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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
2326
Talisman Wealth Advisors
New Jersey
$438K +$47.8K +49 +13%
BF
2327
Brucke Financial
Indiana
$438K -$73.1K -75 -15%
DBRC
2328
D.B. Root & Company
Pennsylvania
$438K -$15.6K -16 -4%
EGWAG
2329
Elwood & Goetz Wealth Advisory Group
Georgia
$438K +$40.9K +42 +11%
AA
2330
Advisory Advocates
Michigan
$438K +$32.2K +33 +8%
T
2331
TrustBank
Illinois
$437K -$10.7K -11 -2%
GA
2332
GSG Advisors
New Jersey
$436K +$111K +114 +36%
OFS
2333
OneAscent Financial Services
Alabama
$436K -$3.9K -4 -0.9%
PWW
2334
Pettyjohn Wood & White
Virginia
$436K – – –
AWA
2335
Amplius Wealth Advisors
Pennsylvania
$435K +$419K +430 New
MAG
2336
Meadowbrook Advisors Group
New Jersey
$434K +$55.6K +57 +15%
APG
2337
Abacus Planning Group
South Carolina
$433K -$43.9K -45 -10%
CIP
2338
Convergence Investment Partners
Florida
$433K -$1.24M -1,267 -75%
TWM
2339
Tortuga Wealth Management
California
$432K +$22.4K +23 +6%
CAL
2340
Capital Advisors Ltd
Ohio
$432K +$77K +79 +23%
PAM
2341
PCG Asset Management
New Jersey
$432K -$14.6K -15 -3%
BFC
2342
Bedel Financial Consulting
Indiana
$432K – – –
MWM
2343
Mittelman Wealth Management
Massachusetts
$431K -$414K -425 -50%
CG
2344
CFO4Life Group
Texas
$430K +$11.7K +12 +3%
JWS
2345
Juncture Wealth Strategies
Arizona
$430K +$414K +425 New
FFS
2346
Founders Financial Securities
Maryland
$430K +$35.1K +36 +9%
QC
2347
Quantessence Capital
New York
$429K +$413K +424 New
HW
2348
HORAN Wealth
Ohio
$428K +$412K +423 New
TVAMP
2349
Tennessee Valley Asset Management Partners
Tennessee
$427K +$26.3K +27 +7%
AWA
2350
Archvest Wealth Advisors
California
$426K -$6.83K -7 -2%
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94
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