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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
2276
Ignite Planners
California
$280K +$10.4K +14 +4%
FGG
2277
Financial Guidance Group
Florida
$280K – – –
FLII
2278
First Long Island Investors
New York
$280K +$260K +351 New
HIC
2279
Harvey Investment Company
Kentucky
$279K – – –
WIM
2280
Westside Investment Management
California
$279K +$30.4K +41 +13%
RWA
2281
Rooted Wealth Advisors
Illinois
$279K +$25.2K +34 +11%
SFB
2282
STAR Financial Bank
Indiana
$279K -$29.6K -40 -10%
AAM
2283
Aureus Asset Management
Massachusetts
$279K – – –
PWMG
2284
Pinnacle Wealth Management Group
Michigan
$279K – – –
HIP
2285
Harrell Investment Partners
Texas
$278K +$1.48K +2 +0.6%
SHGA
2286
Sand Hill Global Advisors
California
$278K – – –
JCM
2287
Jacobsen Capital Management
Utah
$277K +$18.5K +25 +8%
DC
2288
Diametric Capital
Massachusetts
$277K +$258K +348 New
NPF
2289
Norris Perne & French
Michigan
$277K – – –
CCB
2290
Country Club Bank
Missouri
$277K – – –
MIM
2291
Macroview Investment Management
Maryland
$276K – – –
PCH
2292
PGIM Custom Harvest
New Jersey
$276K +$7.41K +10 +3%
CAL
2293
Capital Advisors Ltd
Ohio
$276K – – –
EFH
2294
Eaton Financial Holdings
Florida
$276K -$60.8K -82 -19%
CWA
2295
Clarus Wealth Advisors
Arizona
$275K -$61.5K -83 -19%
TNB
2296
Thomasville National Bank
Georgia
$275K – – –
EPM
2297
Elm Partners Management
Pennsylvania
$274K +$13.3K +18 +6%
PWG
2298
Portside Wealth Group
Utah
$272K +$8.15K +11 +3%
MAM
2299
Mainsail Asset Management
Alabama
$272K +$29.6K +40 +13%
JWM
2300
JGP Wealth Management
Oregon
$272K -$741 -1 -0.3%
90 91
92
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