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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1226
Jag Capital Management
Missouri
$424K +$2.92K +9 +0.6%
WAP
1227
Wealthcare Advisory Partners
Pennsylvania
$423K -$22.7K -70 -5%
OIM
1228
Orca Investment Management
Oregon
$423K -$12.3K -38 -3%
CAM
1229
Close Asset Management
United Kingdom
$422K – – –
FFA
1230
First Foundation Advisors
California
$421K -$324 -1 -0.1%
MSFS
1231
Main Street Financial Solutions
Pennsylvania
$421K +$10.4K +32 +2%
TAM
1232
Townsend Asset Management
North Carolina
$419K -$50.5K -156 -10%
PCA
1233
Private Capital Advisors
Connecticut
$418K +$648 +2 +0.1%
HPWM
1234
Highland Private Wealth Management
Washington
$417K +$6.48K +20 +1%
BWM
1235
Buckley Wealth Management
Nevada
$415K – – –
FCA
1236
FinTrust Capital Advisors
South Carolina
$415K +$23K +71 +6%
VCA
1237
Verdence Capital Advisors
Maryland
$415K +$35.6K +110 +8%
BWP
1238
BSW Wealth Partners
Colorado
$414K +$92.3K +285 +25%
LGA
1239
Lebenthal Global Advisors
New York
$411K -$213K -656 -32%
RPC
1240
Rossmore Private Capital
Connecticut
$411K +$55.1K +170 +14%
PIM
1241
Perpetual Investment Management
Australia
$410K – – –
TWA
1242
TCI Wealth Advisors
Arizona
$410K +$55.4K +171 +14%
STA
1243
Summit Trail Advisors
New York
$408K -$93K -287 -17%
ACIM
1244
Azimuth Capital Investment Management
Michigan
$407K – – –
SWA
1245
SOA Wealth Advisors
New York
$407K +$1.62K +5 +0.4%
CPIG
1246
Chicago Partners Investment Group
Illinois
$407K +$19.1K +59 +6%
EVM
1247
Evelyn V. Moreno
$403K -$14.6K -45 -3%
BOPW
1248
Brandywine Oak Private Wealth
Pennsylvania
$403K -$10.4K -32 -2%
RWMH
1249
Riverpoint Wealth Management Holdings
Illinois
$403K – – –
KCFA
1250
Key Client Fiduciary Advisors
New Jersey
$401K +$324 +1 +0.1%
48 49
50
51 52