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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
951
Orion Portfolio Solutions
Nebraska
$279K +$52K +245 +16%
GJIC
952
Gamble Jones Investment Counsel
California
$278K -$15.9K -75 -4%
HS
953
Haafor (Singapore)
Singapore
$277K +$381K +1,795 New
MAM
954
Meeder Asset Management
Ohio
$275K +$84.1K +396 +29%
HC
955
Henshaw Capital
Massachusetts
$274K +$106K +500 +39%
ISWM
956
Independent Solutions Wealth Management
New York
$273K -$15.9K -75 -4%
CG
957
Caprock Group
Idaho
$273K +$17.6K +83 +5%
GRP
958
Global Retirement Partners
California
$271K -$28.7K -135 -7%
VFPI
959
Vantage Financial Partners (Illinois)
Illinois
$271K – – –
BSA
960
Bull Street Advisors
Georgia
$267K +$95.5K +450 +35%
CCP
961
Cardan Capital Partners
Colorado
$266K +$111K +525 +44%
BMC
962
Beaton Management Company
Massachusetts
$263K – – –
PHAM
963
Palisades Hudson Asset Management
Florida
$262K – – –
AA
964
Argent Advisors
Louisiana
$262K +$165K +776 +84%
ST
965
Smithfield Trust
Pennsylvania
$261K -$32.7K -154 -8%
MRCM
966
M&R Capital Management
New Jersey
$261K – – –
ONB
967
Old National Bancorp
Indiana
$261K – – –
BRWM
968
B. Riley Wealth Management
Tennessee
$260K +$116K +547 +48%
I
969
INVST
Indiana
$260K +$380K +1,790 New
DWM
970
Dorchester Wealth Management
Quebec, Canada
$259K +$356K +1,675 New
FCFC
971
First Citizens Financial Corp
Iowa
$258K – – –
FNBT
972
FineMark National Bank & Trust
Florida
$257K +$70.3K +331 +25%
LB
973
Legacy Bridge
Iowa
$256K -$36.7K -173 -9%
PWAP
974
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$256K +$8.49K +40 +3%
MWM
975
Meridian Wealth Management
Kentucky
$256K +$81.3K +383 +30%
37 38
39
40 41