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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
1201
Dana Investment Advisors
Wisconsin
$482K – – –
FNBOMD
1202
First National Bank of Mount Dora
Florida
$482K – – –
CG
1203
Colony Group
Massachusetts
$480K -$9.3K -26 -2%
RM
1204
Resource Management
Louisiana
$479K +$61.9K +173 +16%
PAS
1205
Park Avenue Securities
New York
$478K +$45.4K +127 +11%
CWA
1206
Clarus Wealth Advisors
Arizona
$473K +$37.2K +104 +9%
WPW
1207
Waldron Private Wealth
Pennsylvania
$472K -$45.4K -127 -9%
HKAM
1208
Horizon Kinetics Asset Management
New York
$472K +$1.07K +3 +0.2%
GAMC
1209
Garner Asset Management Corp
Texas
$471K – – –
GRP
1210
Global Retirement Partners
California
$469K -$7.16K -20 -2%
SAM
1211
Security Asset Management
New York
$468K – – –
AWS
1212
AJ Wealth Strategies
New York
$465K -$1.19M -3,331 -73%
SWA
1213
Sutton Wealth Advisors
Florida
$462K +$4.65K +13 +1%
BP
1214
Ballentine Partners
Massachusetts
$461K -$1.79K -5 -0.4%
HIC
1215
Holderness Investments Company
North Carolina
$461K +$35.1K +98 +9%
MA
1216
MCF Advisors
Kentucky
$460K – – –
DLHL
1217
Donald L. Hagan LLC
Florida
$459K -$290K -810 -40%
VWA
1218
Visionary Wealth Advisors
Illinois
$459K +$70.5K +197 +19%
MCM
1219
McRae Capital Management
New Jersey
$458K +$71.6K +200 +20%
KWM
1220
Keebeck Wealth Management
Illinois
$456K +$130K +364 +43%
VWM
1221
Vigilare Wealth Management
Arizona
$456K +$143K +401 +50%
AAA
1222
Adams Asset Advisors
Texas
$455K -$8.72M -24,383 -95%
VVP
1223
Venture Visionary Partners
Ohio
$454K -$107K -298 -20%
WAAG
1224
Wealth Alliance Advisory Group
Kansas
$452K +$7.16K +20 +2%
FBT
1225
First Bank & Trust
South Dakota
$450K +$1.07K +3 +0.3%
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