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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
2426
Invenio Wealth Partners
Florida
$229K -$42.2K -57 -17%
SFO
2427
Stokes Family Office
Louisiana
$229K +$213K +288 New
AHL
2428
Abel Hall LLC
Louisiana
$229K -$2.96K -4 -1%
BF
2429
Brucke Financial
Indiana
$228K +$214K +289 New
OCPWS
2430
One Charles Private Wealth Services
Massachusetts
$228K +$212K +286 New
SPF
2431
South Plains Financial
Texas
$228K – – –
KW
2432
Keyvantage Wealth
Pennsylvania
$227K -$27.4K -37 -11%
AI
2433
AXS Investments
New York
$227K +$211K +285 New
MIM
2434
Marshall Investment Management
Colorado
$227K +$1.48K +2 +0.7%
AWA
2435
Archvest Wealth Advisors
California
$227K -$107K -144 -34%
SFG
2436
Sather Financial Group
Texas
$226K +$210K +284 New
LFG
2437
Lazard Frères Gestion
France
$226K +$210K +284 New
UF
2438
Univest Financial
Pennsylvania
$225K – – –
SCM
2439
Stonehearth Capital Management
Massachusetts
$225K +$210K +283 New
DW30
2440
Drucker Wealth 3.0
New Jersey
$225K +$210K +283 New
FWM
2441
Forefront Wealth Management
Pennsylvania
$225K +$209K +282 New
BFM
2442
Boothbay Fund Management
New York
$224K +$208K +281 New
CBTWT
2443
Community Bank & Trust (Waco, Texas)
Texas
$223K +$207K +280 New
MWP
2444
Meridian Wealth Partners
Pennsylvania
$222K -$24.5K -33 -11%
GSB
2445
Greenfield Savings Bank
Massachusetts
$221K +$206K +278 New
TCMP
2446
Thrive Capital Management (Pennsylvania)
Pennsylvania
$221K -$31.9K -43 -13%
MBI
2447
May Barnhard Investments
Maryland
$221K +$205K +277 New
AFA
2448
Allium Financial Advisors
Oregon
$221K +$205K +277 New
AFTS
2449
American Financial & Tax Strategies
New York
$221K +$205K +277 New
CWMK
2450
Caliber Wealth Management (Kansas)
Kansas
$221K +$205K +277 New
96 97
98
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