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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1251
Coastline Trust
Rhode Island
$486K +$7.42K +21 +1%
EP
1252
Eudaimonia Partners
Tennessee
$486K +$520K +1,473 New
AP
1253
Arlington Partners
Alabama
$485K – – –
OAM
1254
Oak Asset Management
California
$485K – – –
BPCE
1255
Bank Pictet & Cie (Europe)
Germany
$485K +$519K +1,470 New
IC
1256
Intersect Capital
California
$484K -$48.7K -138 -9%
CCA
1257
Cobblestone Capital Advisors
New York
$484K – – –
FNBT
1258
FineMark National Bank & Trust
Florida
$482K +$18.7K +53 +4%
SWM
1259
Sugarloaf Wealth Management
Georgia
$479K +$16.2K +46 +3%
WAAG
1260
Wealth Alliance Advisory Group
Kansas
$479K +$35.3K +100 +7%
WANY
1261
Wealthspire Advisors (New York)
New York
$478K -$171K -484 -25%
EI
1262
Ellevest Inc
New York
$478K +$70.3K +199 +16%
P
1263
&Partners
Tennessee
$477K +$250K +709 New
TIM
1264
Tortoise Investment Management
New York
$477K +$469K +1,327 +1,134%
HL
1265
HeadInvest LLC
Maine
$471K +$23.7K +67 +5%
PCA
1266
Private Capital Advisors
Connecticut
$470K – – –
CWP
1267
CFM Wealth Partners
Texas
$470K +$503K +1,424 New
QI
1268
Qtron Investments
Massachusetts
$468K -$655K -1,854 -57%
PFBT
1269
Parkside Financial Bank & Trust
Missouri
$468K -$42K -119 -8%
FC
1270
Forte Capital
New York
$467K -$12.4K -35 -3%
WF
1271
Welch & Forbes
Massachusetts
$465K -$15.5K -44 -3%
BWM
1272
Buckley Wealth Management
Nevada
$462K – – –
CBN
1273
Cadence Bank NA
Texas
$461K +$63.6K +180 +15%
JCM
1274
Jag Capital Management
Missouri
$460K – – –
ACM
1275
Azimuth Capital Management
Michigan
$460K +$17.7K +50 +4%
49 50
51
52 53