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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
1226
Legacy Bridge
Iowa
$511K – – –
UCI
1227
Uncommon Cents Investing
Wisconsin
$510K – – –
VIM
1228
VELA Investment Management
Ohio
$510K +$73.5K +208 +16%
ST
1229
Spinnaker Trust
Maine
$509K -$5.3K -15 -1%
MCM
1230
Manchester Capital Management
Vermont
$508K +$103K +293 +23%
HPWM
1231
Highland Private Wealth Management
Washington
$506K +$24K +68 +5%
CSB
1232
City State Bank
Iowa
$503K +$287K +813 +114%
OC
1233
Oakworth Capital
Alabama
$502K -$84.1K -238 -14%
RA
1234
RFG Advisory
Alabama
$502K +$128K +362 +31%
VNA
1235
Valley National Advisers
Pennsylvania
$501K +$706 +2 +0.1%
AHB
1236
Abner Herrman & Brock
New Jersey
$500K +$30.7K +87 +6%
BFO
1237
Biltmore Family Office
North Carolina
$498K – – –
PIM
1238
Profit Investment Management
Maryland
$498K – – –
DWM
1239
Dorchester Wealth Management
Quebec, Canada
$498K +$114K +322 +36%
TF
1240
Tompkins Financial
New York
$494K +$298K +844 +130%
EW
1241
Evoke Wealth
California
$493K -$508K -1,439 -49%
LWP
1242
Lumature Wealth Partners
Georgia
$493K +$527K +1,493 New
OIM
1243
Orca Investment Management
Oregon
$490K – – –
AIM
1244
Athena Investment Management
California
$490K +$527K +1,493 New
VT
1245
Vise Technologies
New York
$488K +$522K +1,479 New
PCM
1246
Palisade Capital Management
New Jersey
$487K -$170K -480 -25%
VFA
1247
Voya Financial Advisors
Connecticut
$487K +$513K +1,452 New
CT
1248
Coastline Trust
Rhode Island
$486K +$7.42K +21 +1%
EP
1249
Eudaimonia Partners
Tennessee
$486K +$520K +1,473 New
AP
1250
Arlington Partners
Alabama
$485K – – –
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