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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1226
Highview Capital Management
Illinois
$598K +$619K +1,563 New
CIAS
1227
Capital Investment Advisory Services
North Carolina
$596K +$25.3K +64 +4%
ST
1228
Spinnaker Trust
Maine
$595K – – –
STB
1229
S&T Bank
Pennsylvania
$593K +$1.98K +5 +0.3%
BHIA
1230
Birch Hill Investment Advisors
Massachusetts
$592K – – –
LB
1231
Legacy Bridge
Iowa
$592K – – –
SCM
1232
SOL Capital Management
Maryland
$591K -$3.96K -10 -0.6%
UCI
1233
Uncommon Cents Investing
Wisconsin
$591K – – –
OMIC
1234
Old Mission Investment Co
Michigan
$591K +$1.19K +3 +0.2%
SMA
1235
Sage Mountain Advisors
Georgia
$590K +$61K +154 +11%
PFBT
1236
Parkside Financial Bank & Trust
Missouri
$589K +$150K +378 +33%
EL
1237
EMFO LLC
Florida
$587K +$337K +850 +124%
LCM
1238
Lewis Capital Management
California
$584K +$605K +1,527 New
MFG
1239
Menard Financial Group
Texas
$581K -$32.9K -83 -5%
VNA
1240
Valley National Advisers
Pennsylvania
$580K -$5.94K -15 -1%
RDWM
1241
Red Door Wealth Management
Tennessee
$580K +$3.17K +8 +0.5%
TWA
1242
TCI Wealth Advisors
Arizona
$580K +$252K +637 +72%
CI
1243
CPR Investments
Michigan
$580K +$600K +1,516 New
BFO
1244
Biltmore Family Office
North Carolina
$577K -$177K -446 -23%
PIM
1245
Profit Investment Management
Maryland
$577K – – –
RWA
1246
Ropes Wealth Advisors
Massachusetts
$577K +$121K +305 +25%
GFS
1247
GYL Financial Synergies
Connecticut
$576K +$72.1K +182 +14%
AMC
1248
Asset Management Corp
Illinois
$574K – – –
PAM
1249
Premier Asset Management
Illinois
$570K -$161K -407 -21%
ZIG
1250
Zullo Investment Group
Pennsylvania
$568K +$588K +1,484 New
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50
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