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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
851
Diversify Advisory Services
Utah
$5.36M -$502K -615 -10%
PGWM
852
Parisi Gray Wealth Management
New Jersey
$5.35M +$38.4K +47 +0.8%
FDP
853
Financiere des Professionnels
Quebec, Canada
$5.35M -$4.11M -5,038 -45%
SFS
854
Sowell Financial Services
Arkansas
$5.31M +$159K +195 +3%
TPWA
855
TRUE Private Wealth Advisors
Oregon
$5.28M +$33.5K +41 +0.7%
EAM
856
EULAV Asset Management
Florida
$5.28M -$410K -503 -8%
WPC
857
Wedmont Private Capital
Pennsylvania
$5.26M +$50.6K +62 +1%
AG
858
Ascent Group
Virginia
$5.25M +$177K +217 +4%
CD
859
Chapin Davis
Maryland
$5.24M -$65.3K -80 -1%
SAM
860
Smartleaf Asset Management
Massachusetts
$5.23M +$889K +1,090 +23%
TE
861
Tema ETFs
New York
$5.21M -$13.1K -16 -0.3%
NW
862
Naviter Wealth
Arkansas
$5.21M -$410K -502 -8%
ZF
863
Zhang Financial
Michigan
$5.21M +$164K +201 +4%
CWP
864
Concord Wealth Partners
Virginia
$5.19M +$211K +259 +5%
TLP
865
Trinity Legacy Partners
Texas
$5.13M -$1.63K -2 -0%
ACP
866
Aviance Capital Partners
Florida
$5.13M – – –
ACM
867
Alpha Capital Management
Texas
$5.13M -$166K -203 -3%
WCAMG
868
Woodard & Company Asset Management Group
North Carolina
$5.13M +$500K +613 +12%
ERWM
869
Elk River Wealth Management
Colorado
$5.12M -$226K -277 -5%
SFP
870
Shepherd Financial Partners
Massachusetts
$5.1M +$4.08K +5 +0.1%
CAMV
871
Concord Asset Management (Virginia)
Virginia
$5.09M +$66.1K +81 +1%
DWA
872
Dorsey Wright & Associates
California
$5.08M -$34.3K -42 -0.7%
LOIM
873
Liberty One Investment Management
Illinois
$5.07M -$4.77M -5,848 -50%
SW
874
SVB Wealth
Massachusetts
$5.05M -$236K -289 -5%
QWP
875
Quotient Wealth Partners
Texas
$5.05M -$89.8K -110 -2%
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