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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
EFH
2426
Eaton Financial Holdings
Florida
$373K +$45.8K +47 +15%
LFIA
2427
Legacy Financial Independent Advisors
Kentucky
$372K -$15.6K -16 -4%
SIC
2428
Shoker Investment Counsel
Ohio
$371K – – –
KPWG
2429
KFA Private Wealth Group
Virginia
$369K -$16.6K -17 -4%
WIM
2430
Westside Investment Management
California
$368K – – –
FCM
2431
Firestone Capital Management
Florida
$368K +$975 +1 +0.3%
AWA
2432
AGH Wealth Advisors
Kansas
$367K +$40.9K +42 +13%
KIM
2433
Kestra Investment Management
Texas
$367K +$353K +362 New
IAS
2434
Integrity Advisory Solutions
Texas
$366K +$117K +120 +50%
UOTTAIMCU
2435
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$365K +$352K +361 New
GCA
2436
Gradient Capital Advisors
California
$365K – – –
GPA
2437
Guerra Pan Advisors
New Jersey
$364K – – –
BWM
2438
BlackDiamond Wealth Management
New York
$364K +$5.85K +6 +2%
CCMG
2439
Connecticut Capital Management Group
Connecticut
$363K – – –
FWP
2440
Flatrock Wealth Partners
California
$361K +$24.4K +25 +8%
WIM
2441
WealthPlan Investment Management
Nebraska
$360K +$50.7K +52 +17%
KA
2442
KLCM Advisors
Wisconsin
$360K -$28.3K -29 -8%
AC
2443
Addison Capital
Pennsylvania
$360K – – –
DSAM
2444
Dock Street Asset Management
Florida
$360K – – –
WWM
2445
Wolff Wiese Magana
California
$360K +$58.5K +60 +20%
HDIM
2446
Hanson & Doremus Investment Management
Vermont
$360K -$18.5K -19 -5%
SP
2447
Successful Portfolios
Florida
$360K -$1.95K -2 -0.6%
NFG
2448
Nadler Financial Group
Illinois
$359K +$27.3K +28 +9%
BFA
2449
Brendel Financial Advisors
New Hampshire
$359K -$1.95K -2 -0.6%
FLII
2450
First Long Island Investors
New York
$359K +$3.9K +4 +1%
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