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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
601
Longbow Finance
Switzerland
$4.32M +$4.01M +10,341 New
CT
602
ClearAlpha Technologies
Connecticut
$4.32M +$1.23M +3,159 +44%
ECM
603
Everence Capital Management
Indiana
$4.29M – – –
CBB
604
Citizens Business Bank
California
$4.28M +$178K +458 +5%
AUB
605
Atlantic Union Bankshares
Virginia
$4.28M -$236K -607 -6%
USAA
606
United Services Automobile Association
Texas
$4.26M – – –
GT
607
Greenleaf Trust
Michigan
$4.24M +$37.3K +96 +1%
CI
608
Capital International
California
$4.22M +$132K +341 +3%
TIA
609
Traphagen Investment Advisors
New Jersey
$4.22M +$15.1K +39 +0.4%
NC
610
NovaPoint Capital
Georgia
$4.22M -$331K -854 -8%
CCP
611
Clarkston Capital Partners
Michigan
$4.18M – – –
TPWA
612
TRUE Private Wealth Advisors
Oregon
$4.14M -$785K -2,023 -17%
ASN
613
Advisory Services Network
Georgia
$4.13M +$374K +964 +11%
IP
614
Intellectus Partners
California
$4.11M -$16.3K -42 -0.4%
KWA
615
Kingswood Wealth Advisors
California
$4.11M -$341K -878 -8%
HNB
616
Huntington National Bank
Ohio
$4.05M +$138K +356 +4%
PIWA
617
Prevail Innovative Wealth Advisors
Kansas
$4.05M +$486K +1,253 +15%
AG
618
AIA Group
Hong Kong
$4.04M +$2.07M +5,330 +123%
G
619
GenTrust
Florida
$4.02M +$657K +1,694 +21%
MPIM
620
McGinn Penninger Investment Management
Virginia
$3.98M -$21.3K -55 -0.6%
CNBT
621
Canandaigua National Bank & Trust
New York
$3.97M -$9.7K -25 -0.3%
PH
622
Pinnacle Holdings
Oklahoma
$3.96M -$305K -785 -8%
IFAM
623
Institutional & Family Asset Management
Colorado
$3.94M -$284K -731 -7%
ICA
624
Infrastructure Capital Advisors
New York
$3.93M +$3.66M +9,420 New
VFA
625
Valeo Financial Advisors
Indiana
$3.92M +$215K +553 +2%
23 24
25
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