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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1276
Beacon Financial Advisory
Ohio
$399K +$96.6K +270 +35%
WFO
1277
Wealthgate Family Office
Colorado
$397K -$508K -1,421 -58%
VCM
1278
Violich Capital Management
California
$394K – – –
PWPS
1279
Pinnacle Wealth Planning Services
Ohio
$394K +$2.5K +7 +0.7%
LB
1280
Leo Brokerage
Texas
$393K +$716 +2 +0.2%
NNP
1281
Nachman Norwood & Parrott
South Carolina
$392K -$5.01K -14 -1%
SIG
1282
Sargent Investment Group
Maryland
$389K – – –
BAM
1283
Berkshire Asset Management
Pennsylvania
$388K -$43.7K -122 -11%
NHC
1284
Nicholas Hoffman & Company
Georgia
$388K – – –
VCAM
1285
Van Cleef Asset Management
Ohio
$387K – – –
RA
1286
RFG Advisory
Alabama
$386K -$3.58K -10 -1%
CL
1287
Choreo LLC
Illinois
$385K +$363K +1,014 New
BSA
1288
Bull Street Advisors
Georgia
$383K – – –
TAM
1289
Townsend Asset Management
North Carolina
$382K +$360K +1,006 New
GA
1290
Geller Advisors
New York
$380K -$1.07K -3 -0.3%
ATFA
1291
All Terrain Financial Advisors
Minnesota
$380K – – –
AIM
1292
Axiom Investment Management
New York
$380K – – –
EB
1293
Eastern Bank
Massachusetts
$380K – – –
WMC
1294
Westwood Management Corporation
Illinois
$380K – – –
WCA
1295
Windsor Creek Advisors
Vermont
$380K – – –
FGAM
1296
Financial Gravity Asset Management
Texas
$380K +$4.65K +13 New
ESB
1297
Essex Savings Bank
Connecticut
$380K +$64.4K +180 +21%
CWP
1298
Concord Wealth Partners
Virginia
$380K +$122K +341 +52%
ICA
1299
Infrastructure Capital Advisors
New York
$380K +$358K +1,000 New
HFP
1300
Holistic Financial Partners
Indiana
$378K – – –
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