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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
BGAI
2751
Bruce G. Allen Investments
Colorado
$203K -$7.34K -9 -4%
BBNB
2752
Baker Boyer National Bank
Washington
$203K +$188K +231 New
DF
2753
Downshift Financial
Colorado
$203K +$186K +228 New
RPCA
2754
Running Point Capital Advisors
California
$202K +$188K +230 New
NC
2755
North Capital
Utah
$202K +$4.9K +6 +3%
VWM
2756
Vermillion Wealth Management
Minnesota
$202K +$81.6K +100 +77%
PWA
2757
Physician Wealth Advisors
Utah
$202K +$7.34K +9 +4%
BAM
2758
Belleair Asset Management
Florida
$201K +$187K +229 New
OFS
2759
OneAscent Financial Services
Alabama
$201K +$187K +229 New
CAM
2760
Concorde Asset Management
Michigan
$200K +$186K +228 New
EAN
2761
Excelsior Advisor Network
Colorado
$200K +$186K +228 New
RWM
2762
Raffa Wealth Management
District of Columbia
$198K +$132K +162 +257%
IRAG
2763
Investment Research & Advisory Group
Georgia
$198K +$816 +1 +0.5%
CCM
2764
Chilton Capital Management
Texas
$196K +$5.71K +7 +3%
SAM
2765
Sherman Asset Management
California
$193K – – –
MIFH
2766
Migdal Insurance & Financial Holdings
Israel
$192K -$91.4K -112 -34%
LWCFA
2767
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$188K – – –
BDPWM
2768
Barnes Dennig Private Wealth Management
Ohio
$187K +$15.5K +19 +10%
TCM
2769
TD Capital Management
Tennessee
$186K +$110K +135 +178%
EWM
2770
Evermay Wealth Management
Virginia
$182K – – –
JFA
2771
JNBA Financial Advisors
Minnesota
$178K +$816 +1 +0.5%
SMFG
2772
Sumitomo Mitsui Financial Group
Japan
$178K +$163K +200 New
UIA
2773
Ulland Investment Advisors
Minnesota
$176K – – –
SA
2774
Strategic Advocates
Utah
$176K – – –
VCMGDR
2775
Vinland Capital Management Gestora de Recursos
Brazil
$174K +$162K +198 New
109 110
111
112 113