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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
2351
Keudell/Morrison Wealth Management
Oregon
$416K -$24.4K -25 -6%
CNBOF
2352
City National Bank of Florida
Florida
$416K +$401K +411 New
SIAG
2353
Safeguard Investment Advisory Group
California
$416K +$3.9K +4 +1%
EPW
2354
Endeavor Private Wealth
Kansas
$415K +$44.8K +46 +13%
WDC
2355
Woodward Diversified Capital
California
$415K +$2.92K +3 +0.7%
SIA
2356
Sovereign Investment Advisors
Arizona
$415K – – –
CWMK
2357
Caliber Wealth Management (Kansas)
Kansas
$414K -$80.9K -83 -17%
BTWM
2358
Baker Tilly Wealth Management
Wisconsin
$413K +$101K +104 +34%
EBA
2359
Eagle Bay Advisors
New York
$413K +$24.4K +25 +7%
SWA
2360
SFMG Wealth Advisors
Texas
$411K +$13.6K +14 +4%
UF
2361
Univest Financial
Pennsylvania
$411K +$96.5K +99 +32%
IWA
2362
Invera Wealth Advisors
Oregon
$411K +$396K +406 New
BBA
2363
BLB&B Advisors
Pennsylvania
$409K +$13.6K +14 +4%
NDBT
2364
North Dallas Bank & Trust
Texas
$409K +$28.3K +29 +8%
TFA
2365
Tobias Financial Advisors
Florida
$408K – – –
FA
2366
Faithward Advisors
Pennsylvania
$407K -$26.3K -27 -6%
LAM
2367
Lifestyle Asset Management
Texas
$407K +$1.95K +2 +0.5%
W
2368
Wealthquest
Ohio
$406K +$139K +143 +55%
OCPWS
2369
One Charles Private Wealth Services
Massachusetts
$405K +$4.88K +5 +1%
SHFA
2370
SS&H Financial Advisors
Michigan
$405K +$390K +400 New
DF
2371
Dunhill Financial
United Kingdom
$405K +$3.9K +4 +1%
PCM
2372
Praxis Capital Management
Illinois
$405K -$5.85K -6 -1%
CFIA
2373
Cantor Fitzgerald Investment Advisors
New York
$405K – – –
MG
2374
McHugh Group
Ohio
$405K – – –
CAC
2375
Core Alternative Capital
Georgia
$405K +$27.3K +28 +8%
93 94
95
96 97