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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
601
Laird Norton Wetherby Wealth Management
California
$3.86M +$209K +527 +6%
SC
602
SouthState Corp
Florida
$3.86M -$51.1K -129 -1%
IP
603
Intellectus Partners
California
$3.83M -$47.5K -120 -1%
MFS
604
Monetta Financial Services
Illinois
$3.83M – – –
DT
605
Diversified Trust
Tennessee
$3.82M -$80K -202 -2%
MPIM
606
McGinn Penninger Investment Management
Virginia
$3.81M +$3.96K +10 +0.1%
KA
607
Kercheville Advisors
Texas
$3.8M +$827K +2,090 +27%
LSPW
608
Lake Street Private Wealth
Illinois
$3.74M +$442K +1,117 +13%
GT
609
Greenleaf Trust
Michigan
$3.74M +$1.03M +2,603 +36%
NIG
610
NFJ Investment Group
Texas
$3.74M -$167K -422 -4%
SFI
611
Siemens Fonds Invest
Germany
$3.74M +$287K +725 +8%
AWM
612
Avior Wealth Management
Nebraska
$3.73M +$152K +383 +4%
BZWA
613
Blue Zone Wealth Advisors
California
$3.72M +$817K +2,063 +27%
CAM
614
Cresset Asset Management
Illinois
$3.7M +$846K +2,136 +28%
LSWM
615
Lorne Steinberg Wealth Management
Canada
$3.7M -$26.1K -66 -0.7%
SGI
616
Summit Global Investments
Utah
$3.7M +$3.83M +9,668 New
JIC
617
Joel Isaacson & Co
New York
$3.68M +$45.9K +116 +1%
HH
618
HWG Holdings
Texas
$3.66M +$3.79M +9,573 New
GLLW
619
Graves Light Lenhart Wealth
Virginia
$3.65M -$9.5K -24 -0.3%
CNC
620
Canandaigua National Corp
New York
$3.64M +$254K +642 +7%
CIC
621
Cornercap Investment Counsel
Georgia
$3.63M -$95K -240 -2%
IFWM
622
Institute for Wealth Management
Colorado
$3.61M +$26.5K +67 +0.7%
IA
623
IFG Advisory
Georgia
$3.61M -$27.7K -70 -0.7%
TCA
624
Transcend Capital Advisors
New Jersey
$3.59M +$940K +2,375 +34%
BCM
625
Barometer Capital Management
Ontario, Canada
$3.57M -$515K -1,300 -12%
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