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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1101
Semus Wealth Partners
Florida
$656K +$72K +219 +12%
CS
1102
Cannell & Spears
New York
$656K – – –
CCWM
1103
Cassaday & Co Wealth Management
Virginia
$653K -$15.5K -47 -2%
QC
1104
Quent Capital
New York
$651K +$986 +3 +0.1%
NHC
1105
Nicholas Hoffman & Company
Georgia
$648K +$55.2K +168 +9%
GA
1106
Greytown Advisors
Florida
$645K – – –
CWP
1107
Concord Wealth Partners
Virginia
$643K +$304K +926 +87%
DDPIC
1108
Deroy & Devereaux Private Investment Counsel
Michigan
$642K -$8.22K -25 -1%
SIA
1109
SkyView Investment Advisors
New Jersey
$642K +$655K +1,991 New
GL
1110
GHE LLC
Tennessee
$640K – – –
FFN
1111
Focus Financial Network
Minnesota
$638K +$2.63K +8 +0.4%
LIM
1112
Leavell Investment Management
Alabama
$637K – – –
FMWA
1113
Forvis Mazars Wealth Advisors
Missouri
$637K +$106K +323 +20%
ZF
1114
Zhang Financial
Michigan
$635K +$96.7K +294 +18%
VIM
1115
VELA Investment Management
Ohio
$635K – – –
NSB
1116
Norway Savings Bank
Maine
$634K +$348K +1,060 +117%
MWM
1117
Moran Wealth Management
Florida
$633K +$297K +903 +85%
RZH
1118
Relyea Zuckerberg Hanson
Connecticut
$627K -$32.9K -100 -5%
NRD
1119
Nebula Research & Development
New York
$627K +$639K +1,944 New
SC
1120
Sepio Capital
Utah
$626K -$3.62K -11 -0.6%
KFP
1121
KB Financial Partners
New Jersey
$626K +$591K +1,797 +1,239%
RCM
1122
RNC Capital Management
California
$625K -$47.7K -145 -7%
NW
1123
NewEdge Wealth
Pennsylvania
$625K -$63.1K -192 -9%
FIA
1124
Foundations Investment Advisors
Arizona
$623K -$39.1K -119 -6%
TIM
1125
Tortoise Investment Management
New York
$621K – – –
43 44
45
46 47