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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2176
Archvest Wealth Advisors
California
$223K +$245K +407 New
OFS
2177
OneAscent Financial Services
Alabama
$222K +$244K +406 New
CPRC
2178
Consolidated Portfolio Review Corp
New York
$220K +$9.63K +16 +4%
SHFA
2179
SS&H Financial Advisors
Michigan
$219K – – –
LWANC
2180
Laurel Wealth Advisors (North Carolina)
North Carolina
$219K -$9.03K -15 -4%
CFIA
2181
Cantor Fitzgerald Investment Advisors
New York
$219K -$3.01K -5 -1%
BHWA
2182
Beacon Harbor Wealth Advisors
Virginia
$219K – – –
IA
2183
Intellus Advisors
Florida
$219K – – –
MG
2184
McHugh Group
Ohio
$219K – – –
AI
2185
Accredited Investors
Minnesota
$219K +$2.41K +4 +1%
AEPWM
2186
Atlantic Edge Private Wealth Management
Florida
$219K +$6.02K +10 +3%
SCA
2187
Sassicaia Capital Advisers
New York
$219K +$241K +400 New
BFC
2188
Bedel Financial Consulting
Indiana
$218K +$14.4K +24 +6%
FWTB
2189
First Western Trust Bank
Colorado
$217K -$4.81K -8 -2%
EAM
2190
Evanson Asset Management
California
$216K +$24.1K +40 +11%
CL
2191
CVFG LLC
Indiana
$216K -$265K -440 -53%
LAM
2192
Lifestyle Asset Management
Texas
$216K -$22.9K -38 -9%
WWM
2193
Westwood Wealth Management
California
$216K – – –
VFG
2194
Victory Financial Group
Texas
$215K -$9.03K -15 -4%
AA
2195
Armis Advisers
Georgia
$215K +$237K +394 New
JWM
2196
JGP Wealth Management
Oregon
$215K +$237K +394 New
EFSCE
2197
Enterprise Financial Services Corp (EFSC)
Missouri
$215K +$4.21K +7 +2%
FWA
2198
FSM Wealth Advisors
Ohio
$214K -$22.3K -37 -9%
TVAMP
2199
Tennessee Valley Asset Management Partners
Tennessee
$214K +$602 +1 +0.3%
MA
2200
MJP Associates
Connecticut
$214K -$4.81K -8 -2%
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