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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1001
IFG Advisory
Georgia
$977K -$6.62K -19 -0.7%
BHBT
1002
Burke & Herbert Bank & Trust
Virginia
$977K – – –
ZIMP
1003
Zimmermann Investment Management & Planning
Pennsylvania
$975K +$14.6K +42 +2%
FDS
1004
Freedom Day Solutions
Texas
$973K -$16.4K -47 -2%
WA
1005
Waverly Advisors
Alabama
$969K -$157K -452 -14%
DWP
1006
Daymark Wealth Partners
Ohio
$968K +$982K +2,820 New
DAS
1007
Dynamic Advisor Solutions
Arizona
$964K -$803K -2,306 -45%
CCM
1008
Compton Capital Management
Rhode Island
$963K -$216K -620 -18%
ORC
1009
O'Rourke & Company
Massachusetts
$959K +$48.7K +140 +5%
MW
1010
Marcum Wealth
Ohio
$950K -$83.6K -240 -8%
CCT
1011
Chemung Canal Trust
New York
$945K – – –
QI
1012
Qtron Investments
Massachusetts
$941K – – –
MW
1013
MBL Wealth
North Carolina
$939K +$4.53K +13 +0.5%
CG
1014
Corundum Group
Colorado
$939K +$57.8K +166 +6%
KA
1015
Kovack Advisors
Florida
$939K -$99.2K -285 -9%
ABLA
1016
Alan B. Lancz & Associates
Ohio
$935K – – –
ACM
1017
AUA Capital Management
Pennsylvania
$934K – – –
AHC
1018
Anderson Hoagland & Co
Missouri
$930K +$683K +1,961 +284%
NWA
1019
Navis Wealth Advisors
New York
$929K +$4.53K +13 +0.5%
OIA
1020
Optimum Investment Advisors
Illinois
$927K +$104K +300 +13%
BAM
1021
Beaumont Asset Management
Texas
$923K +$6.96K +20 +0.7%
TP
1022
Tranquility Partners
Tennessee
$922K -$47K -135 -5%
SBH
1023
Segall Bryant & Hamill
Illinois
$921K -$52.2K -150 -5%
TWM
1024
Tolleson Wealth Management
Texas
$921K – – –
SC
1025
Savant Capital
Illinois
$920K +$17.8K +51 +2%
39 40
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