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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2301
Sunbeam Capital Management
Georgia
$442K +$10.7K +11 +3%
SA
2302
Sonoma Allocations
California
$441K -$77K -79 -16%
CFG
2303
Carter Financial Group
Illinois
$441K -$61.4K -63 -13%
VC
2304
Vicus Capital
Pennsylvania
$441K +$18.5K +19 +5%
TL
2305
Tradewinds LLC
North Carolina
$440K +$4.61M +4,728 +1,987%
SHGA
2306
Sand Hill Global Advisors
California
$439K +$975 +1 +0.2%
PPW
2307
Parcion Private Wealth
Washington
$439K +$68.2K +70 +19%
CFCS
2308
CDM Financial Counseling Services
Connecticut
$439K – – –
TWA
2309
Talisman Wealth Advisors
New Jersey
$438K +$47.8K +49 +13%
BF
2310
Brucke Financial
Indiana
$438K -$73.1K -75 -15%
DBRC
2311
D.B. Root & Company
Pennsylvania
$438K -$15.6K -16 -4%
EGWAG
2312
Elwood & Goetz Wealth Advisory Group
Georgia
$438K +$40.9K +42 +11%
AA
2313
Advisory Advocates
Michigan
$438K +$32.2K +33 +8%
T
2314
TrustBank
Illinois
$437K -$10.7K -11 -2%
GA
2315
GSG Advisors
New Jersey
$436K +$111K +114 +36%
OFS
2316
OneAscent Financial Services
Alabama
$436K -$3.9K -4 -0.9%
PWW
2317
Pettyjohn Wood & White
Virginia
$436K – – –
AWA
2318
Amplius Wealth Advisors
Pennsylvania
$435K +$419K +430 New
MAG
2319
Meadowbrook Advisors Group
New Jersey
$434K +$55.6K +57 +15%
APG
2320
Abacus Planning Group
South Carolina
$433K -$43.9K -45 -10%
CIP
2321
Convergence Investment Partners
Florida
$433K -$1.24M -1,267 -75%
TWM
2322
Tortuga Wealth Management
California
$432K +$22.4K +23 +6%
CAL
2323
Capital Advisors Ltd
Ohio
$432K +$77K +79 +23%
PAM
2324
PCG Asset Management
New Jersey
$432K -$14.6K -15 -3%
BFC
2325
Bedel Financial Consulting
Indiana
$432K – – –
91 92
93
94 95