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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
1251
1834 Investment Advisors
Wisconsin
$59K – – –
BWA
1252
BDO Wealth Advisors
Florida
$57K – – –
EFSCE
1253
Enterprise Financial Services Corp (EFSC)
Missouri
$57K – – –
C
1254
Cerebellum
California
$57K +$53.4K +246 New
MF
1255
Manchester Financial
California
$57K +$54K +249 New
TFO
1256
Tarbox Family Office
California
$56K +$18.9K +87 +55%
PCA
1257
Peddock Capital Advisors
Massachusetts
$54K +$50.8K +234 New
EWP
1258
Engrave Wealth Partners
Texas
$54K +$51K +235 New
JFA
1259
JNBA Financial Advisors
Minnesota
$52K – – –
SAM
1260
S.A. Mason
Michigan
$52K +$49.5K +228 New
TFS
1261
TrustCore Financial Services
Tennessee
$51K – – –
TPWA
1262
TRUE Private Wealth Advisors
Oregon
$51K +$48.8K +225 New
CFGS
1263
Concourse Financial Group Securities
Alabama
$50K +$17.6K +81 +60%
BDWM
1264
Brewin Dolphin Wealth Management
Ireland
$49.4K – – –
EDRH
1265
Edmond de Rothschild Holding
Switzerland
$47K -$21.9K -101 -33%
PMFA
1266
Plante Moran Financial Advisors
Michigan
$46K -$3.69K -17 -8%
RTC
1267
Riverview Trust Company
Washington
$46K – – –
PGAM
1268
Princeton Global Asset Management
New Jersey
$45K +$42.5K +196 New
SFG
1269
Sowa Financial Group
Rhode Island
$43K +$40.1K +185 New
SL
1270
Savior LLC
Massachusetts
$43K +$40.6K +187 New
OC
1271
Oakworth Capital
Alabama
$42K +$12.6K +58 +48%
HWM
1272
Howard Wealth Management
Connecticut
$42K +$39.9K +184 New
PFO
1273
Pathstone Family Office
New Jersey
$41.4K – – –
BAM
1274
Bellevue Asset Management
Washington
$40K +$38K +175 New
WPA
1275
West Paces Advisors
Georgia
$39.1K +$9.55K +44 +35%
49 50
51
52 53