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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
1201
Montecito Bank & Trust
California
$1.32M – – –
CNBTD
1202
Citizens National Bank Trust Department
Mississippi
$1.32M -$5.58K -10 -0.4%
HAI
1203
Hennessy Advisors Inc
California
$1.32M -$3.07M -5,500 -71%
UAML
1204
US Asset Management LLC
Pennsylvania
$1.3M -$38.5K -69 -3%
WAP
1205
Wealthcare Advisory Partners
Pennsylvania
$1.3M -$1.67K -3 -0.1%
BFA
1206
Beacon Financial Advisory
Ohio
$1.29M – – –
PIC
1207
Portland Investment Counsel
Ontario, Canada
$1.29M – – –
GWP
1208
Gen-Wealth Partners
Michigan
$1.28M -$122K -219 -9%
HCM
1209
Howard Capital Management
Georgia
$1.28M +$60.2K +108 +5%
DBIA
1210
Dumont & Blake Investment Advisors
New Jersey
$1.28M -$1.67K -3 -0.1%
SB
1211
SIG Brokerage
New York
$1.28M +$1.25M +2,238 New
FMWA
1212
Forvis Mazars Wealth Advisors
Missouri
$1.28M -$2.23K -4 -0.2%
LOPW
1213
Live Oak Private Wealth
North Carolina
$1.28M -$48K -86 -4%
WIM
1214
Wittenberg Investment Management
Massachusetts
$1.28M -$153K -275 -11%
ACM
1215
AUA Capital Management
Pennsylvania
$1.28M – – –
FIC
1216
FCG Investment Company
Tennessee
$1.27M +$82K +147 +7%
CPIG
1217
Chicago Partners Investment Group
Illinois
$1.27M +$547K +981 +81%
CI
1218
Conning Inc
Connecticut
$1.27M -$49.1K -88 -4%
SWP
1219
Semus Wealth Partners
Florida
$1.27M +$13.4K +24 +1%
PFBT
1220
Parkside Financial Bank & Trust
Missouri
$1.26M +$11.7K +21 +1%
FDS
1221
Freedom Day Solutions
Texas
$1.26M -$53K -95 -4%
FFN
1222
Focus Financial Network
Minnesota
$1.26M +$82.6K +148 +7%
WF
1223
Womack Financial
Texas
$1.25M +$1.22M +2,182 New
TW
1224
TritonPoint Wealth
Maryland
$1.25M +$67.5K +121 +6%
NIWA
1225
New Insight Wealth Advisors
California
$1.25M -$27.9K -50 -2%
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