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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
GFS
1201
GYL Financial Synergies
Connecticut
$449K +$4.54K +14 +0.9%
FMWA
1202
Forvis Mazars Wealth Advisors
Missouri
$448K +$23.7K +73 +5%
BHIA
1203
Birch Hill Investment Advisors
Massachusetts
$447K – – –
OC
1204
Oakworth Capital
Alabama
$446K – – –
SG
1205
Stonnington Group
California
$445K – – –
BFO
1206
Biltmore Family Office
North Carolina
$445K +$5.51K +17 +1%
PIM
1207
Profit Investment Management
Maryland
$442K – – –
PFGIA
1208
Patriot Financial Group Insurance Agency
Massachusetts
$442K +$84.9K +262 +21%
CIA
1209
Caerus Investment Advisors
Texas
$442K +$162K +500 +50%
OIM
1210
Opus Investment Management
Massachusetts
$440K – – –
PWP
1211
Pursue Wealth Partners
California
$440K +$486K +1,500 New
CA
1212
Crumly & Associates
Illinois
$439K +$20.4K +63 +4%
AIM
1213
Athena Investment Management
California
$437K – – –
TF
1214
Tompkins Financial
New York
$437K – – –
CT
1215
Coastline Trust
Rhode Island
$433K -$8.1K -25 -2%
AP
1216
Arlington Partners
Alabama
$431K – – –
BPCE
1217
Bank Pictet & Cie (Europe)
Germany
$431K – – –
CBT
1218
Central Bank & Trust
Kentucky
$429K -$181K -559 -28%
CCA
1219
Cobblestone Capital Advisors
New York
$429K – – –
HIC
1220
Holderness Investments Company
North Carolina
$428K -$32.4K -100 -6%
PCM
1221
Palisade Capital Management
New Jersey
$428K -$4.54K -14 -0.9%
CAM
1222
CenterStar Asset Management
Illinois
$428K – – –
HL
1223
HeadInvest LLC
Maine
$428K +$8.1K +25 +2%
JCM
1224
Jacobi Capital Management
Pennsylvania
$426K +$57.7K +178 +14%
BFM
1225
Boston Financial Management
Massachusetts
$425K +$17.8K +55 +4%
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