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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
FIB
1401
First Interstate Bank
Montana
$847K -$5.44M -9,752 -87%
FTUS
1402
Flow Traders U.S.
New York
$846K +$824K +1,478 New
WPP
1403
Whalerock Point Partners
Rhode Island
$845K +$80.9K +145 +11%
MWM
1404
Mosley Wealth Management
California
$844K +$739K +1,324 New
BWP
1405
BSW Wealth Partners
Colorado
$842K +$58.6K +105 +8%
OP
1406
ORG Partners
Indiana
$842K -$5.58K -10 -0.7%
EWA
1407
Etesian Wealth Advisors
Oregon
$841K -$22.3K -40 -3%
KCM
1408
Kathmere Capital Management
Pennsylvania
$841K +$77K +138 +10%
EB
1409
Eastern Bank
Massachusetts
$838K – – –
FHC
1410
First Heartland Consultants
Missouri
$836K +$15.1K +27 +2%
SVWAG
1411
Sound View Wealth Advisors Group
Georgia
$834K +$13.4K +24 +2%
HIC
1412
Holderness Investments Company
North Carolina
$834K +$2.79K +5 +0.3%
NC
1413
Napatree Capital
Rhode Island
$830K +$3.9K +7 +0.5%
KNW
1414
Kesler Norman & Wride
Utah
$828K -$8.93K -16 -1%
FFA
1415
Farther Finance Advisors
California
$824K -$949K -1,702 -54%
NP
1416
Ninepoint Partners
Ontario, Canada
$820K – – –
UAG
1417
United Advisor Group
Ohio
$819K +$16.2K +29 +2%
SAM
1418
Secure Asset Management
Michigan
$819K +$489K +876 +158%
CA
1419
Calton & Associates
Florida
$817K -$121K -217 -13%
PP
1420
PDS Planning
Ohio
$815K +$12.3K +22 +2%
KA
1421
KDT Advisors
New York
$814K +$793K +1,421 New
WF
1422
Welch & Forbes
Massachusetts
$812K +$72.5K +130 +10%
GIM
1423
Guardian Investment Management
California
$803K +$783K +1,403 New
NI
1424
NCP Inc
California
$802K +$55.8K +100 +8%
PPC
1425
Pennington Partners & Co
Maryland
$801K +$780K +1,399 New
55 56
57
58 59