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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
ABWM
1101
Alpine Bank Wealth Management
Colorado
$3.46M – – –
BTI
1102
Blue Trust Inc
Georgia
$3.45M +$11.7K +12 +0.4%
PCM
1103
Palisade Capital Management
New Jersey
$3.44M -$93.6K -96 -3%
QI
1104
Qtron Investments
Massachusetts
$3.43M -$383K -393 -10%
WWM
1105
WT Wealth Management
Arizona
$3.43M +$3.3M +3,388 New
FCBT
1106
First Citizens Bank & Trust
North Carolina
$3.43M -$573K -588 -15%
FIC
1107
FCG Investment Company
Tennessee
$3.41M +$356K +365 +12%
OIA
1108
OneDigital Investment Advisors
Kansas
$3.4M +$423K +434 +15%
PWMAG
1109
Pinnacle Wealth Management Advisory Group
New Jersey
$3.38M +$315K +323 +11%
BCWM
1110
Bartlett & Co Wealth Management
Ohio
$3.37M -$6.83K -7 -0.2%
FPW
1111
Fairvoy Private Wealth
Alabama
$3.37M +$3.25M +3,335 New
TAM
1112
Trust Asset Management
Texas
$3.36M -$157K -161 -5%
DAM
1113
Directional Asset Management
Illinois
$3.36M -$115K -118 -3%
LP
1114
LMR Partners
United Kingdom
$3.36M -$2.17M -2,222 -40%
PCM
1115
Polymer Capital Management
New York
$3.35M +$1.14M +1,174 +55%
GA
1116
GoalVest Advisory
New York
$3.35M +$110K +113 +4%
TC
1117
Tannin Capital
North Carolina
$3.34M -$184K -189 -5%
HFM
1118
Hartford Financial Management
Connecticut
$3.34M – – –
OL
1119
one8zero8 LLC
North Carolina
$3.33M -$7.8K -8 -0.2%
TCOT
1120
Trust Company of Toledo
Ohio
$3.32M +$598K +613 +23%
CFM
1121
Compass Financial Management
Florida
$3.32M +$3.13M +3,207 New
MWM
1122
Modera Wealth Management
New Jersey
$3.32M -$12.7K -13 -0.4%
HDA
1123
Harold Davidson & Associates
California
$3.29M -$43.9K -45 -1%
ORC
1124
O'Rourke & Company
Massachusetts
$3.28M -$2.92K -3 -0.1%
AAS
1125
Ameritas Advisory Services
Nebraska
$3.26M +$2.14M +2,195 +213%
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