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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
626
Lake Street Private Wealth
Illinois
$3.1M +$52.6K +147 +2%
IA
627
Icon Advisers
Colorado
$3.08M – – –
RPSA
628
Richard P. Slaughter Associates
Texas
$3.08M -$506K -1,415 -15%
CIA
629
Cohen Investment Advisors
New Hampshire
$3.07M -$268K -750 -8%
CWM
630
Concentric Wealth Management
California
$3.06M +$11.1K +31 +0.4%
GFA
631
Gifford Fong Associates
California
$3.04M – – –
AF
632
Ally Financial
Michigan
$3.04M +$1.43M +4,000 +100%
B
633
BP
United Kingdom
$3M -$987K -2,757 -26%
MFM
634
MD Financial Management
Ontario, Canada
$3M +$2.83M +7,907 New
EH
635
Equitable Holdings
New York
$3M +$302K +843 +12%
ACM
636
Alpha Capital Management
Texas
$2.98M +$29.3K +82 +1%
CW
637
CreativeOne Wealth
Kansas
$2.98M +$183K +511 +7%
NB
638
NBT Bank
New York
$2.97M -$69.8K -195 -2%
CAC
639
Core Alternative Capital
Georgia
$2.97M +$559K +1,562 +25%
CMTU
640
Capital Markets Trading (UK)
United Kingdom
$2.96M +$2.27M +6,344 +439%
PGIM
641
Pacific Global Investment Management
California
$2.95M +$14.3K +40 +0.5%
BZWA
642
Blue Zone Wealth Advisors
California
$2.92M -$2.86K -8 -0.1%
H
643
Hexavest
Quebec, Canada
$2.92M +$870K +2,430 +46%
LWMM
644
Legacy Wealth Management (Mississippi)
Mississippi
$2.9M -$25K -70 -0.9%
SWM
645
Spire Wealth Management
Virginia
$2.9M -$1.25M -3,491 -31%
CIC
646
Carnegie Investment Counsel
Ohio
$2.85M -$459K -1,282 -15%
KCPG
647
Kavar Capital Partners Group
Kansas
$2.85M +$5.37K +15 +0.2%
GAM
648
Gotham Asset Management
New York
$2.84M -$2.31M -6,452 -46%
BAM
649
Belpointe Asset Management
Nevada
$2.84M -$650K -1,817 -20%
PFS
650
Prospera Financial Services
Texas
$2.84M +$240K +671 +10%
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