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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
1151
Princeton Global Asset Management
New Jersey
$510K +$13.6K +42 +2%
EIP
1152
Epoch Investment Partners
New York
$509K -$105K -323 -16%
SWM
1153
Sugarloaf Wealth Management
Georgia
$505K +$558K +1,722 New
AFP
1154
Ausdal Financial Partners
Iowa
$504K -$36K -111 -6%
VIM
1155
VELA Investment Management
Ohio
$504K +$57K +176 +11%
IFA
1156
Index Fund Advisors
California
$499K +$3.89K +12 +0.7%
DMBA
1157
Deseret Mutual Benefit Administrators
Utah
$495K -$94.3K -291 -15%
CAAS
1158
Capital Asset Advisory Services
Michigan
$494K +$270K +832 +98%
TCM
1159
Teza Capital Management
Illinois
$493K -$480K -1,482 -47%
VIM
1160
Vista Investment Management
Pennsylvania
$492K -$972 -3 -0.2%
PHAM
1161
Palisades Hudson Asset Management
Florida
$490K – – –
FNBT
1162
FineMark National Bank & Trust
Florida
$487K +$6.8K +21 +1%
LCM
1163
Lewis Capital Management
California
$482K +$6.8K +21 +1%
IAMOG
1164
Investors Asset Management of Georgia
Georgia
$482K +$90.7K +280 +21%
OAM
1165
Oak Asset Management
California
$482K +$533K +1,645 New
AWS
1166
AJ Wealth Strategies
New York
$480K -$1.33M -4,093 -71%
PWMG
1167
Prestige Wealth Management Group
New Jersey
$479K +$32.1K +99 +6%
EC
1168
EdgeRock Capital
Colorado
$479K +$271K +837 +105%
PWPS
1169
Pinnacle Wealth Planning Services
Ohio
$478K +$110K +341 +26%
KTC
1170
Kistler-Tiffany Companies
Pennsylvania
$477K +$25.3K +78 +5%
FAIM
1171
Financial Advocates Investment Management
Washington
$477K +$169K +521 +33%
NHC
1172
Nicholas Hoffman & Company
Georgia
$476K +$95.9K +296 +22%
DJSG
1173
D.J. St. Germain
Massachusetts
$473K – – –
PCM
1174
Pointe Capital Management
Michigan
$472K -$6.8K -21 -1%
FWM
1175
Finer Wealth Management
Massachusetts
$471K +$119K +366 +29%
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