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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1151
Soundwatch Capital
Connecticut
$583K +$620K +1,782 New
PSP
1152
Principal Street Partners
Tennessee
$582K -$197K -566 -24%
CWP
1153
CFM Wealth Partners
Texas
$582K -$52.2K -150 -8%
T
1154
TOBAM
France
$580K – – –
LMKC
1155
L.M. Kohn & Company
Ohio
$580K -$126K -362 -17%
WAP
1156
Wealthcare Advisory Partners
Pennsylvania
$580K +$78K +224 +14%
MHS
1157
M Holdings Securities
Oregon
$579K -$401K -1,153 -39%
BHB
1158
Bank Hapoalim BM
Israel
$577K -$170K -489 -22%
PFM
1159
Parsec Financial Management
North Carolina
$575K – – –
BMC
1160
Beaton Management Company
Massachusetts
$572K – – –
EWA
1161
Exencial Wealth Advisors
Oklahoma
$572K -$4.18K -12 -0.7%
WPC
1162
Waters Parkerson & Co
Louisiana
$571K -$3.48K -10 -0.6%
WC
1163
Westhampton Capital
North Carolina
$571K -$6.96K -20 -1%
PWPS
1164
Pinnacle Wealth Planning Services
Ohio
$567K +$140K +402 +30%
CBFP
1165
Cedar Brook Financial Partners
Ohio
$567K +$137K +393 +29%
BSW
1166
Buckingham Strategic Wealth
Missouri
$566K – – –
XWM
1167
Xcel Wealth Management
Florida
$564K -$348 -1 -0.1%
JWA
1168
JFS Wealth Advisors
Pennsylvania
$564K -$8.01K -23 -1%
HTC
1169
Haverford Trust Company
Pennsylvania
$563K +$138K +395 +30%
WCM
1170
Windsor Capital Management
Arizona
$557K +$6.61K +19 +1%
EW
1171
Evoke Wealth
California
$551K +$24K +69 +4%
ZF
1172
Zhang Financial
Michigan
$548K +$152K +436 +35%
PHAM
1173
Palisades Hudson Asset Management
Florida
$548K – – –
CHAM
1174
Clear Harbor Asset Management
Connecticut
$545K +$307K +881 +112%
KFA
1175
Krane Funds Advisors
New York
$544K +$579K +1,663 New
45 46
47
48 49