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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
1326
Heritage Wealth Partners
Ohio
$730K -$304K -621 -30%
IIC
1327
Integrated Investment Consultants
Michigan
$729K +$273K +559 +61%
EB
1328
Eastern Bank
Massachusetts
$725K +$92.9K +190 +15%
KNW
1329
Kesler Norman & Wride
Utah
$724K +$715K +1,462 New
WWS
1330
Wellington Wealth Strategies
Indiana
$723K +$683K +1,396 New
LFA
1331
Legacy Financial Advisors
Kentucky
$722K +$62.6K +128 +10%
HIC
1332
Holderness Investments Company
North Carolina
$719K – – –
HWA
1333
HCR Wealth Advisors
California
$719K -$19.6K -40 -3%
PFGIA
1334
Patriot Financial Group Insurance Agency
Massachusetts
$719K -$22.5K -46 -3%
SSA
1335
Sierra Summit Advisors
Nevada
$717K +$241K +493 +52%
ST
1336
Sabal Trust
Florida
$717K +$708K +1,448 New
NC
1337
Napatree Capital
Rhode Island
$714K -$178K -364 -20%
MCM
1338
Mendel Capital Management
Arkansas
$714K +$50.9K +104 +8%
NRC
1339
New Republic Capital
North Carolina
$711K +$7.34K +15 +1%
SVWAG
1340
Sound View Wealth Advisors Group
Georgia
$709K +$170K +348 +32%
FHC
1341
First Heartland Consultants
Missouri
$709K -$14.7K -30 -2%
NP
1342
Ninepoint Partners
Ontario, Canada
$709K +$700K +1,432 New
YDMI
1343
Y.D. More Investments
Israel
$706K +$6.85K +14 +0.9%
TVM
1344
True Vision MN
Minnesota
$704K +$57.2K +117 +9%
CB
1345
Cadence Bank
Mississippi
$701K -$35.2K -72 -5%
CFP
1346
Catalyst Financial Partners
Massachusetts
$696K +$40.6K +83 +6%
WAM
1347
WNY Asset Management
New York
$694K -$27.9K -57 -4%
UAG
1348
United Advisor Group
Ohio
$694K +$85.1K +174 +14%
PP
1349
PDS Planning
Ohio
$694K +$30.3K +62 +5%
BCM
1350
Bridgeway Capital Management
Texas
$693K -$97.8K -200 -13%
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