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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1201
Colony Group
Massachusetts
$480K -$9.3K -26 -2%
RM
1202
Resource Management
Louisiana
$479K +$61.9K +173 +16%
PAS
1203
Park Avenue Securities
New York
$478K +$45.4K +127 +11%
CWA
1204
Clarus Wealth Advisors
Arizona
$473K +$37.2K +104 +9%
WPW
1205
Waldron Private Wealth
Pennsylvania
$472K -$45.4K -127 -9%
HKAM
1206
Horizon Kinetics Asset Management
New York
$472K +$1.07K +3 +0.2%
GAMC
1207
Garner Asset Management Corp
Texas
$471K – – –
GRP
1208
Global Retirement Partners
California
$469K -$7.16K -20 -2%
SAM
1209
Security Asset Management
New York
$468K – – –
AWS
1210
AJ Wealth Strategies
New York
$465K -$1.19M -3,331 -73%
SWA
1211
Sutton Wealth Advisors
Florida
$462K +$4.65K +13 +1%
BP
1212
Ballentine Partners
Massachusetts
$461K -$1.79K -5 -0.4%
HIC
1213
Holderness Investments Company
North Carolina
$461K +$35.1K +98 +9%
MA
1214
MCF Advisors
Kentucky
$460K – – –
DLHL
1215
Donald L. Hagan LLC
Florida
$459K -$290K -810 -40%
VWA
1216
Visionary Wealth Advisors
Illinois
$459K +$70.5K +197 +19%
MCM
1217
McRae Capital Management
New Jersey
$458K +$71.6K +200 +20%
KWM
1218
Keebeck Wealth Management
Illinois
$456K +$130K +364 +43%
VWM
1219
Vigilare Wealth Management
Arizona
$456K +$143K +401 +50%
AAA
1220
Adams Asset Advisors
Texas
$455K -$8.72M -24,383 -95%
VVP
1221
Venture Visionary Partners
Ohio
$454K -$107K -298 -20%
WAAG
1222
Wealth Alliance Advisory Group
Kansas
$452K +$7.16K +20 +2%
FBT
1223
First Bank & Trust
South Dakota
$450K +$1.07K +3 +0.3%
LGA
1224
Lebenthal Global Advisors
New York
$444K -$114K -319 -21%
FWM
1225
Frontier Wealth Management
Missouri
$444K +$18.2K +51 +5%
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