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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1401
Wealthstream Advisors
New York
$1.06M +$118K +204 +16%
NI
1402
NCP Inc
California
$1.06M +$57.9K +100 +7%
PHAM
1403
Palisades Hudson Asset Management
Florida
$1.06M -$20.3K -35 -2%
PEA
1404
Park Edge Advisors
Ohio
$1.06M -$144K -249 -14%
HIC
1405
Holderness Investments Company
North Carolina
$1.05M – – –
OHWP
1406
Oak Harbor Wealth Partners
North Carolina
$1.05M – – –
ACIM
1407
Azimuth Capital Investment Management
Michigan
$1.05M -$9.27K -16 -1%
LAIC
1408
Lederer & Associates Investment Counsel
California
$1.05M -$579 -1 -0.1%
LIM
1409
Longfellow Investment Management
Massachusetts
$1.05M +$180K +311 +27%
EWA
1410
Exencial Wealth Advisors
Oklahoma
$1.05M -$105K -181 -11%
OW
1411
Olistico Wealth
Oklahoma
$1.05M +$213K +368 +33%
CA
1412
Crumly & Associates
Illinois
$1.05M -$44.6K -77 -5%
CCWM
1413
Cassaday & Co Wealth Management
Virginia
$1.04M -$5.21K -9 -0.6%
LA
1414
LBP AM
France
$1.04M -$131K -226 -13%
SEIA
1415
Signature Estate & Investment Advisors
California
$1.04M +$24.9K +43 +3%
C
1416
Certuity
Florida
$1.04M +$48.7K +84 +6%
DWM
1417
Dynasty Wealth Management
Florida
$1.04M -$269K -465 -24%
CI
1418
Cambiar Investors
Colorado
$1.04M -$25.8M -44,508 -97%
BLFG
1419
Brian Low Financial Group
Louisiana
$1.04M +$848K +1,464 New
SVWAG
1420
Sound View Wealth Advisors Group
Georgia
$1.04M +$73K +126 +9%
EFG
1421
Embree Financial Group
Illinois
$1.04M +$22K +38 +3%
PFGIA
1422
Patriot Financial Group Insurance Agency
Massachusetts
$1.03M +$20.3K +35 +2%
CWM
1423
Cornerstone Wealth Management
Missouri
$1.03M +$15.1K +26 +2%
SI
1424
Saxon Interests
Texas
$1.03M – – –
AT
1425
Avalon Trust
New Mexico
$1.03M – – –
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