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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
QI
926
Qtron Investments
Massachusetts
$1.24M +$64.8K +166 +5%
KFA
927
Kelleher Financial Advisors
New York
$1.24M +$542K +1,388 +74%
MP
928
McDonald Partners
Ohio
$1.23M -$127K -324 -9%
PA
929
Parallel Advisors
California
$1.23M +$157K +403 +14%
TC
930
TownSquare Capital
Utah
$1.23M -$118K -302 -8%
P
931
Pitcairn
Pennsylvania
$1.23M -$41.8K -107 -3%
MWM
932
Meridian Wealth Management
Kentucky
$1.23M -$862K -2,208 -41%
TAM
933
Trust Asset Management
Texas
$1.23M +$85.5K +219 +7%
AF
934
Allworth Financial
California
$1.22M -$24.6K -63 -2%
VWM
935
Venturi Wealth Management
Texas
$1.22M -$374K -958 -23%
SIM
936
Sterling Investment Management
Arizona
$1.22M -$12.5K -32 -1%
BHBT
937
Burke & Herbert Bank & Trust
Virginia
$1.22M – – –
HSA
938
HBK Sorce Advisory
Pennsylvania
$1.21M +$275K +704 +28%
JPMIA
939
J.P. Marvel Investment Advisors
Massachusetts
$1.21M +$74.2K +190 +6%
BAM
940
Brave Asset Management
New Jersey
$1.21M -$68.3K -175 -5%
RI
941
Ridgewood Investments
New Jersey
$1.21M – – –
TPCW
942
TD Private Client Wealth
New York
$1.2M -$94.1K -241 -7%
CAN
943
Claraphi Advisory Network
United States
$1.2M +$441K +1,128 +55%
TW
944
TrinityPoint Wealth
Connecticut
$1.2M +$694K +1,778 +127%
FDS
945
Freedom Day Solutions
Texas
$1.2M -$107K -273 -8%
SCM
946
Shapiro Capital Management
Georgia
$1.19M -$547K -1,400 -31%
DWT
947
Dorsey & Whitney Trust
South Dakota
$1.19M – – –
ISWM
948
Independent Solutions Wealth Management
New York
$1.18M +$59.4K +152 +5%
NSAM
949
North Star Asset Management
Wisconsin
$1.18M -$7.81K -20 -0.6%
PFSC
950
Peoples Financial Services Corp
Pennsylvania
$1.16M +$1.17M +3,000 +4,000%
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