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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2251
Hemington Wealth Management
Virginia
$237K +$6.37K +11 +3%
HPC
2252
HM Payson & Co
Maine
$237K -$2.9K -5 -1%
TWP
2253
Triad Wealth Partners
Kansas
$236K +$193K +333 New
OC
2254
Oakworth Capital
Alabama
$236K – – –
PRRFG
2255
Paul R. Ried Financial Group
Washington
$235K +$192K +332 New
PWG
2256
Portside Wealth Group
Utah
$234K +$192K +331 New
ABTD
2257
Arvest Bank Trust Division
Oklahoma
$234K -$46.9K -81 -20%
QPW
2258
Quantum Private Wealth
Florida
$234K +$191K +330 New
CA
2259
Crewe Advisors
Utah
$233K -$6.37K -11 -3%
BWM
2260
BlackDiamond Wealth Management
New York
$232K +$191K +329 New
LGG
2261
Luts & Greenleigh Group
Maryland
$232K +$190K +328 New
GCA
2262
Gradient Capital Advisors
California
$232K +$190K +328 New
CWM
2263
Chesapeake Wealth Management
Virginia
$231K +$189K +327 New
VA
2264
Valmark Advisers
Ohio
$231K +$189K +327 New
EPM
2265
Elm Partners Management
Pennsylvania
$231K -$79.4K -137 -30%
AFA
2266
American Financial Advisors
Georgia
$230K +$188K +325 New
BBA
2267
BLB&B Advisors
Pennsylvania
$230K -$34.8K -60 -16%
HWA
2268
HHM Wealth Advisors
Tennessee
$230K – – –
ST
2269
Somerset Trust
Pennsylvania
$230K +$188K +325 New
WFA
2270
WMG Financial Advisors
Tennessee
$230K +$188K +325 New
GAM
2271
Gemmer Asset Management
California
$229K +$188K +324 New
PFG
2272
Prosperity Financial Group
California
$229K +$188K +324 New
SWGC
2273
Summit Wealth Group (Colorado)
Colorado
$229K +$188K +324 New
KW
2274
Keyvantage Wealth
Pennsylvania
$229K +$187K +323 New
EA
2275
Echo45 Advisors
California
$229K +$187K +323 New
89 90
91
92 93