230K +$224K +401 New
BHWA
2116
Beacon Harbor Wealth Advisors
Virginia
$229K +$223K +400 New
IA
2117
Intellus Advisors
Florida
$229K +$223K +400 New
MG
2118
McHugh Group
Ohio
$229K +$223K +400 New
TCM
2119
Tieton Capital Management
Washington
$229K +$223K +400 New
MA
2120
MJP Associates
Connecticut
$228K +$223K +399 New
LFP
2121
Lakeshore Financial Planning
Michigan
$228K +$222K +398 New
SAF
2122
Smith Anglin Financial
Texas
$227K +$221K +397 New
AI
2123
Accredited Investors
Minnesota
$227K +$221K +396 New
WWM
2124
Westwood Wealth Management
California
$226K +$220K +395 New
DIM
2125
DLK Investment Management
California
$225K +$219K +393 New
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