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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
1001
Pettee Investors
Connecticut
$841K +$175K +523 +25%
LAIC
1002
Lederer & Associates Investment Counsel
California
$840K +$85.2K +255 +11%
NL
1003
Navalign LLC
California
$837K -$12.4K -37 -1%
BAM
1004
Beaumont Asset Management
Texas
$834K +$1K +3 +0.1%
JIP
1005
Jaffetilchin Investment Partners
Florida
$832K +$54.8K +164 +7%
GL
1006
Graypoint LLC
New York
$830K +$135K +404 +19%
VT
1007
Vise Technologies
New York
$827K -$320K -959 -27%
FDS
1008
Freedom Day Solutions
Texas
$826K -$16.7K -50 -2%
GCA
1009
Genesee Capital Advisors
New York
$826K +$853K +2,552 New
MCM
1010
Mill Capital Management
North Carolina
$825K -$334K -1,000 -28%
AAS
1011
Ameritas Advisory Services
Nebraska
$823K +$377K +1,127 +74%
EI
1012
Ellevest Inc
New York
$819K +$47.1K +141 +6%
MBT
1013
Montecito Bank & Trust
California
$818K -$14.7K -44 -2%
CWP
1014
Concord Wealth Partners
Virginia
$814K +$174K +521 +26%
QPWM
1015
Quadrant Private Wealth Management
Pennsylvania
$811K +$4.01K +12 +0.5%
CNBTD
1016
Citizens National Bank Trust Department
Mississippi
$810K -$1.67K -5 -0.2%
MFS
1017
Monetta Financial Services
Illinois
$809K -$1.5M -4,500 -64%
CC
1018
Cipher Capital
New York
$809K -$1.18M -3,537 -59%
ABLA
1019
Alan B. Lancz & Associates
Ohio
$809K – – –
KAH
1020
Kathryn A. Hall
$809K – – –
EFMC
1021
Empire Financial Management Company
New York
$807K +$3.34K +10 +0.4%
SB
1022
Strategic Blueprint
Georgia
$805K +$9.36K +28 +1%
ASBI
1023
American State Bank (Iowa)
Iowa
$802K +$11.7K +35 +1%
CL
1024
Choreo LLC
Illinois
$798K -$57.8K -173 -7%
CCT
1025
Chemung Canal Trust
New York
$792K +$5.01K +15 +0.6%
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