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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
I
726
INVST
Indiana
$2.11M +$80.5K +228 +3%
SWM
727
Spire Wealth Management
Virginia
$2.1M -$2M -5,676 -47%
PCM
728
Poehling Capital Management
Wisconsin
$2.1M +$151K +428 +7%
CF
729
Centaurus Financial
California
$2.09M +$739K +2,093 +49%
1IA
730
1834 Investment Advisors
Wisconsin
$2.09M +$101K +285 +5%
USCWA
731
U.S. Capital Wealth Advisors
Texas
$2.08M -$45.2K -128 -2%
DWM
732
Dakota Wealth Management
Florida
$2.06M -$1.56M -4,412 -41%
LJCM
733
Lee Johnson Capital Management
Texas
$2.06M +$666K +1,885 +44%
AFS
734
Aft Forsyth & Sober
Florida
$2.06M – – –
BAM
735
Belpointe Asset Management
Nevada
$2.06M -$456K -1,291 -17%
RJT
736
Raymond James Trust
Florida
$2.04M +$177K +502 +9%
OAM
737
Oppenheimer Asset Management
New York
$2.03M -$326K -924 -13%
PCM
738
Parsons Capital Management
Rhode Island
$2.02M +$18.7K +53 +0.9%
EGA
739
E&G Advisors
Texas
$2.01M +$84.8K +240 +4%
EWM
740
Evercore Wealth Management
New York
$2.01M -$3.53K -10 -0.2%
CAM
741
Cypress Asset Management
Texas
$2.01M -$140K -395 -6%
PWMAG
742
Pinnacle Wealth Management Advisory Group
New Jersey
$2.01M +$894K +2,530 +71%
BCM
743
Bluefin Capital Management
New York
$2M -$2.63M -7,454 -55%
LAM
744
L2 Asset Management
Massachusetts
$2M +$1.08M +3,069 +103%
TSS
745
Two Sigma Securities
New York
$1.99M +$442K +1,251 +26%
IAA
746
Independent Advisor Alliance
North Carolina
$1.99M -$23K -65 -1%
GCM
747
Granby Capital Management
Florida
$1.98M +$2.12M +6,000 New
RSWM
748
Robertson Stephens Wealth Management
California
$1.97M +$109K +309 +5%
PFG
749
Peterson Financial Group
Iowa
$1.97M +$177K +500 +9%
SMH
750
Sanders Morris Harris
Texas
$1.95M – – –
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