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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1176
Westhampton Capital
North Carolina
$606K +$6.96K +20 +1%
EWA
1177
Exencial Wealth Advisors
Oklahoma
$605K -$38.6K -111 -6%
PFM
1178
Parsec Financial Management
North Carolina
$604K – – –
WPC
1179
Waters Parkerson & Co
Louisiana
$603K – – –
CIM
1180
CIM Investment Management
Pennsylvania
$602K -$18.5K -53 -3%
BMC
1181
Beaton Management Company
Massachusetts
$601K – – –
BHA
1182
Beech Hill Advisors
New York
$601K – – –
IA
1183
IFP Advisors
Florida
$600K -$717K -2,060 -44%
JWA
1184
JFS Wealth Advisors
Pennsylvania
$600K -$24K -69 -4%
FMWA
1185
Forvis Mazars Wealth Advisors
Missouri
$597K +$73.1K +210 +14%
PGAM
1186
Princeton Global Asset Management
New Jersey
$597K – – –
CB
1187
Cadence Bank
Mississippi
$595K -$8.01K -23 -1%
SIM
1188
Sentry Investment Management
Wisconsin
$594K -$281K -806 -32%
STA
1189
Summit Trail Advisors
New York
$593K +$117K +336 +24%
XWM
1190
Xcel Wealth Management
Florida
$593K -$1.04M -3,000 -63%
VIM
1191
VELA Investment Management
Ohio
$591K – – –
PWMG
1192
Prestige Wealth Management Group
New Jersey
$588K +$26.8K +77 +5%
GRP
1193
Global Retirement Partners
California
$586K +$28.5K +82 +5%
EC
1194
EdgeRock Capital
Colorado
$584K +$24K +69 +4%
CP
1195
Castleview Partners
Texas
$583K -$529K -1,518 -47%
SWP
1196
Semus Wealth Partners
Florida
$583K +$592K +1,699 New
WCM
1197
Windsor Capital Management
Arizona
$578K -$56.4K -162 -9%
VIM
1198
Vista Investment Management
Pennsylvania
$575K -$1.04K -3 -0.2%
PHAM
1199
Palisades Hudson Asset Management
Florida
$575K – – –
TIA
1200
Tiemann Investment Advisors
California
$572K +$37.3K +107 +7%
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