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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
826
TrinityPoint Wealth
Connecticut
$3.19M +$218K +391 +8%
CCM
827
Condor Capital Management
New Jersey
$3.19M -$79.2K -142 -2%
PCM
828
Poehling Capital Management
Wisconsin
$3.18M – – –
BBHC
829
Brown Brothers Harriman & Co
New York
$3.18M +$507K +909 +20%
FMI
830
F/M Investments
District of Columbia
$3.16M +$826K +1,480 +37%
LCG
831
Lynx Capital Group
Ohio
$3.14M -$18.4K -33 -0.6%
GAM
832
Groupama Asset Management
France
$3.13M -$3.98M -7,136 -57%
CD
833
Chapin Davis
Maryland
$3.12M – – –
VCA
834
Verdence Capital Advisors
Maryland
$3.12M +$105K +189 +4%
SFP
835
Shepherd Financial Partners
Massachusetts
$3.1M +$11.7K +21 +0.4%
MIM
836
Merrion Investment Management
New Jersey
$3.08M +$22.3K +40 +0.7%
STA
837
Summit Trail Advisors
New York
$3.07M +$1.05M +1,882 +54%
MM
838
Morangie Management
Florida
$3.05M +$2.97M +5,323 New
OC
839
Oarsman Capital
Wisconsin
$3.04M +$54.1K +97 +2%
CW
840
CreativeOne Wealth
Kansas
$3.04M +$530K +951 +22%
NERM
841
New England Research & Management
Illinois
$3.03M +$2.79K +5 +0.1%
PTP
842
Platform Technology Partners
New York
$3.02M +$30.1K +54 +1%
AF
843
Apexium Financial
Texas
$3.01M +$2.23K +4 +0.1%
EWM
844
Evercore Wealth Management
New York
$3M – – –
RS
845
Rakuten Securities
Japan
$3M +$1.15M +2,065 +65%
AIM
846
Achmea Investment Management
Netherlands
$3M +$1.78M +3,192 +156%
HI
847
Harbour Investments
Wisconsin
$2.99M -$40.2K -72 -1%
LCM
848
Legato Capital Management
California
$2.98M – – –
MPPLM
849
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.98M +$408K +732 +16%
HW
850
Hancock Whitney
Mississippi
$2.98M +$404K +724 +16%
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