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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2301
Riverbend Wealth Management
South Carolina
$378K +$351K +430 New
TA
2302
TFB Advisors
Kansas
$377K -$2.45K -3 -0.7%
WDC
2303
Woodward Diversified Capital
California
$376K -$1.63K -2 -0.5%
SEP
2304
Southland Equity Partners
Missouri
$376K – – –
CCS
2305
Concentric Capital Strategies
Connecticut
$376K -$12.3M -15,014 -97%
AWE
2306
Avidian Wealth Enterprises
Texas
$375K -$13.9K -17 -4%
TWA
2307
Talisman Wealth Advisors
New Jersey
$374K -$29.4K -36 -8%
NCTC
2308
New Covenant Trust Company
Indiana
$374K +$4.08K +5 +1%
TCG
2309
Transcendent Capital Group
Oklahoma
$374K -$171K -210 -33%
RAM
2310
Ramirez Asset Management
New York
$374K – – –
AF
2311
Apollon Financial
South Carolina
$373K +$80K +98 +30%
BBA
2312
BLB&B Advisors
Pennsylvania
$373K -$8.98K -11 -3%
EFSCE
2313
Enterprise Financial Services Corp (EFSC)
Missouri
$373K +$26.9K +33 +8%
IP
2314
Ignite Planners
California
$373K +$38.4K +47 +13%
DWM
2315
Ducere Wealth Management
California
$372K +$346K +424 New
APG
2316
Abacus Planning Group
South Carolina
$372K +$36.7K +45 +12%
DE
2317
DV Equities
Illinois
$372K +$345K +423 New
MFWP
2318
Mosaic Family Wealth Partners
Missouri
$370K – – –
VIPI
2319
Vista Investment Partners II
Indiana
$370K -$10.6K -13 -3%
TLA
2320
Tanglewood Legacy Advisors
Texas
$369K – – –
NQWM
2321
Northwest Quadrant Wealth Management
Oregon
$368K +$816 +1 +0.2%
GLLW
2322
Graves Light Lenhart Wealth
Virginia
$367K – – –
PCH
2323
PGIM Custom Harvest
New Jersey
$366K +$57.1K +70 +20%
BAMG
2324
Brand Asset Management Group
Missouri
$366K +$339K +416 New
PWW
2325
Pettyjohn Wood & White
Virginia
$366K +$339K +416 New
91 92
93
94 95