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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
601
Level Four Advisory Services
Texas
$4.83M +$1.18M +2,688 +34%
CBB
602
Citizens Business Bank
California
$4.79M +$149K +339 +3%
GT
603
Greenleaf Trust
Michigan
$4.77M +$179K +408 +4%
IFWM
604
Institute for Wealth Management
Colorado
$4.75M +$27.2K +62 +0.6%
NC
605
NovaPoint Capital
Georgia
$4.73M +$154K +352 +3%
JPWM
606
Jamison Private Wealth Management
Georgia
$4.72M +$17.6K +40 +0.4%
RC
607
Roundview Capital
New Jersey
$4.72M +$4.83K +11 +0.1%
KRSITF
608
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.7M -$158K -361 -3%
MPA
609
Marvin & Palmer Associates
Delaware
$4.69M +$4.55M +10,379 New
OAM
610
Oppenheimer Asset Management
New York
$4.66M +$459K +1,046 +11%
BBP
611
Banco BTG Pactual
Brazil
$4.65M -$1.71M -3,900 -30%
NMIMC
612
Northwestern Mutual Investment Management Company
Wisconsin
$4.64M -$37.7K -86 -0.8%
XT
613
XTX Topco
Cayman Islands
$4.64M +$2.97M +6,758 +193%
TIA
614
Traphagen Investment Advisors
New Jersey
$4.64M +$61.4K +140 +1%
LSPW
615
Lake Street Private Wealth
Illinois
$4.64M -$122K -279 -3%
RVPG
616
Relative Value Partners Group
$4.64M +$3.86M +8,796 +605%
EIM
617
Essex Investment Management
Massachusetts
$4.63M -$517K -1,179 -10%
FTDI
618
First Trust Direct Indexing
Massachusetts
$4.62M +$581K +1,324 +15%
NIM
619
NEOS Investment Management
Connecticut
$4.58M +$1.31M +2,988 +42%
JFG
620
Jefferies Financial Group
New York
$4.57M +$3.15M +7,168 +243%
CI
621
Capital International
California
$4.57M -$1.75K -4 -0%
CAM
622
ClariVest Asset Management
California
$4.53M +$4.38M +9,978 +28,509%
CCP
623
Clarkston Capital Partners
Michigan
$4.52M – – –
ALAM
624
Asahi Life Asset Management
Japan
$4.52M -$453K -1,033 -9%
ASN
625
Advisory Services Network
Georgia
$4.5M +$30.3K +69 +0.7%
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