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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
1251
Sunbelt Securities
Texas
$574K -$26.7K -80 -5%
OHWP
1252
Oak Harbor Wealth Partners
North Carolina
$574K +$43.1K +129 +9%
AIM
1253
Athena Investment Management
California
$573K – – –
GIA
1254
Gladstone Institutional Advisory
Florida
$572K -$76.4K -229 -13%
NL
1255
NVWM LLC
Pennsylvania
$571K -$13K -39 -3%
FHC
1256
First Heartland Consultants
Missouri
$570K -$7.34K -22 -1%
MCM
1257
Mendel Capital Management
Arkansas
$568K -$12.3K -37 -2%
CCWM
1258
Cassaday & Co Wealth Management
Virginia
$567K +$50.7K +152 +12%
TW
1259
TritonPoint Wealth
Maryland
$567K +$491K +1,470 New
VFA
1260
Voya Financial Advisors
Connecticut
$567K -$4.34K -13 -0.9%
LB
1261
Legacy Bridge
Iowa
$565K -$50.1K -150 -9%
CCA
1262
Cobblestone Capital Advisors
New York
$565K – – –
RDWM
1263
Red Door Wealth Management
Tennessee
$565K -$30.4K -91 -6%
PFGIA
1264
Patriot Financial Group Insurance Agency
Massachusetts
$564K +$13.7K +41 +3%
UCI
1265
Uncommon Cents Investing
Wisconsin
$563K – – –
PWM
1266
Power Wealth Management
Georgia
$562K +$486K +1,457 New
HIC
1267
Holderness Investments Company
North Carolina
$560K – – –
SAM
1268
Smartleaf Asset Management
Massachusetts
$558K +$486K +1,455 New
OIM
1269
Orca Investment Management
Oregon
$557K – – –
CAG
1270
Csenge Advisory Group
Florida
$557K -$34K -102 -7%
TC
1271
Telemus Capital
Michigan
$556K -$112K -337 -19%
HWA
1272
Heritage Wealth Advisors
Virginia
$555K +$66.8K +200 +16%
CHAM
1273
Clear Harbor Asset Management
Connecticut
$553K +$20K +60 +4%
RVPG
1274
Relative Value Partners Group
$553K -$11.7K -35 -2%
MSFS
1275
Main Street Financial Solutions
Pennsylvania
$552K -$668 -2 -0.1%
49 50
51
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