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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CICI
876
Capital Investment Counsel Inc
North Carolina
$852K -$90.2K -405 -11%
VAS
877
Vestmark Advisory Solutions
Massachusetts
$852K -$30.9K -139 -4%
SW
878
SlateStone Wealth
Florida
$850K +$134K +601 +23%
BHBT
879
Burke & Herbert Bank & Trust
Virginia
$849K – – –
LWAM
880
Legacy Wealth Asset Management
Minnesota
$846K +$714K +3,207 New
VFPI
881
Vantage Financial Partners (Illinois)
Illinois
$844K +$44.5K +200 +7%
CA
882
Cetera Advisors
Colorado
$840K +$23.8K +107 +3%
AAM
883
Advisors Asset Management
Colorado
$838K +$299K +1,341 +73%
HI
884
Hoey Investments
Pennsylvania
$833K +$525K +2,360 +296%
PGWM
885
Parisi Gray Wealth Management
New Jersey
$829K +$20K +90 +3%
RWM
886
Ritholtz Wealth Management
New York
$825K +$419K +1,881 +151%
SJL
887
Shayne & Jacobs LLC
Tennessee
$819K – – –
HIIFS
888
Harel Insurance Investments & Financial Services
Israel
$818K +$33.8K +152 +16%
TC
889
TownSquare Capital
Utah
$799K +$674K +3,028 New
1WA
890
180 Wealth Advisors
Washington
$796K +$93.7K +421 +18%
MFG
891
Merit Financial Group
Georgia
$794K +$670K +3,010 New
NSIM
892
North Star Investment Management
Illinois
$793K -$2.23K -10 -0.3%
RG
893
Rathbones Group
United Kingdom
$791K -$39K -175 -6%
PAWC
894
P.A.W. Capital
Connecticut
$791K – – –
MC
895
Moors & Cabot
Massachusetts
$788K +$27.8K +125 +4%
TWM
896
Tolleson Wealth Management
Texas
$786K – – –
CCP
897
Corient Capital Partners
California
$786K +$30.9K +139 +5%
KA
898
Kercheville Advisors
Texas
$784K +$663K +2,977 New
TPCW
899
TD Private Client Wealth
New York
$781K +$515K +2,315 +357%
SLF
900
Sun Life Financial
Ontario, Canada
$769K -$8.68K -39 -1%
34 35
36
37 38