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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1226
Athena Investment Management
California
$481K – – –
EA
1227
Eudaimonia Advisors
Tennessee
$480K -$50.5K -151 -9%
RVPG
1228
Relative Value Partners Group
$475K +$491K +1,469 New
CCA
1229
Cobblestone Capital Advisors
New York
$474K – – –
UCI
1230
Uncommon Cents Investing
Wisconsin
$472K -$28.4K -85 -6%
HIC
1231
Holderness Investments Company
North Carolina
$470K – – –
QPBE
1232
Quintet Private Bank (Europe)
Luxembourg
$470K -$25.7K -77 -5%
OIM
1233
Orca Investment Management
Oregon
$468K – – –
MSFS
1234
Main Street Financial Solutions
Pennsylvania
$464K -$22.7K -68 -5%
AL
1235
Aspiriant LLC
California
$464K +$59.8K +179 +14%
BA
1236
Bridgewater Associates
Connecticut
$464K +$479K +1,433 New
NP
1237
NorthRock Partners
Minnesota
$461K +$53.1K +159 +13%
LFA
1238
Lauterbach Financial Advisors
Texas
$461K +$2K +6 +0.4%
PFGIA
1239
Patriot Financial Group Insurance Agency
Massachusetts
$460K -$49.8K -149 -9%
AWA
1240
Arkadios Wealth Advisors
Georgia
$458K -$66.5K -199 -12%
LCM
1241
Lazari Capital Management
California
$457K +$4.68K +14 +1%
TWA
1242
TCI Wealth Advisors
Arizona
$457K +$6.01K +18 +1%
HFP
1243
Holistic Financial Partners
Indiana
$456K +$135K +403 +40%
BWM
1244
Buckley Wealth Management
Nevada
$453K – – –
SMA
1245
Sage Mountain Advisors
Georgia
$452K +$17K +51 +4%
GLA
1246
Great Lakes Advisors
Illinois
$451K +$34.4K +103 +8%
SAM
1247
Seelaus Asset Management
New Jersey
$449K +$246K +736 +113%
IFG
1248
Independent Financial Group
California
$448K +$221K +662 +92%
SF
1249
Summit Financial
New Jersey
$448K -$3.67K -11 -0.8%
DIP
1250
Davis Investment Partners
North Carolina
$447K -$25.7K -77 -5%
48 49
50
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