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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1251
Westhampton Capital
North Carolina
$773K – – –
PWM
1252
Power Wealth Management
Georgia
$771K +$34.7K +79 +5%
AT
1253
Avalon Trust
New Mexico
$769K – – –
PCA
1254
Pallas Capital Advisors
Massachusetts
$763K +$34.7K +79 +5%
AC
1255
Avestar Capital
New York
$758K +$85.1K +194 +13%
TIA
1256
Tiemann Investment Advisors
California
$756K – – –
SMA
1257
Sage Mountain Advisors
Georgia
$755K +$87.8K +200 +14%
VIM
1258
Vista Investment Management
Pennsylvania
$755K -$6.14K -14 -0.8%
IF
1259
Insight Folios
North Carolina
$754K -$119K -272 -14%
LC
1260
Lindbrook Capital
California
$750K +$232K +528 +47%
ESB
1261
Essex Savings Bank
Connecticut
$750K -$88.2K -201 -11%
CCG
1262
Chatham Capital Group
Georgia
$745K – – –
VT
1263
Vise Technologies
New York
$745K +$64.5K +147 +10%
OAM
1264
Oak Asset Management
California
$744K – – –
NL
1265
NWAM LLC
Washington
$744K -$5.7K -13 -0.8%
QWM
1266
Quadcap Wealth Management
Texas
$744K +$721K +1,644 New
PCM
1267
Pointe Capital Management
Michigan
$744K – – –
BFO
1268
Biltmore Family Office
North Carolina
$737K +$10.1K +23 +1%
LI
1269
LRI Investments
Florida
$736K +$630K +1,436 +748%
DSC
1270
Duncker Streett & Co
Missouri
$729K +$878 +2 +0.1%
WG
1271
Wealth Group
North Carolina
$728K +$878 +2 +0.1%
IA
1272
IFG Advisory
Georgia
$726K +$704K +1,605 New
HAM
1273
Harmony Asset Management
Arizona
$725K -$94.3K -215 -12%
JSL
1274
JT Stratford LLC
Georgia
$725K -$46.5K -106 -6%
BCM
1275
Bridgeway Capital Management
Texas
$724K -$1.89M -4,300 -73%
49 50
51
52 53