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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
1201
Quadrant Capital Group
Ohio
$457K +$80.3K +258 +20%
PWMG
1202
Prestige Wealth Management Group
New Jersey
$457K +$219K +703 +84%
PFBT
1203
Parkside Financial Bank & Trust
Missouri
$456K +$35.8K +115 +8%
BHIA
1204
Birch Hill Investment Advisors
Massachusetts
$453K -$6.85K -22 -1%
EP
1205
Eudaimonia Partners
Tennessee
$453K +$15.9K +51 +3%
CSB
1206
City State Bank
Iowa
$452K -$934 -3 -0.2%
OC
1207
Oakworth Capital
Alabama
$452K – – –
GFS
1208
GYL Financial Synergies
Connecticut
$451K +$43K +138 +10%
VHAM
1209
Van Hulzen Asset Management
California
$451K +$117K +377 +33%
WAP
1210
Wealthcare Advisory Partners
Pennsylvania
$450K +$57.6K +185 +14%
PIM
1211
Profit Investment Management
Maryland
$448K – – –
ST
1212
Spinnaker Trust
Maine
$446K -$12.5K -40 -3%
BFO
1213
Biltmore Family Office
North Carolina
$446K -$2.8K -9 -0.6%
CT
1214
Coastline Trust
Rhode Island
$446K +$9.34K +30 +2%
OIM
1215
Opus Investment Management
Massachusetts
$446K +$467K +1,500 New
BP
1216
Ballentine Partners
Massachusetts
$444K -$39.5K -127 -8%
TF
1217
Tompkins Financial
New York
$444K – – –
AIM
1218
Athena Investment Management
California
$443K -$311 -1 -0.1%
AHB
1219
Abner Herrman & Brock
New Jersey
$442K -$8.1K -26 -2%
OIM
1220
Orca Investment Management
Oregon
$440K – – –
PCM
1221
Palisade Capital Management
New Jersey
$438K – – –
AP
1222
Arlington Partners
Alabama
$437K – – –
BPCE
1223
Bank Pictet & Cie (Europe)
Germany
$437K – – –
CCA
1224
Cobblestone Capital Advisors
New York
$435K – – –
LA
1225
Legacy Advisors
Pennsylvania
$435K +$245K +788 +117%
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