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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
776
TrinityPoint Wealth
Connecticut
$540K -$102K -481 -12%
CA
777
Clearstead Advisors
Ohio
$532K +$82.1K +387 +13%
NSAM
778
North Star Asset Management
Wisconsin
$529K -$10.6K -50 -1%
PAS
779
Partnervest Advisory Services
California
$529K +$332K +1,562 +84%
ZIC
780
ZWJ Investment Counsel
Georgia
$527K +$34.2K +161 +5%
CICI
781
Capital Investment Counsel Inc
North Carolina
$524K -$333K -1,571 -32%
BBHC
782
Brown Brothers Harriman & Co
New York
$524K -$217K -1,020 -23%
WAS
783
WESPAC Advisors SoCal
California
$522K -$14.2K -67 -2%
VAS
784
Vestmark Advisory Solutions
Massachusetts
$520K +$715K +3,366 New
EWA
785
Exencial Wealth Advisors
Oklahoma
$518K +$371K +1,749 +109%
TP
786
Tranquility Partners
Tennessee
$518K +$372K +1,752 +110%
CNAM
787
Campbell Newman Asset Management
Wisconsin
$517K +$20.8K +98 +3%
MFG
788
Merit Financial Group
Georgia
$513K +$20.2K +95 +3%
AII
789
AGF Investments Inc
Ontario, Canada
$513K +$705K +3,320 New
FMTC
790
Farmers & Merchants Trust Company
California
$512K +$22.9K +108 +3%
FI
791
Fosun International
China
$511K -$170K -800 -20%
MS
792
Maven Securities
Jersey
$510K +$700K +3,299 New
MIAS
793
Mason Investment Advisory Services
Virginia
$509K +$699K +3,293 New
EWM
794
Evercore Wealth Management
New York
$504K +$5.94K +28 +0.9%
WG
795
Welch Group
Alabama
$504K +$162K +761 +30%
AIM
796
Anchor Investment Management
South Carolina
$503K +$197K +930 +40%
EGM
797
Engineers Gate Manager
New York
$502K +$690K +3,250 New
SA
798
Strategic Advisors
New York
$499K +$260K +1,226 +77%
BHBT
799
Burke & Herbert Bank & Trust
Virginia
$498K +$149K +700 +28%
SP
800
Symmetry Partners
Connecticut
$497K +$683K +3,217 New
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