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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
1376
Concourse Financial Group Securities
Alabama
$424K +$74K +187 +20%
CWG
1377
Crown Wealth Group
North Carolina
$423K +$438K +1,106 New
ACA
1378
Ackerman Capital Advisors
Texas
$422K -$19.4K -49 -4%
CWP
1379
Concord Wealth Partners
Virginia
$421K +$299K +756 +219%
ACM
1380
Aquatic Capital Management
Illinois
$421K +$435K +1,100 New
JFA
1381
Johanson Financial Advisors
California
$420K – – –
WA
1382
Wealth Alliance
New York
$420K +$62.2K +157 +17%
SFG
1383
Steward Financial Group
Texas
$420K +$435K +1,100 New
ESB
1384
Essex Savings Bank
Connecticut
$416K +$5.54K +14 +1%
BOM
1385
Bank of Marin
California
$416K +$85.1K +215 +25%
OIS
1386
Okabena Investment Services
Minnesota
$415K – – –
SGCA
1387
Steel Grove Capital Advisors
Tennessee
$415K – – –
HC
1388
HNP Capital
New York
$413K – – –
VRM
1389
Vectors Research Management
New York
$413K – – –
BFPW
1390
BOK Financial Private Wealth
Colorado
$412K +$70.1K +177 +20%
CHA
1391
Carmichael Hill & Associates
Maryland
$411K -$9.9K -25 -2%
HGWM
1392
Horst & Graben Wealth Management
Oregon
$410K +$2.38K +6 +0.6%
CCM
1393
Covington Capital Management
California
$405K -$2.77K -7 -0.7%
SIG
1394
Sky Investment Group
Connecticut
$404K – – –
AT
1395
American Trust
Kentucky
$404K +$418K +1,055 New
KIA
1396
Kraematon Investment Advisors
Massachusetts
$403K +$417K +1,053 New
WFO
1397
Wealthgate Family Office
Colorado
$401K -$520K -1,313 -56%
VCM
1398
Violich Capital Management
California
$397K – – –
FFA
1399
Founders Financial Alliance
North Carolina
$397K +$7.13K +18 +2%
MSFS
1400
Main Street Financial Solutions
Pennsylvania
$397K +$11.9K +30 +3%
54 55
56
57 58