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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWA
2176
Beacon Harbor Wealth Advisors
Virginia
$327K – – –
FBFS
2177
First Business Financial Services
Wisconsin
$327K – – –
FEM
2178
Fulcrum Equity Management
Texas
$327K – – –
FAM
2179
Flaharty Asset Management
Florida
$327K – – –
TWP
2180
Triad Wealth Partners
Kansas
$326K +$56.3K +76 +23%
AF
2181
Atala Financial
California
$325K – – –
SCA
2182
Sulzberger Capital Advisors
Florida
$324K – – –
EBA
2183
Eagle Bay Advisors
New York
$323K -$30.4K -41 -9%
RW
2184
Rede Wealth
Virginia
$323K +$301K +406 New
CAM
2185
Chesapeake Asset Management
New York
$322K +$295K +398 +6,633%
NCTC
2186
New Covenant Trust Company
Indiana
$322K -$63K -85 -17%
NF
2187
Nvest Financial
New Hampshire
$321K +$299K +403 New
PFM
2188
Patton Fund Management
Texas
$321K – – –
FPCP
2189
Fort Point Capital Partners
California
$320K -$657K -886 -69%
CAM
2190
Clark Asset Management
New Hampshire
$320K +$298K +402 New
AI
2191
Accredited Investors
Minnesota
$319K -$2.22K -3 -0.7%
CFIA
2192
Cantor Fitzgerald Investment Advisors
New York
$319K – – –
IA
2193
Intellus Advisors
Florida
$319K – – –
MG
2194
McHugh Group
Ohio
$319K – – –
SHFA
2195
SS&H Financial Advisors
Michigan
$319K – – –
CCG
2196
Coastwise Capital Group
California
$318K +$741 +1 +0.3%
FWP
2197
Firethorn Wealth Partners
Georgia
$318K +$41.5K +56 +16%
GWM
2198
GSB Wealth Management
Connecticut
$318K -$14.1K -19 -5%
SIAG
2199
Safeguard Investment Advisory Group
California
$318K +$38.5K +52 +15%
MSWM
2200
McGlone Suttner Wealth Management
Wisconsin
$317K +$741 +1 +0.3%
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