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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1176
Pennsylvania Capital Management
Pennsylvania
$609K -$59.9K -172 -9%
WC
1177
Westhampton Capital
North Carolina
$606K +$6.96K +20 +1%
EWA
1178
Exencial Wealth Advisors
Oklahoma
$605K -$38.6K -111 -6%
PFM
1179
Parsec Financial Management
North Carolina
$604K – – –
WPC
1180
Waters Parkerson & Co
Louisiana
$603K – – –
CIM
1181
CIM Investment Management
Pennsylvania
$602K -$18.5K -53 -3%
BMC
1182
Beaton Management Company
Massachusetts
$601K – – –
BHA
1183
Beech Hill Advisors
New York
$601K – – –
IA
1184
IFP Advisors
Florida
$600K -$717K -2,060 -44%
JWA
1185
JFS Wealth Advisors
Pennsylvania
$600K -$24K -69 -4%
FMWA
1186
Forvis Mazars Wealth Advisors
Missouri
$597K +$73.1K +210 +14%
PGAM
1187
Princeton Global Asset Management
New Jersey
$597K – – –
CB
1188
Cadence Bank
Mississippi
$595K -$8.01K -23 -1%
SIM
1189
Sentry Investment Management
Wisconsin
$594K -$281K -806 -32%
STA
1190
Summit Trail Advisors
New York
$593K +$117K +336 +24%
XWM
1191
Xcel Wealth Management
Florida
$593K -$1.04M -3,000 -63%
VIM
1192
VELA Investment Management
Ohio
$591K – – –
PWMG
1193
Prestige Wealth Management Group
New Jersey
$588K +$26.8K +77 +5%
GRP
1194
Global Retirement Partners
California
$586K +$28.5K +82 +5%
EC
1195
EdgeRock Capital
Colorado
$584K +$24K +69 +4%
CP
1196
Castleview Partners
Texas
$583K -$529K -1,518 -47%
SWP
1197
Semus Wealth Partners
Florida
$583K +$592K +1,699 New
WCM
1198
Windsor Capital Management
Arizona
$578K -$56.4K -162 -9%
VIM
1199
Vista Investment Management
Pennsylvania
$575K -$1.04K -3 -0.2%
PHAM
1200
Palisades Hudson Asset Management
Florida
$575K – – –
46 47
48
49 50