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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
926
Prentice Wealth Management
New York
$4.4M – – –
YAM
927
Yacktman Asset Management
Texas
$4.38M -$1.56M -1,915 -28%
RS
928
Rakuten Securities
Japan
$4.36M +$1.42M +1,744 +54%
1WA
929
180 Wealth Advisors
Washington
$4.36M +$141K +173 +4%
DAS
930
DMKC Advisory Services
Iowa
$4.35M +$271K +332 +7%
DWA
931
Douglass Winthrop Advisors
New York
$4.34M +$149K +182 +4%
EWA
932
EverSource Wealth Advisors
Alabama
$4.34M +$25.3K +31 +0.6%
TC
933
Trilogy Capital
California
$4.33M -$410K -502 -9%
SPW
934
Surience Private Wealth
Washington
$4.33M -$224K -274 -5%
DM
935
Diversified Management
Wisconsin
$4.26M +$3.96M +4,850 New
HFS
936
Hantz Financial Services
Michigan
$4.26M +$174K +213 +5%
SC
937
SouthState Corp
Florida
$4.25M +$140K +172 +4%
USWG
938
U.S. Wealth Group
New York
$4.24M -$51.4K -63 -1%
DAS
939
Dynamic Advisor Solutions
Arizona
$4.22M -$99.5K -122 -2%
EGA
940
E&G Advisors
Texas
$4.22M +$85.7K +105 +2%
OCM
941
Orleans Capital Management
Louisiana
$4.21M -$759K -930 -16%
FFM
942
Forum Financial Management
Illinois
$4.21M +$14.7K +18 +0.4%
PMWMG
943
Parr McKnight Wealth Management Group
Minnesota
$4.21M -$184K -226 -5%
MYIA
944
Mount Yale Investment Advisors
Colorado
$4.18M -$1.64M -2,015 -30%
VVP
945
Venture Visionary Partners
Ohio
$4.18M +$71.8K +88 +2%
SACTSONJ
946
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.18M -$204K -250 -5%
MAM
947
Mystic Asset Management
Rhode Island
$4.17M -$63.6K -78 -2%
LJCM
948
Lee Johnson Capital Management
Texas
$4.15M +$109K +134 +3%
TG
949
TCW Group
California
$4.15M +$3.85M +4,720 New
NRG
950
Nemes Rush Group
Michigan
$4.15M +$310K +380 +9%
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