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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
701
Ballentine Partners
Massachusetts
$8.03M +$57.1K +70 +0.8%
BFO
702
Biltmore Family Office
North Carolina
$8.01M -$496K -608 -6%
DFA
703
Delta Financial Advisors
Louisiana
$7.98M +$809K +991 +12%
MWA
704
MFA Wealth Advisors
Pennsylvania
$7.97M +$226K +277 +3%
FCP
705
Fidelis Capital Partners
Florida
$7.96M +$579K +709 +8%
LF
706
Longbow Finance
Switzerland
$7.96M -$6.45M -7,906 -47%
HI
707
Harbour Investments
Wisconsin
$7.95M +$3.57M +4,373 +94%
PH
708
Pinnacle Holdings
Oklahoma
$7.92M -$75.9K -93 -1%
FAT
709
First American Trust
California
$7.83M -$2.07M -2,540 -22%
WANY
710
Wealthspire Advisors (New York)
New York
$7.81M +$2.16M +2,644 +42%
GWM
711
Geneos Wealth Management
Colorado
$7.75M -$399K -489 -5%
SPC
712
Spirepoint Private Client
Florida
$7.72M +$6.53K +8 +0.1%
MSA
713
MUFG Securities Americas
New York
$7.72M -$47.3K -58 -0.7%
SPC
714
Sigma Planning Corp
Michigan
$7.7M -$94.7K -116 -1%
ECM
715
Everence Capital Management
Indiana
$7.67M – – –
BEI
716
Benjamin Edwards Inc
Missouri
$7.66M +$1.37M +1,673 +24%
QCG
717
Quadrant Capital Group
Ohio
$7.64M +$53.9K +66 +0.8%
BCM
718
BTC Capital Management
Iowa
$7.64M -$492K -603 -6%
CRCM
719
Crystal Rock Capital Management
Illinois
$7.62M – – –
EIM
720
Essex Investment Management
Massachusetts
$7.61M -$273K -334 -4%
CWG
721
Cornerstone Wealth Group
North Carolina
$7.58M +$45.7K +56 +0.7%
HCM
722
Hodges Capital Management
Texas
$7.57M +$542K +664 +8%
PCI
723
Pacifica Capital Investments
Texas
$7.56M -$277K -340 -4%
AFG
724
Atomi Financial Group
New York
$7.54M +$499K +612 +8%
NG
725
NWK Group
California
$7.53M +$6.99M +8,566 New
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