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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
YIM
1426
Yoffe Investment Management
Pennsylvania
$799K +$779K +1,396 New
WAM
1427
WNY Asset Management
New York
$797K -$5.58K -10 -0.7%
DWM
1428
Diversify Wealth Management
Utah
$797K +$793K +1,422 New
DJSG
1429
D.J. St. Germain
Massachusetts
$794K -$59.7K -107 -7%
WA
1430
Wealth Alliance
New York
$793K +$148K +265 +24%
FAM
1431
Formidable Asset Management
Ohio
$792K +$124K +223 +19%
CT
1432
Coastline Trust
Rhode Island
$790K +$7.81K +14 +1%
EWA
1433
Evolution Wealth Advisors
Florida
$786K +$488K +875 +176%
CB
1434
Cadence Bank
Mississippi
$786K -$24K -43 -3%
SEIA
1435
Signature Estate & Investment Advisors
California
$785K -$10K -18 -1%
GFG
1436
Goldstone Financial Group
Illinois
$785K +$158K +284 +26%
IA
1437
IFG Advisory
Georgia
$782K +$761K +1,365 New
MA
1438
MONECO Advisors
Connecticut
$778K +$240K +430 +46%
MWM
1439
Meridian Wealth Management
Kentucky
$777K +$49.6K +89 +7%
TWA
1440
TCI Wealth Advisors
Arizona
$777K -$18.4K -33 -2%
TNBTD
1441
Trustmark National Bank Trust Department
Mississippi
$777K +$60.8K +109 +9%
TIM
1442
Tortoise Investment Management
New York
$776K -$4.46K -8 -0.6%
EFG
1443
Embree Financial Group
Illinois
$775K +$3.9K +7 +0.5%
SAM
1444
Strategy Asset Managers
California
$774K -$1.67K -3 -0.2%
PWPS
1445
Pinnacle Wealth Planning Services
Ohio
$773K -$251K -450 -25%
RCA
1446
Riverview Capital Advisers
Massachusetts
$773K +$1.12K +2 +0.1%
CHAM
1447
Clear Harbor Asset Management
Connecticut
$772K -$134K -240 -15%
RPC
1448
Rossmore Private Capital
Connecticut
$770K – – –
PFGIA
1449
Patriot Financial Group Insurance Agency
Massachusetts
$764K -$65.3K -117 -8%
BFG
1450
Berger Financial Group
Minnesota
$764K -$1.12K -2 -0.1%
56 57
58
59 60