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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1326
Petrus Trust Company
Texas
$427K +$146K +420 +51%
GAMC
1327
Garner Asset Management Corp
Texas
$426K – – –
ZF
1328
Zhang Financial
Michigan
$426K +$432K +1,240 New
SWA
1329
Sutton Wealth Advisors
Florida
$425K -$2.79K -8 -0.6%
WWMSC
1330
Wagner Wealth Management (South Carolina)
South Carolina
$425K -$11.5K -33 -3%
CPIG
1331
Chicago Partners Investment Group
Illinois
$424K +$3.13K +9 +0.8%
CT
1332
Caldwell Trust
Florida
$423K -$19.1K -55 -4%
CCM
1333
Check Capital Management
California
$422K – – –
SIG
1334
Sargent Investment Group
Maryland
$422K – – –
RDWM
1335
Red Door Wealth Management
Tennessee
$421K -$20.9K -60 -5%
RWMH
1336
Riverpoint Wealth Management Holdings
Illinois
$420K -$52.2K -150 -11%
OHWP
1337
Oak Harbor Wealth Partners
North Carolina
$419K +$11.5K +33 +3%
GITFIT
1338
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$419K +$296K +851 +230%
RCG
1339
Regatta Capital Group
California
$419K +$696 +2 +0.2%
TAM
1340
Townsend Asset Management
North Carolina
$419K -$73.8K -212 -15%
OWP
1341
Obermeyer Wealth Partners
Colorado
$416K -$346K -994 -45%
HWA
1342
Heritage Wealth Advisors
Virginia
$416K +$44.9K +129 +12%
AC
1343
Avestar Capital
New York
$415K +$26.5K +76 +7%
SF
1344
Summit Financial
New Jersey
$415K -$471K -1,353 -53%
BOPW
1345
Brandywine Oak Private Wealth
Pennsylvania
$414K -$59.2K -170 -12%
BTI
1346
Blue Trust Inc
Georgia
$413K +$153K +439 +45%
IAS
1347
Insigneo Advisory Services
Florida
$413K +$418K +1,202 New
DS
1348
DRW Securities
Illinois
$412K +$78K +224 +23%
DWM
1349
Dorchester Wealth Management
Quebec, Canada
$411K – – –
CFD
1350
Creative Financial Designs
Indiana
$411K -$2.44K -7 -0.6%
52 53
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55 56