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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
SN
2751
Sittner & Nelson
Oregon
$204K +$10.6K +13 +6%
MBI
2752
May Barnhard Investments
Maryland
$204K -$36.7K -45 -16%
KWA
2753
Kondo Wealth Advisors
California
$204K +$189K +232 New
PA
2754
Perennial Advisors
New York
$204K +$189K +232 New
JC
2755
JB Capital
Connecticut
$204K +$189K +232 New
BFG
2756
Bouchey Financial Group
New York
$203K +$188K +231 New
BGAI
2757
Bruce G. Allen Investments
Colorado
$203K -$7.34K -9 -4%
BBNB
2758
Baker Boyer National Bank
Washington
$203K +$188K +231 New
DF
2759
Downshift Financial
Colorado
$203K +$186K +228 New
RPCA
2760
Running Point Capital Advisors
California
$202K +$188K +230 New
NC
2761
North Capital
Utah
$202K +$4.9K +6 +3%
VWM
2762
Vermillion Wealth Management
Minnesota
$202K +$81.6K +100 +77%
PWA
2763
Physician Wealth Advisors
Utah
$202K +$7.34K +9 +4%
BAM
2764
Belleair Asset Management
Florida
$201K +$187K +229 New
OFS
2765
OneAscent Financial Services
Alabama
$201K +$187K +229 New
CAM
2766
Concorde Asset Management
Michigan
$200K +$186K +228 New
EAN
2767
Excelsior Advisor Network
Colorado
$200K +$186K +228 New
RWM
2768
Raffa Wealth Management
District of Columbia
$198K +$132K +162 +257%
IRAG
2769
Investment Research & Advisory Group
Georgia
$198K +$816 +1 +0.5%
CCM
2770
Chilton Capital Management
Texas
$196K +$5.71K +7 +3%
SAM
2771
Sherman Asset Management
California
$193K – – –
MIFH
2772
Migdal Insurance & Financial Holdings
Israel
$192K -$91.4K -112 -34%
LWCFA
2773
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$188K – – –
BDPWM
2774
Barnes Dennig Private Wealth Management
Ohio
$187K +$15.5K +19 +10%
TCM
2775
TD Capital Management
Tennessee
$186K +$110K +135 +178%
109 110
111
112 113