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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1401
Geller Advisors
New York
$360K +$9.4K +27 +3%
WR
1402
WD Rutherford
Oregon
$357K -$31.3K -90 -8%
APA
1403
Astoria Portfolio Advisors
New York
$357K +$5.57K +16 +2%
SAM
1404
Security Asset Management
New York
$356K +$24.7K +71 +7%
BO
1405
Bank OZK
Arkansas
$356K -$53.6K -154 -13%
SIG
1406
Sky Investment Group
Connecticut
$356K -$17.4K -50 -5%
WI
1407
WrapManager Inc
California
$356K +$50.1K +144 +16%
SFG
1408
StrategIQ Financial Group
Indiana
$353K +$8.01K +23 +2%
HCC
1409
Hirtle Callaghan & Co
Pennsylvania
$353K -$14.6K -42 -4%
CHA
1410
Carmichael Hill & Associates
Maryland
$353K -$4.53K -13 -1%
BOM
1411
Bank of Marin
California
$353K – – –
AL
1412
ACAS LLC
California
$351K +$356K +1,023 New
OW
1413
Olistico Wealth
Oklahoma
$351K +$356K +1,022 New
IFG
1414
Independent Financial Group
California
$351K -$348 -1 -0.1%
LFA
1415
Lauterbach Financial Advisors
Texas
$350K +$2.09K +6 +0.6%
JF
1416
JSF Financial
California
$349K – – –
MC
1417
Machina Capital
France
$349K +$353K +1,015 New
FCFC
1418
First Citizens Financial Corp
Iowa
$348K – – –
FFA
1419
Founders Financial Alliance
North Carolina
$348K +$7.66K +22 +2%
WBCM
1420
Wilson & Boucher Capital Management
California
$347K – – –
BSA
1421
Bull Street Advisors
Georgia
$346K – – –
HFP
1422
Holistic Financial Partners
Indiana
$345K – – –
MHR
1423
Matthew Hamilton Rosenberg
$344K – – –
LFA
1424
Legacy Financial Advisors
Kentucky
$344K +$39.7K +114 +13%
SBL
1425
Sargent Bickham Lagudis
Colorado
$344K +$156K +448 +81%
55 56
57
58 59