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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
926
Kelleher Financial Advisors
New York
$1.24M +$542K +1,388 +74%
MP
927
McDonald Partners
Ohio
$1.23M -$127K -324 -9%
PA
928
Parallel Advisors
California
$1.23M +$157K +403 +14%
TC
929
TownSquare Capital
Utah
$1.23M -$118K -302 -8%
P
930
Pitcairn
Pennsylvania
$1.23M -$41.8K -107 -3%
MWM
931
Meridian Wealth Management
Kentucky
$1.23M -$862K -2,208 -41%
TAM
932
Trust Asset Management
Texas
$1.23M +$85.5K +219 +7%
AF
933
Allworth Financial
California
$1.22M -$24.6K -63 -2%
VWM
934
Venturi Wealth Management
Texas
$1.22M -$374K -958 -23%
SIM
935
Sterling Investment Management
Arizona
$1.22M -$12.5K -32 -1%
BHBT
936
Burke & Herbert Bank & Trust
Virginia
$1.22M – – –
HSA
937
HBK Sorce Advisory
Pennsylvania
$1.21M +$275K +704 +28%
JPMIA
938
J.P. Marvel Investment Advisors
Massachusetts
$1.21M +$74.2K +190 +6%
BAM
939
Brave Asset Management
New Jersey
$1.21M -$68.3K -175 -5%
RI
940
Ridgewood Investments
New Jersey
$1.21M – – –
TPCW
941
TD Private Client Wealth
New York
$1.2M -$94.1K -241 -7%
CAN
942
Claraphi Advisory Network
United States
$1.2M +$441K +1,128 +55%
TW
943
TrinityPoint Wealth
Connecticut
$1.2M +$694K +1,778 +127%
FDS
944
Freedom Day Solutions
Texas
$1.2M -$107K -273 -8%
SCM
945
Shapiro Capital Management
Georgia
$1.19M -$547K -1,400 -31%
DWT
946
Dorsey & Whitney Trust
South Dakota
$1.19M – – –
ISWM
947
Independent Solutions Wealth Management
New York
$1.18M +$59.4K +152 +5%
NSAM
948
North Star Asset Management
Wisconsin
$1.18M -$7.81K -20 -0.6%
PFSC
949
Peoples Financial Services Corp
Pennsylvania
$1.16M +$1.17M +3,000 +4,000%
PSP
950
Principal Street Partners
Tennessee
$1.16M -$439K -1,123 -27%
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