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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
1201
Red Door Wealth Management
Tennessee
$503K +$28.4K +85 +6%
FHA
1202
First Horizon Advisors
Tennessee
$502K +$26.1K +78 +5%
CG
1203
Clarus Group
Texas
$501K -$334 -1 -0.1%
CAG
1204
Csenge Advisory Group
Florida
$500K +$85.5K +256 +20%
CFB
1205
Cullen/Frost Bankers
Texas
$500K -$254K -760 -33%
VV
1206
Verity & Verity
South Carolina
$498K – – –
SWA
1207
SOA Wealth Advisors
New York
$498K +$41.1K +123 +9%
BFO
1208
Biltmore Family Office
North Carolina
$496K +$1.34K +4 +0.3%
EML
1209
Eos Management LP
New York
$494K +$510K +1,527 New
ACIM
1210
Azimuth Capital Investment Management
Michigan
$493K -$5.01K -15 -1%
HH
1211
Hilltop Holdings
Texas
$492K +$64.5K +193 +15%
LGA
1212
Lebenthal Global Advisors
New York
$492K +$32.7K +98 +7%
NL
1213
NVWM LLC
Pennsylvania
$491K +$17K +51 +3%
JCM
1214
Jacobi Capital Management
Pennsylvania
$491K +$18.4K +55 +4%
LWA
1215
Lineweaver Wealth Advisors
Ohio
$491K +$507K +1,516 New
FAM
1216
Formidable Asset Management
Ohio
$491K – – –
MCM
1217
Mendel Capital Management
Arkansas
$488K +$2.34K +7 +0.5%
PIM
1218
Profit Investment Management
Maryland
$488K – – –
BC
1219
Belmont Capital
California
$487K – – –
CG
1220
Colony Group
Massachusetts
$486K +$13.7K +41 +3%
FHC
1221
First Heartland Consultants
Missouri
$485K +$1.34K +4 +0.3%
CA
1222
Cullinan Associates
Kentucky
$485K -$47.4K -142 -9%
TF
1223
Tompkins Financial
New York
$483K – – –
RT
1224
Rockland Trust
Massachusetts
$482K – – –
VFA
1225
Voya Financial Advisors
Connecticut
$481K -$49.4K -148 -9%
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