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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
3051
Osterweis Capital Management
California
$43.5K – – –
SIM
3052
Synergy Investment Management
Florida
$43.4K +$33.1K +34 +340%
WAS
3053
Winch Advisory Services
Wisconsin
$41K +$17.5K +18 +78%
FFA
3054
Frazier Financial Advisors
Ohio
$40.7K -$975 -1 -2%
BF
3055
Brooklyn FI
New York
$39.5K +$35.1K +36 New
UCB
3056
United Community Bank
South Carolina
$38.4K -$34.1K -35 -48%
MNA
3057
Manning & Napier Advisors
New York
$35.7K – – –
BC
3058
Bayforest Capital
United Kingdom
$35.4K -$19.5K -20 -36%
CCM
3059
Copeland Capital Management
Pennsylvania
$34.4K – – –
CT
3060
Clearstead Trust
Maine
$33.4K – – –
BTC
3061
Bank & Trust Company
Illinois
$32.4K – – –
GG
3062
Gleason Group
Kentucky
$31.5K +$22.4K +23 +288%
ABC
3063
Anchor Bay Capital
California
$29.6K +$28.3K +29 New
T2I
3064
Turim 21 Investimentos
Brazil
$29.3K – – –
CFFP
3065
Center for Financial Planning
Michigan
$28.3K – – –
BCM
3066
Boreal Capital Management
Florida
$28.3K – – –
BH
3067
Burk Holdings
Oklahoma
$28.3K – – –
MWM
3068
Mascoma Wealth Management
New Hampshire
$28.3K +$2.92K +3 +12%
CRI
3069
Commonwealth Retirement Investments
Virginia
$28.1K +$27.3K +28 New
RC
3070
Rexford Capital
Texas
$27.3K – – –
KCM
3071
Key Capital Management
Tennessee
$26.3K – – –
BFPW
3072
BOK Financial Private Wealth
Colorado
$26.3K +$16.6K +17 +189%
RWM
3073
RMG Wealth Management
Wisconsin
$25.9K -$26.3K -27 -52%
SFG
3074
Strive Financial Group
Indiana
$25.3K +$18.5K +19 +317%
B
3075
Birchbrook
Maine
$25.3K – – –
121 122
123
124 125