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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
951
ProVise Management Group
Florida
$311K – – –
PAM
952
PT Asset Management
Illinois
$311K – – –
MWM
953
Merriman Wealth Management
Washington
$311K +$311K +1,400 New
TH
954
TCTC Holdings
Texas
$305K – – –
FPCG
955
Fort Pitt Capital Group
Pennsylvania
$300K +$300K +1,352 New
AW
956
ACG Wealth
Georgia
$298K +$33.8K +152 +13%
RCAG
957
Rehmann Capital Advisory Group
Michigan
$293K -$163K -735 -36%
DAS
958
Dynamic Advisor Solutions
Arizona
$293K +$26K +117 +10%
IFB
959
iAB Financial Bank
Indiana
$290K +$290K +1,307 New
WIC
960
Woodmont Investment Counsel
Tennessee
$287K -$66.7K -300 -19%
SWA
961
Sutton Wealth Advisors
Florida
$287K – – –
WI
962
Wintrust Investments
Illinois
$286K -$26K -117 -8%
WA
963
WBH Advisory
Maryland
$286K – – –
ED
964
Exane Derivatives
France
$286K -$183K -824 -39%
CFG
965
Citizens Financial Group
Rhode Island
$285K – – –
MBT
966
Monroe Bank & Trust
Michigan
$283K – – –
NIA
967
Northstar Investment Advisors
Colorado
$283K +$283K +1,274 New
HAG
968
HighPoint Advisor Group
Illinois
$281K – – –
LCM
969
Lucas Capital Management
New Jersey
$281K – – –
PCM
970
Penserra Capital Management
California
$281K +$61.3K +276 +28%
FMWA
971
Forvis Mazars Wealth Advisors
Missouri
$279K +$25.1K +113 +10%
CIA
972
Choate Investment Advisors
Massachusetts
$276K – – –
WAM
973
Wolverine Asset Management
Illinois
$276K -$867K -3,900 -76%
GHA
974
Garcia Hamilton & Associates
Texas
$276K -$172K -772 -38%
LWAC
975
Laurel Wealth Advisors (California)
California
$276K +$277K +1,247 New
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