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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
LOAME
751
Lombard Odier Asset Management (Europe)
United Kingdom
$618K – – –
NTC
752
NF Trinity Capital
Hong Kong
$618K – – –
AWP
753
Ascent Wealth Partners
New York
$617K -$387K -1,918 -34%
CAN
754
Cetera Advisor Networks
California
$616K +$28.4K +141 +4%
DPIM
755
Duff & Phelps Investment Management
Illinois
$611K – – –
DCM
756
Donaldson Capital Management
Indiana
$606K -$105K -519 -13%
OMC
757
Overbrook Management Corp
New York
$603K – – –
UB
758
UMB Bank
Missouri
$597K -$62.3K -309 -8%
GLA
759
Good Life Advisors
Pennsylvania
$596K +$17.6K +87 +3%
TAM
760
Tiverton Asset Management
Delaware
$592K -$484K -2,400 -40%
IHL
761
Investment House LLC
California
$591K -$124K -615 -15%
ICM
762
IMS Capital Management
Oregon
$588K – – –
NC
763
Noked Capital
Israel
$585K +$706K +3,500 New
NI
764
Noked Israel
Israel
$585K +$706K +3,500 New
AI
765
Atria Investments
North Carolina
$580K -$226K -1,119 -24%
TG
766
TLP Group
Illinois
$580K +$197K +979 +65%
BAM
767
Belpointe Asset Management
Nevada
$579K +$67.2K +333 +11%
CPC
768
Congress Park Capital
New York
$577K -$467K -2,314 -40%
KP
769
Keel Point
Alabama
$573K -$20.8K -103 -3%
PCM
770
Parsons Capital Management
Rhode Island
$570K -$92K -456 -12%
IIC
771
Integrated Investment Consultants
Michigan
$568K -$80.7K -400 -11%
EWM
772
Evercore Wealth Management
New York
$567K -$151K -750 -18%
MFG
773
Magnus Financial Group
New York
$566K +$684K +3,389 New
RIM
774
Rampart Investment Management
Connecticut
$565K -$3.07M -15,239 -82%
SLF
775
Sun Life Financial
Ontario, Canada
$565K +$56.1K +278 +9%
29 30
31
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