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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MIAS
826
Mason Investment Advisory Services
Virginia
$1.45M – – –
JHCP
827
Jackson Hole Capital Partners
Oklahoma
$1.44M -$216K -695 -14%
FTDI
828
First Trust Direct Indexing
Massachusetts
$1.43M +$83.1K +267 +7%
VWM
829
Venturi Wealth Management
Texas
$1.42M -$103K -332 -7%
KHLMTHM
830
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.41M – – –
GC
831
Grimes & Company
Massachusetts
$1.4M +$31.4K +101 +2%
DSC
832
Duncker Streett & Co
Missouri
$1.39M -$140K -449 -10%
KA
833
Kercheville Advisors
Texas
$1.39M +$389K +1,250 +42%
NAM
834
NTV Asset Management
West Virginia
$1.38M -$109K -350 -8%
SIC
835
Salem Investment Counselors
North Carolina
$1.38M +$64.8K +208 +5%
SIM
836
Sterling Investment Management
Arizona
$1.37M -$63.5K -204 -5%
BFEC
837
Benjamin F. Edwards & Company
Missouri
$1.37M +$182K +583 +16%
9WM
838
9258 Wealth Management
Ohio
$1.37M -$11.8K -38 -0.9%
DWM
839
Dakota Wealth Management
Florida
$1.36M +$918K +2,948 +240%
1WA
840
180 Wealth Advisors
Washington
$1.35M +$310K +995 +37%
MFG
841
MidWestOne Financial Group
Iowa
$1.33M -$628K -2,016 -33%
IWM
842
IHT Wealth Management
Illinois
$1.33M -$66.9K -215 -5%
DPIM
843
Duff & Phelps Investment Management
Illinois
$1.33M – – –
P
844
Pitcairn
Pennsylvania
$1.33M +$116K +374 +10%
EFS
845
Essex Financial Services
Connecticut
$1.33M -$158K -507 -11%
DM
846
Delphi Management
Massachusetts
$1.32M +$1.26M +4,047 New
AF
847
Ally Financial
Michigan
$1.31M -$1.25M -4,000 -50%
BAM
848
Brave Asset Management
New Jersey
$1.31M – – –
KA
849
Kintegral Advisory
New York
$1.31M – – –
PP
850
Paloma Partners
Connecticut
$1.3M -$6.9M -22,178 -85%
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