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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
2226
Moller Wealth Partners
$302K – – –
APG
2227
Abacus Planning Group
South Carolina
$301K -$14.1K -19 -5%
CVA
2228
Central Valley Advisors
California
$301K – – –
SW
2229
SkyOak Wealth
Michigan
$301K – – –
KOC
2230
Koss-Olinger Consulting
Florida
$301K – – –
TCM
2231
Traub Capital Management
Massachusetts
$299K -$94.8K -128 -25%
IRC
2232
Investors Research Corp
Georgia
$299K -$491K -663 -64%
MWM
2233
Massachusetts Wealth Management
Massachusetts
$299K – – –
WA
2234
WP Advisors
California
$297K +$1.48K +2 +0.5%
FC
2235
Financial Consulate
Maryland
$297K +$276K +373 New
BFO
2236
Boston Family Office
Massachusetts
$295K – – –
ITIM
2237
Indiana Trust & Investment Management
Indiana
$295K – – –
AIM
2238
Advyzon Investment Management
Illinois
$293K +$5.93K +8 +2%
HFS
2239
Howard Financial Services
Texas
$293K – – –
EGWAG
2240
Elwood & Goetz Wealth Advisory Group
Georgia
$291K +$270K +365 New
LBC
2241
Leigh Baldwin & Co
New York
$290K +$13.3K +18 +5%
TCM
2242
Triumph Capital Management
Colorado
$290K -$39.3K -53 -13%
HCMG
2243
Howard Capital Management Group
California
$290K +$270K +364 New
FC
2244
Fusion Capital
South Carolina
$290K +$10.4K +14 +4%
EC
2245
EdgeRock Capital
Colorado
$289K +$4.45K +6 +2%
FCM
2246
Firestone Capital Management
Florida
$288K -$17.8K -24 -6%
SB
2247
Sunflower Bank
Texas
$288K – – –
VA
2248
Valmark Advisers
Ohio
$288K +$25.9K +35 +11%
LA
2249
LexAurum Advisors
Kansas
$288K +$268K +362 New
WWA
2250
Wingate Wealth Advisors
Massachusetts
$288K +$268K +362 New
88 89
90
91 92