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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
OP
1226
ORG Partners
Indiana
$493K +$496K +1,509 New
SAM
1227
Steinberg Asset Management
New York
$492K – – –
FAM
1228
Formidable Asset Management
Ohio
$489K -$16.4K -50 -3%
PIM
1229
Profit Investment Management
Maryland
$486K – – –
BC
1230
Belmont Capital
California
$486K +$18.7K +57 +4%
MCM
1231
Mendel Capital Management
Arkansas
$484K +$6.58K +20 +1%
MSFS
1232
Main Street Financial Solutions
Pennsylvania
$484K +$7.56K +23 +2%
PCM
1233
Pennsylvania Capital Management
Pennsylvania
$483K -$37.5K -114 -7%
GCM
1234
Gables Capital Management
Florida
$483K -$26.3K -80 -5%
FHC
1235
First Heartland Consultants
Missouri
$482K +$13.2K +40 +3%
TF
1236
Tompkins Financial
New York
$482K – – –
JCM
1237
Jag Capital Management
Missouri
$481K -$28.6K -87 -6%
RT
1238
Rockland Trust
Massachusetts
$480K – – –
AIM
1239
Athena Investment Management
California
$479K -$1.97K -6 -0.4%
AAS
1240
Ameritas Advisory Services
Nebraska
$478K -$365K -1,109 -42%
MM
1241
MQS Management
New York
$477K +$280K +853 +136%
FHA
1242
First Horizon Advisors
Tennessee
$476K -$34.2K -104 -7%
RDWM
1243
Red Door Wealth Management
Tennessee
$474K +$103K +314 +27%
NL
1244
NVWM LLC
Pennsylvania
$473K -$685K -2,084 -59%
CCA
1245
Cobblestone Capital Advisors
New York
$473K – – –
JCM
1246
Jacobi Capital Management
Pennsylvania
$471K -$2.3K -7 -0.5%
CG
1247
Colony Group
Massachusetts
$471K +$267K +813 +125%
HIC
1248
Holderness Investments Company
North Carolina
$468K – – –
OIM
1249
Orca Investment Management
Oregon
$466K – – –
PCM
1250
Palisade Capital Management
New Jersey
$465K -$6.58K -20 -1%
48 49
50
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