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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1351
Allstate Corporation
Illinois
$353K -$4.1M -11,790 -92%
IHL
1352
Investment House LLC
California
$352K – – –
CWP
1353
Concord Wealth Partners
Virginia
$349K +$117K +337 +46%
OWP
1354
Obermeyer Wealth Partners
Colorado
$349K -$49.8K -143 -12%
BOM
1355
Bank of Marin
California
$349K +$13.9K +40 +4%
ST
1356
Smithfield Trust
Pennsylvania
$349K -$44.9K -129 -11%
SFS
1357
Strategic Financial Services
New York
$348K +$45.3K +130 +14%
ACP
1358
Arcus Capital Partners
Georgia
$348K – – –
JF
1359
JSF Financial
California
$348K +$16K +46 +5%
WFO
1360
Wealthgate Family Office
Colorado
$347K +$1.04K +3 +0.3%
NDSI
1361
Newman Dignan & Sheerar Inc
Rhode Island
$347K -$4.87K -14 -1%
ZIMP
1362
Zimmermann Investment Management & Planning
Pennsylvania
$346K -$619K -1,779 -63%
MWM
1363
Moran Wealth Management
Florida
$346K +$368K +1,058 New
WPP
1364
Whalerock Point Partners
Rhode Island
$344K +$366K +1,052 New
PA
1365
Procyon Advisors
Connecticut
$343K -$1.08M -3,099 -75%
FWTB
1366
First Western Trust Bank
Colorado
$342K +$15K +43 +4%
TWP
1367
Tower Wealth Partners
Pennsylvania
$341K -$27.2K -78 -7%
HL
1368
HeadInvest LLC
Maine
$340K -$79.4K -228 -18%
MA
1369
Modus Advisors
Minnesota
$340K -$3.83K -11 -1%
SIG
1370
Sky Investment Group
Connecticut
$339K – – –
SFG
1371
StrategIQ Financial Group
Indiana
$337K +$348 +1 +0.1%
HCM
1372
Highview Capital Management
Illinois
$336K -$77.3K -222 -18%
OW
1373
Olistico Wealth
Oklahoma
$335K +$348 +1 +0.1%
IIC
1374
Integrated Investment Consultants
Michigan
$334K +$41.4K +119 +13%
AT
1375
American Trust
Kentucky
$334K +$10.4K +30 +3%
53 54
55
56 57