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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
PIP
2126
Peachtree Investment Partners
Florida
$300K +$246K +424 New
PNC
2127
Park National Corp
Ohio
$300K +$1.74K +3 +0.7%
NG
2128
Novem Group
New York
$299K -$2.9K -5 -1%
WDC
2129
Woodward Diversified Capital
California
$298K +$244K +421 New
EC
2130
EntryPoint Capital
New York
$298K -$9.27K -16 -4%
MFWP
2131
Mosaic Family Wealth Partners
Missouri
$298K – – –
TLA
2132
Tanglewood Legacy Advisors
Texas
$297K – – –
GWM
2133
GSB Wealth Management
Connecticut
$296K +$18K +31 +8%
TCM
2134
Triumph Capital Management
Colorado
$295K +$4.06K +7 +2%
NQWM
2135
Northwest Quadrant Wealth Management
Oregon
$294K +$579 +1 +0.2%
CFS
2136
Commonwealth Financial Services
West Virginia
$292K -$13.3K -23 -5%
FEM
2137
Fulcrum Equity Management
Texas
$291K -$19.7K -34 -8%
FBFS
2138
First Business Financial Services
Wisconsin
$291K – – –
KMWM
2139
Keudell/Morrison Wealth Management
Oregon
$291K – – –
BHWA
2140
Beacon Harbor Wealth Advisors
Virginia
$291K +$6.37K +11 +3%
GHA
2141
Granite Harbor Advisors
Texas
$291K +$18.5K +32 +8%
TWA
2142
Tandem Wealth Advisors
Arizona
$291K +$238K +411 New
FAM
2143
Flaharty Asset Management
Florida
$290K -$9.85K -17 -4%
APW
2144
Axim Planning & Wealth
Ohio
$289K -$5.21K -9 -2%
ANTB
2145
AMG National Trust Bank
Colorado
$289K – – –
AF
2146
Atala Financial
California
$289K – – –
BSSFA
2147
Baron Silver Stevens Financial Advisors
Florida
$288K +$236K +407 New
SCA
2148
Sulzberger Capital Advisors
Florida
$288K -$95.6K -165 -29%
AC
2149
Apella Capital
Connecticut
$288K +$235K +405 New
SEP
2150
Southland Equity Partners
Missouri
$286K +$235K +405 New
84 85
86
87 88