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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
3076
Osterweis Capital Management
California
$43.5K – – –
SIM
3077
Synergy Investment Management
Florida
$43.4K +$33.1K +34 +340%
WAS
3078
Winch Advisory Services
Wisconsin
$41K +$17.5K +18 +78%
FFA
3079
Frazier Financial Advisors
Ohio
$40.7K -$975 -1 -2%
BF
3080
Brooklyn FI
New York
$39.5K +$35.1K +36 New
UCB
3081
United Community Bank
South Carolina
$38.4K -$34.1K -35 -48%
PWA
3082
Principia Wealth Advisory
Texas
$36.4K +$7.8K +8 +29%
MNA
3083
Manning & Napier Advisors
New York
$35.7K – – –
BC
3084
Bayforest Capital
United Kingdom
$35.4K -$19.5K -20 -36%
CCM
3085
Copeland Capital Management
Pennsylvania
$34.4K – – –
CT
3086
Clearstead Trust
Maine
$33.4K – – –
SVCP
3087
Silicon Valley Capital Partners
California
$32.6K +$1.95K +2 +7%
BTC
3088
Bank & Trust Company
Illinois
$32.4K – – –
GG
3089
Gleason Group
Kentucky
$31.5K +$22.4K +23 +288%
ABC
3090
Anchor Bay Capital
California
$29.6K +$28.3K +29 New
T2I
3091
Turim 21 Investimentos
Brazil
$29.3K – – –
CFFP
3092
Center for Financial Planning
Michigan
$28.3K – – –
BCM
3093
Boreal Capital Management
Florida
$28.3K – – –
BH
3094
Burk Holdings
Oklahoma
$28.3K – – –
MWM
3095
Mascoma Wealth Management
New Hampshire
$28.3K +$2.92K +3 +12%
CRI
3096
Commonwealth Retirement Investments
Virginia
$28.1K +$27.3K +28 New
AI
3097
Atomic Invest
New York
$27.4K -$5.85K -6 -18%
RC
3098
Rexford Capital
Texas
$27.3K – – –
KCM
3099
Key Capital Management
Tennessee
$26.3K – – –
BFPW
3100
BOK Financial Private Wealth
Colorado
$26.3K +$16.6K +17 +189%
122 123
124
125 126