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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
2401
Helium Advisors
Washington
$389K -$7.8K -8 -2%
CAWM
2402
Capital Advisors Wealth Management
Washington
$387K -$15.6K -16 -4%
FC
2403
Fairscale Capital
New Hampshire
$387K – – –
OWA
2404
OakTrust Wealth Advisors
Connecticut
$386K -$12.7K -13 -3%
IWP
2405
Innova Wealth Partners
Pennsylvania
$386K – – –
SW
2406
SkyOak Wealth
Michigan
$386K – – –
EWM
2407
Edge Wealth Management
New York
$385K +$975 +1 +0.3%
GHA
2408
Granite Harbor Advisors
Texas
$385K -$21.4K -22 -5%
MWA
2409
Motive Wealth Advisors
Michigan
$385K +$24.4K +25 +7%
KW
2410
Keyvantage Wealth
Pennsylvania
$385K +$38K +39 +11%
FPF
2411
First Pacific Financial
Washington
$384K -$1.44M -1,474 -80%
MIM
2412
Macroview Investment Management
Maryland
$381K -$975 -1 -0.3%
FC
2413
Fusion Capital
South Carolina
$381K +$6.83K +7 +2%
SFG
2414
Sather Financial Group
Texas
$381K +$90.7K +93 +33%
IVP
2415
Intrinsic Value Partners
Arizona
$380K – – –
GLLW
2416
Graves Light Lenhart Wealth
Virginia
$380K – – –
PWM
2417
Palumbo Wealth Management
New York
$380K +$19.5K +20 +6%
SFS
2418
Sharp Financial Services
Pennsylvania
$379K -$214K -220 -37%
NWA
2419
New World Advisors
Massachusetts
$379K +$5.85K +6 +2%
NQWM
2420
Northwest Quadrant Wealth Management
Oregon
$379K – – –
IP
2421
Ignite Planners
California
$378K – – –
FC
2422
Financial Consulate
Maryland
$378K – – –
FWP
2423
Firethorn Wealth Partners
Georgia
$377K -$4.88K -5 -1%
FBFS
2424
First Business Financial Services
Wisconsin
$375K – – –
JWM
2425
JGP Wealth Management
Oregon
$374K +$24.4K +25 +7%
95 96
97
98 99