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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
2276
Mine & Arao Wealth Creation & Management
California
$470K +$975 +1 +0.2%
CA
2277
Crewe Advisors
Utah
$470K +$5.85K +6 +1%
PMG
2278
Private Management Group
California
$470K -$1.95K -2 -0.4%
KA
2279
Kozak & Associates
Colorado
$469K -$9.75K -10 -2%
SHFA
2280
SC&H Financial Advisors
Maryland
$469K – – –
FFO
2281
Fortitude Family Office
Arizona
$468K +$29.2K +30 +7%
UB
2282
Umpqua Bank
Oregon
$467K +$975 +1 +0.2%
RWS
2283
RASP Wealth Solutions
Indiana
$467K +$449K +461 New
PFW
2284
Petros Family Wealth
Minnesota
$465K -$11.7K -12 -3%
MFS
2285
McNamara Financial Services
Massachusetts
$465K – – –
MWM
2286
Massachusetts Wealth Management
Massachusetts
$465K +$24.4K +25 +6%
PCH
2287
PGIM Custom Harvest
New Jersey
$465K +$975 +1 +0.2%
DOA
2288
D'Orazio & Associates
Virginia
$463K -$26.3K -27 -6%
MWM
2289
MinichMacGregor Wealth Management
New York
$461K -$39K -40 -8%
LA
2290
Latitude Advisors
Florida
$461K +$122K +125 +38%
CWM
2291
Cherrydale Wealth Management
New Jersey
$460K – – –
LIM
2292
Loudon Investment Management
New Hampshire
$459K -$29.2K -30 -6%
ZCP
2293
Z3 Capital Partners
Virginia
$459K -$14.6K -15 -3%
SLT
2294
St Louis Trust
Missouri
$459K – – –
AWM
2295
Act Wealth Management
Texas
$459K -$13.6K -14 -3%
HCM
2296
Hudson Capital Management
New Jersey
$458K -$23.4K -24 -5%
MAM
2297
MMA Asset Management
Pennsylvania
$455K -$4.88K -5 -1%
PFO
2298
Pioneer Family Office
Florida
$455K – – –
RIP
2299
RAM Investment Partners
Washington
$454K -$31.2K -32 -7%
CCMR
2300
Core Capital Management & Research
Texas
$453K +$426K +437 New
90 91
92
93 94