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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1326
Cordatus Wealth Management
Pennsylvania
$294K – – –
DM
1327
Diker Management
New York
$294K – – –
FPGK
1328
Financial Partners Group (Kansas)
Kansas
$294K +$7.47K +24 +3%
RFMS
1329
RWQ Financial Management Services
Florida
$294K +$280K +900 New
IBOK
1330
Independence Bank of Kentucky
Kentucky
$292K -$38.3K -123 -12%
PFWA
1331
Paces Ferry Wealth Advisors
Georgia
$292K +$35.2K +113 +14%
VI
1332
Versor Investments
New York
$292K +$278K +892 New
PP
1333
Patten & Patten
Tennessee
$290K – – –
SSCA
1334
South Shore Capital Advisors
Massachusetts
$289K -$56K -180 -17%
POIA
1335
Pin Oak Investment Advisors
Texas
$288K – – –
RGC
1336
Roberts, Glore & Co
Illinois
$288K +$2.18K +7 +0.8%
MSFS
1337
Main Street Financial Solutions
Pennsylvania
$287K +$273K +876 New
ER
1338
Enlightenment Research
Florida
$286K +$272K +875 New
LWAC
1339
Laurel Wealth Advisors (California)
California
$285K -$18.4K -59 -6%
LOAME
1340
Lombard Odier Asset Management (Europe)
United Kingdom
$285K +$271K +872 New
SMA
1341
Sage Mountain Advisors
Georgia
$285K +$272K +873 New
TWP
1342
Tower Wealth Partners
Pennsylvania
$284K -$6.23K -20 -2%
PS
1343
Planned Solutions
California
$284K +$154K +495 +132%
TVAMP
1344
Tennessee Valley Asset Management Partners
Tennessee
$280K -$9.03K -29 -3%
MG
1345
Mather Group
Illinois
$277K +$264K +848 New
BOM
1346
Bank of Marin
California
$275K +$6.85K +22 +3%
KWM
1347
Keebeck Wealth Management
Illinois
$274K -$42K -135 -14%
SIC
1348
Samalin Investment Counsel
New York
$274K -$2.49K -8 -0.9%
KTC
1349
Kistler-Tiffany Companies
Pennsylvania
$273K +$46.1K +148 +22%
BWLSA
1350
Blue Water Life Science Advisors
California
$272K +$259K +833 New
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