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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
VFG
2101
Victory Financial Group
Texas
$238K +$232K +416 New
LWANC
2102
Laurel Wealth Advisors (North Carolina)
North Carolina
$238K +$558 +1 +0.2%
WAG
2103
Winthrop Advisory Group
Massachusetts
$238K +$558 +1 +0.2%
TPWA
2104
Twin Peaks Wealth Advisors
California
$237K +$231K +414 New
NQWM
2105
Northwest Quadrant Wealth Management
Oregon
$237K +$231K +414 New
SIMG
2106
Sonora Investment Management Group
Arizona
$235K -$54.7K -98 -19%
WE
2107
Wealth Effects
Massachusetts
$234K -$11.7K -21 -5%
AF
2108
Atala Financial
California
$234K +$228K +408 New
MFWP
2109
Mosaic Family Wealth Partners
Missouri
$233K +$558 +1 +0.2%
CFIA
2110
Cantor Fitzgerald Investment Advisors
New York
$232K +$226K +405 New
FWTB
2111
First Western Trust Bank
Colorado
$232K +$226K +405 New
SBIA
2112
Sheaff Brock Investment Advisors
Indiana
$231K +$225K +404 New
TWM
2113
TCFG Wealth Management
California
$231K +$225K +403 New
BAM
2114
Blueshift Asset Management
New Jersey
$231K +$225K +403 New
KW
2115
Keyvantage Wealth
Pennsylvania
$230K +$224K +402 New
SHFA
2116
SS&H Financial Advisors
Michigan
$230K +$223K +400 New
PMA
2117
Prudent Man Advisors
Illinois
$230K +$224K +401 New
BHWA
2118
Beacon Harbor Wealth Advisors
Virginia
$229K +$223K +400 New
IA
2119
Intellus Advisors
Florida
$229K +$223K +400 New
MG
2120
McHugh Group
Ohio
$229K +$223K +400 New
TCM
2121
Tieton Capital Management
Washington
$229K +$223K +400 New
MA
2122
MJP Associates
Connecticut
$228K +$223K +399 New
LFP
2123
Lakeshore Financial Planning
Michigan
$228K +$222K +398 New
SAF
2124
Smith Anglin Financial
Texas
$227K +$221K +397 New
AI
2125
Accredited Investors
Minnesota
$227K +$221K +396 New
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85
86 87