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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1226
CIC Wealth
Maryland
$537K +$545K +1,565 New
CFG
1227
Citizens Financial Group
Rhode Island
$534K -$11.5K -33 -2%
WAP
1228
Wealthcare Advisory Partners
Pennsylvania
$532K +$36.2K +104 +7%
UCI
1229
Uncommon Cents Investing
Wisconsin
$531K – – –
BIP
1230
Blueprint Investment Partners
North Carolina
$529K +$253K +726 +89%
BFO
1231
Biltmore Family Office
North Carolina
$528K +$6.96K +20 +1%
AP
1232
Arlington Partners
Alabama
$526K +$21.2K +61 +4%
CRC
1233
Curi RMB Capital
Illinois
$525K +$138K +395 +35%
MA
1234
Momentum Advisors
New York
$525K -$1.74K -5 -0.3%
BHIA
1235
Birch Hill Investment Advisors
Massachusetts
$524K – – –
CIA
1236
Caerus Investment Advisors
Texas
$517K – – –
PIM
1237
Profit Investment Management
Maryland
$517K – – –
PWP
1238
Pursue Wealth Partners
California
$515K – – –
CFG
1239
Cooper Financial Group
California
$514K +$121K +347 +30%
RT
1240
Rockland Trust
Massachusetts
$514K -$104K -300 -17%
TF
1241
Tompkins Financial
New York
$513K – – –
AIM
1242
Athena Investment Management
California
$512K – – –
MSFS
1243
Main Street Financial Solutions
Pennsylvania
$512K +$18.5K +53 +4%
OIS
1244
Okabena Investment Services
Minnesota
$512K -$351K -1,009 -40%
AWM
1245
Aevitas Wealth Management
Massachusetts
$511K +$75.2K +216 +17%
ACIM
1246
Azimuth Capital Investment Management
Michigan
$511K +$34.8K +100 +7%
QT
1247
Quantbot Technologies
New York
$511K +$518K +1,487 New
SG
1248
Stonnington Group
California
$510K – – –
AFAS
1249
Acorn Financial Advisory Services
Virginia
$507K -$28.9K -83 -5%
BPCE
1250
Bank Pictet & Cie (Europe)
Germany
$505K – – –
48 49
50
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