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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
JHCP
826
Jackson Hole Capital Partners
Oklahoma
$1.44M -$216K -695 -14%
FTDI
827
First Trust Direct Indexing
Massachusetts
$1.43M +$83.1K +267 +7%
VWM
828
Venturi Wealth Management
Texas
$1.42M -$103K -332 -7%
KHLMTHM
829
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.41M – – –
GC
830
Grimes & Company
Massachusetts
$1.4M +$31.4K +101 +2%
DSC
831
Duncker Streett & Co
Missouri
$1.39M -$140K -449 -10%
KA
832
Kercheville Advisors
Texas
$1.39M +$389K +1,250 +42%
NAM
833
NTV Asset Management
West Virginia
$1.38M -$109K -350 -8%
SIC
834
Salem Investment Counselors
North Carolina
$1.38M +$64.8K +208 +5%
SIM
835
Sterling Investment Management
Arizona
$1.37M -$63.5K -204 -5%
BFEC
836
Benjamin F. Edwards & Company
Missouri
$1.37M +$182K +583 +16%
9WM
837
9258 Wealth Management
Ohio
$1.37M -$11.8K -38 -0.9%
DWM
838
Dakota Wealth Management
Florida
$1.36M +$918K +2,948 +240%
1WA
839
180 Wealth Advisors
Washington
$1.35M +$310K +995 +37%
MFG
840
MidWestOne Financial Group
Iowa
$1.33M -$628K -2,016 -33%
IWM
841
IHT Wealth Management
Illinois
$1.33M -$66.9K -215 -5%
DPIM
842
Duff & Phelps Investment Management
Illinois
$1.33M – – –
P
843
Pitcairn
Pennsylvania
$1.33M +$116K +374 +10%
EFS
844
Essex Financial Services
Connecticut
$1.33M -$158K -507 -11%
DM
845
Delphi Management
Massachusetts
$1.32M +$1.26M +4,047 New
AF
846
Ally Financial
Michigan
$1.31M -$1.25M -4,000 -50%
BAM
847
Brave Asset Management
New Jersey
$1.31M – – –
KA
848
Kintegral Advisory
New York
$1.31M – – –
PP
849
Paloma Partners
Connecticut
$1.3M -$6.9M -22,178 -85%
SFP
850
Shepherd Financial Partners
Massachusetts
$1.3M +$1.56K +5 +0.1%
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