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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
2301
Avidian Wealth Enterprises
Texas
$375K -$13.9K -17 -4%
TWA
2302
Talisman Wealth Advisors
New Jersey
$374K -$29.4K -36 -8%
NCTC
2303
New Covenant Trust Company
Indiana
$374K +$4.08K +5 +1%
TCG
2304
Transcendent Capital Group
Oklahoma
$374K -$171K -210 -33%
RAM
2305
Ramirez Asset Management
New York
$374K – – –
AF
2306
Apollon Financial
South Carolina
$373K +$80K +98 +30%
BBA
2307
BLB&B Advisors
Pennsylvania
$373K -$8.98K -11 -3%
EFSCE
2308
Enterprise Financial Services Corp (EFSC)
Missouri
$373K +$26.9K +33 +8%
IP
2309
Ignite Planners
California
$373K +$38.4K +47 +13%
DWM
2310
Ducere Wealth Management
California
$372K +$346K +424 New
APG
2311
Abacus Planning Group
South Carolina
$372K +$36.7K +45 +12%
DE
2312
DV Equities
Illinois
$372K +$345K +423 New
MFWP
2313
Mosaic Family Wealth Partners
Missouri
$370K – – –
VIPI
2314
Vista Investment Partners II
Indiana
$370K -$10.6K -13 -3%
TLA
2315
Tanglewood Legacy Advisors
Texas
$369K – – –
NQWM
2316
Northwest Quadrant Wealth Management
Oregon
$368K +$816 +1 +0.2%
GLLW
2317
Graves Light Lenhart Wealth
Virginia
$367K – – –
PCH
2318
PGIM Custom Harvest
New Jersey
$366K +$57.1K +70 +20%
BAMG
2319
Brand Asset Management Group
Missouri
$366K +$339K +416 New
PWW
2320
Pettyjohn Wood & White
Virginia
$366K +$339K +416 New
SWA
2321
SFMG Wealth Advisors
Texas
$365K +$77.5K +95 +30%
GRR
2322
Golden Reserve Retirement
Ohio
$365K +$339K +415 New
FGC
2323
First Growth Capital
Maryland
$365K +$315K +386 New
PMAM
2324
Picton Mahoney Asset Management
Ontario, Canada
$364K +$338K +414 New
BRPW
2325
Ballast Rock Private Wealth
South Carolina
$364K +$338K +414 New
91 92
93
94 95