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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2401
Financial Perspectives
Minnesota
$27.5K – – –
API
2402
Asset Planning Inc
California
$27.3K – – –
APW
2403
Atlantic Private Wealth
North Carolina
$27.3K – – –
AT
2404
Avenir Tech
Hong Kong
$27.3K – – –
FUBT
2405
First United Bank & Trust
Maryland
$27.3K – – –
WA
2406
Whipplewood Advisors
Colorado
$26.2K +$34.1M +56,686 +96,078%
T
2407
Tidemark
California
$26.1K -$9.03K -15 -24%
PMFA
2408
Plante Moran Financial Advisors
Michigan
$25.1K – – –
AW
2409
Avion Wealth
Texas
$25K – – –
CI
2410
Clal Insurance
Israel
$25K +$27.1K +45 New
OAJ
2411
Ogorek Anthony Joseph
New York
$24K +$26.5K +44 New
MWA
2412
Medallion Wealth Advisors
Connecticut
$23K +$18.1K +30 +250%
BI
2413
Binnacle Investments
Iowa
$22.9K +$25.3K +42 New
CTWM
2414
Cherry Tree Wealth Management
Minnesota
$21.9K +$9.03K +15 +60%
A
2415
AlphaQuest
New York
$21.9K +$24.1K +40 New
CPA
2416
Compass Planning Associates
Massachusetts
$21.8K – – –
AWM
2417
Accredited Wealth Management
Kentucky
$20.8K – – –
AFG
2418
Albion Financial Group
Utah
$20.2K – – –
RI
2419
Ridgewood Investments
New Jersey
$20.2K +$16.2K +27 +270%
Q1WB
2420
Quest 10 Wealth Builders
Virginia
$19.8K +$4.81K +8 +29%
BCPWM
2421
Bradley & Co Private Wealth Management
Florida
$19.1K – – –
BHWM
2422
Bay Harbor Wealth Management
Maryland
$19K +$3.61K +6 +21%
FCT
2423
First Community Trust
Iowa
$18.6K – – –
CCM
2424
Copeland Capital Management
Pennsylvania
$18.6K – – –
T
2425
Transce3nd
Texas
$18K -$12.6K -21 -39%
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97
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