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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1251
Oak Asset Management
California
$485K – – –
BPCE
1252
Bank Pictet & Cie (Europe)
Germany
$485K +$519K +1,470 New
IC
1253
Intersect Capital
California
$484K -$48.7K -138 -9%
CCA
1254
Cobblestone Capital Advisors
New York
$484K – – –
FNBT
1255
FineMark National Bank & Trust
Florida
$482K +$18.7K +53 +4%
SWM
1256
Sugarloaf Wealth Management
Georgia
$479K +$16.2K +46 +3%
WAAG
1257
Wealth Alliance Advisory Group
Kansas
$479K +$35.3K +100 +7%
WANY
1258
Wealthspire Advisors (New York)
New York
$478K -$171K -484 -25%
EI
1259
Ellevest Inc
New York
$478K +$70.3K +199 +16%
P
1260
&Partners
Tennessee
$477K +$250K +709 New
TIM
1261
Tortoise Investment Management
New York
$477K +$469K +1,327 +1,134%
HL
1262
HeadInvest LLC
Maine
$471K +$23.7K +67 +5%
PCA
1263
Private Capital Advisors
Connecticut
$470K – – –
CWP
1264
CFM Wealth Partners
Texas
$470K +$503K +1,424 New
QI
1265
Qtron Investments
Massachusetts
$468K -$655K -1,854 -57%
PFBT
1266
Parkside Financial Bank & Trust
Missouri
$468K -$42K -119 -8%
FC
1267
Forte Capital
New York
$467K -$12.4K -35 -3%
WF
1268
Welch & Forbes
Massachusetts
$465K -$15.5K -44 -3%
BWM
1269
Buckley Wealth Management
Nevada
$462K – – –
CBN
1270
Cadence Bank NA
Texas
$461K +$63.6K +180 +15%
JCM
1271
Jag Capital Management
Missouri
$460K – – –
ACM
1272
Azimuth Capital Management
Michigan
$460K +$17.7K +50 +4%
GFS
1273
GYL Financial Synergies
Connecticut
$456K -$44.1K -125 -8%
RWMH
1274
Riverpoint Wealth Management Holdings
Illinois
$454K – – –
AWA
1275
Arkadios Wealth Advisors
Georgia
$452K -$67.8K -192 -12%
49 50
51
52 53