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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
OF
2126
Optimize Financial
California
$585K -$1.95K -2 -0.3%
SCS
2127
Sound Capital Solutions
Florida
$585K +$564K +578 New
FCA
2128
FLC Capital Advisors
California
$584K – – –
CP
2129
Castleview Partners
Texas
$583K +$1.95K +2 +0.3%
SPI
2130
Santori & Peters Inc
Pennsylvania
$579K – – –
AA
2131
Aire Advisors
California
$578K +$20.5K +21 +4%
BPW
2132
BlueDoor Private Wealth
Massachusetts
$578K -$20.5K -21 -4%
LI
2133
Louisbourg Investments
New Brunswick, Canada
$577K +$5.85K +6 +0.8%
WAG
2134
Winthrop Advisory Group
Massachusetts
$576K +$97.5K +100 +21%
TF
2135
Tudor Financial
Ohio
$576K +$26.3K +27 +5%
CCM
2136
Canal Capital Management
Virginia
$574K +$30.2K +31 +6%
VFG
2137
V2 Financial group
Illinois
$574K – – –
GKFF
2138
George Kaiser Family Foundation
Oklahoma
$573K +$553K +567 New
PGCM
2139
Prescott Group Capital Management
Oklahoma
$573K +$553K +567 New
AFG
2140
ABLE Financial Group
Arizona
$572K +$1.95K +2 +0.4%
S
2141
Sunpointe
Missouri
$572K -$32.2K -33 -6%
JJBC
2142
James J. Burns & Company
New York
$572K +$975 +1 +0.2%
BAM
2143
Burkett Asset Management
$571K -$73.1K -75 -12%
BWM
2144
Baron Wealth Management
Michigan
$571K +$25.3K +26 +5%
FMC
2145
First Merchants Corp
Indiana
$570K – – –
SIS
2146
Sound Income Strategies
Florida
$570K +$43.9K +45 +9%
AAG
2147
Armstrong Advisory Group
Massachusetts
$569K +$4.88K +5 +0.9%
OAM
2148
Occidental Asset Management
California
$569K +$27.3K +28 +5%
EA
2149
Enclave Advisors
Texas
$568K -$18.5K -19 -3%
WCFA
2150
Walkner Condon Financial Advisors
Wisconsin
$567K +$37K +38 +7%
84 85
86
87 88