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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2401
Massachusetts Wealth Management
Massachusetts
$330K – – –
EBA
2402
Eagle Bay Advisors
New York
$330K -$25.3K -31 -8%
APP
2403
Avantax Planning Partners
Iowa
$329K +$13.1K +16 +4%
FC
2404
Financial Consulate
Maryland
$328K – – –
AGC
2405
August Group Capital
$328K +$304K +373 New
BSSFA
2406
Baron Silver Stevens Financial Advisors
Florida
$326K -$57.1K -70 -16%
FBFS
2407
First Business Financial Services
Wisconsin
$326K -$32.6K -40 -10%
VA
2408
Valmark Advisers
Ohio
$326K +$7.34K +9 +2%
JCM
2409
Jacobsen Capital Management
Utah
$326K +$18.8K +23 +7%
KOC
2410
Koss-Olinger Consulting
Florida
$326K -$44.9K -55 -13%
VCM
2411
Virtue Capital Management
Tennessee
$326K +$290K +356 New
BFO
2412
Boston Family Office
Massachusetts
$325K – – –
JTWM
2413
Jackson Thornton Wealth Management
Alabama
$325K +$10.6K +13 +4%
WIM
2414
Westside Investment Management
California
$324K +$9.79K +12 +3%
FC
2415
Fusion Capital
South Carolina
$324K +$816 +1 +0.3%
HFS
2416
Howard Financial Services
Texas
$323K – – –
CG
2417
Curat Global
New Hampshire
$321K -$362K -444 -55%
AS
2418
Altshuler Shaham
Israel
$320K -$2.35M -2,875 -89%
HCMG
2419
Howard Capital Management Group
California
$320K – – –
FCM
2420
Firestone Capital Management
Florida
$319K +$816 +1 +0.3%
OWA
2421
Opal Wealth Advisors
New York
$318K +$4.08K +5 +1%
DWM
2422
DecisionMap Wealth Management
Virginia
$318K +$1.63K +2 +0.6%
KW
2423
Keyvantage Wealth
Pennsylvania
$318K +$62K +76 +27%
BWM
2424
BlackDiamond Wealth Management
New York
$318K +$14.7K +18 +6%
TCM
2425
Tandem Capital Management
New Jersey
$317K -$81.6K -100 -22%
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