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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
576
Meridian Wealth Management
Kentucky
$3.5M +$2.58M +7,307 +221%
MP
577
MSD Partners
New York
$3.5M -$7.49M -21,220 -67%
RC
578
Roundview Capital
New Jersey
$3.46M -$71K -201 -2%
ATIA
579
American Trust Investment Advisors
New Hampshire
$3.46M +$92.5K +262 +3%
BRWA
580
B. Riley Wealth Advisors
Florida
$3.44M -$25.8K -73 -0.7%
SC
581
SouthState Corp
Florida
$3.42M +$96.1K +272 +3%
GT
582
Greenleaf Trust
Michigan
$3.42M +$210K +594 +6%
SIMM
583
Stillwater Investment Management (Minnesota)
Minnesota
$3.41M +$441K +1,249 +14%
LSPW
584
Lake Street Private Wealth
Illinois
$3.41M +$194K +548 +6%
WG
585
Welch Group
Alabama
$3.37M +$469K +1,329 +15%
AC
586
Asio Capital
Kentucky
$3.35M +$500K +1,417 +16%
NRS
587
Neville Rodie & Shaw
New York
$3.34M +$1.06M +2,990 +42%
LNWWM
588
Laird Norton Wetherby Wealth Management
California
$3.34M +$2.47K +7 +0.1%
BPC
589
Banque Pictet & Cie
Switzerland
$3.33M -$2.87M -8,116 -45%
TCA
590
Transcend Capital Advisors
New Jersey
$3.31M +$234K +663 +7%
KRSITF
591
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.31M +$384K +1,087 +12%
AWM
592
Avior Wealth Management
Nebraska
$3.3M +$91.8K +260 +3%
MFS
593
Monetta Financial Services
Illinois
$3.3M – – –
PC
594
PhiloSmith Capital
Connecticut
$3.3M +$1.06M +3,000 +43%
CCP
595
Clarkston Capital Partners
Michigan
$3.3M +$3.53M +10,000 New
EWM
596
Endurance Wealth Management
Rhode Island
$3.29M -$200K -565 -5%
IP
597
Intellectus Partners
California
$3.29M -$15.5K -44 -0.4%
PCP
598
Proficio Capital Partners
Massachusetts
$3.28M +$251K +710 +8%
CM
599
Caption Management
Oklahoma
$3.28M +$3.51M +9,940 New
AWS
600
Atria Wealth Solutions
New York
$3.27M +$3.5M +9,923 New
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