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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
1326
Longfellow Investment Management
Massachusetts
$405K +$433K +1,225 New
BFPW
1327
BOK Financial Private Wealth
Colorado
$404K +$52.3K +148 +14%
SWA
1328
Sutton Wealth Advisors
Florida
$404K +$3.53K +10 +0.8%
SWA
1329
SOA Wealth Advisors
New York
$403K +$1.06K +3 +0.2%
CWP
1330
Concord Wealth Partners
Virginia
$399K +$37.8K +107 +10%
GA
1331
Geller Advisors
New York
$398K +$79.1K +224 +23%
DA
1332
Detalus Advisors
Missouri
$398K +$426K +1,207 New
NP
1333
NorthRock Partners
Minnesota
$397K -$137K -387 -24%
CT
1334
Caldwell Trust
Florida
$396K +$222K +628 +110%
AAA
1335
Adams Asset Advisors
Texas
$396K – – –
KWMG
1336
King Wealth Management Group
Florida
$396K – – –
RK
1337
Rather & Kittrell
Tennessee
$396K – – –
PPW
1338
Pinnacle Private Wealth
Massachusetts
$395K -$36.7K -104 -8%
IHL
1339
Investment House LLC
California
$395K +$17.7K +50 +4%
OHWP
1340
Oak Harbor Wealth Partners
North Carolina
$395K +$111K +314 +36%
TWA
1341
TCI Wealth Advisors
Arizona
$394K -$114K -323 -21%
HKAM
1342
Horizon Kinetics Asset Management
New York
$394K – – –
IP
1343
Investment Partners
Ohio
$393K -$14.1K -40 -3%
FHA
1344
First Horizon Advisors
Tennessee
$392K -$256K -726 -38%
RMDI
1345
R.M. Davis Inc
Maine
$392K +$95K +269 +29%
PFGIA
1346
Patriot Financial Group Insurance Agency
Massachusetts
$389K +$66.8K +189 +19%
SHFA
1347
SC&H Financial Advisors
Maryland
$387K +$158K +448 +62%
FLPIM
1348
F.L. Putnam Investment Management
Massachusetts
$386K -$31.4K -89 -7%
CAGAS
1349
Capital Advisory Group Advisory Services
Minnesota
$383K +$42.7K +121 +12%
HCM
1350
Hollencrest Capital Management
California
$381K +$9.18K +26 +2%
52 53
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