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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2526
Evermay Wealth Management
Virginia
$165K – – –
JFA
2527
JNBA Financial Advisors
Minnesota
$161K – – –
FFWM
2528
Future Financial Wealth Management
Ohio
$159K – – –
UIA
2529
Ulland Investment Advisors
Minnesota
$159K – – –
SA
2530
Strategic Advocates
Utah
$158K +$147K +199 New
HIIFS
2531
Harel Insurance Investments & Financial Services
Israel
$157K -$28.2K -38 -16%
BDPWM
2532
Barnes Dennig Private Wealth Management
Ohio
$154K +$144K +194 New
DF
2533
Dunhill Financial
United Kingdom
$154K +$1.48K +2 +1%
LWCFA
2534
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$152K – – –
SRCM
2535
Signature Resources Capital Management
California
$151K – – –
JFGIW
2536
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$150K +$57.8K +78 +71%
APW
2537
Aventura Private Wealth
Florida
$148K +$34.8K +47 +34%
STB
2538
S&T Bank
Pennsylvania
$147K +$5.93K +8 +5%
ANBT
2539
American National Bank & Trust
Texas
$146K – – –
BLC
2540
Brown, Lisle/Cummings
Rhode Island
$146K – – –
SVCP
2541
Silicon Valley Capital Partners
California
$143K -$25.2K -34 -16%
MIHAS
2542
Maj Invest Holding A/S
Denmark
$143K -$60.8M -82,020 -100%
IWP
2543
IAG Wealth Partners
Wisconsin
$139K – – –
IWM
2544
Inlight Wealth Management
Georgia
$139K – – –
HNW
2545
High Note Wealth
Minnesota
$138K +$8.89K +12 +7%
CAM
2546
Costello Asset Management
Pennsylvania
$135K – – –
RFS
2547
Richardson Financial Services
Massachusetts
$135K +$22.2K +30 +22%
HIMS
2548
Hager Investment Management Services
New Hampshire
$133K -$1.48K -2 -1%
UFPG
2549
United Financial Planning Group
New York
$132K +$123K +166 New
CB
2550
CNB Bank
Pennsylvania
$131K – – –
100 101
102
103 104