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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1451
Secure Asset Management
Michigan
$299K +$353 +1 +0.1%
PIM
1452
Perpetual Investment Management
Australia
$297K -$44.1K -125 -12%
CWM
1453
Cordatus Wealth Management
Pennsylvania
$297K – – –
PFWA
1454
Paces Ferry Wealth Advisors
Georgia
$297K +$1.06K +3 +0.3%
SFG
1455
StrategIQ Financial Group
Indiana
$297K +$9.18K +26 +3%
CRI
1456
Colonial River Investments
Virginia
$296K +$75.2K +213 +31%
NCM
1457
Novare Capital Management
North Carolina
$294K +$124K +350 +65%
AWE
1458
Avidian Wealth Enterprises
Texas
$292K – – –
MCM
1459
MV Capital Management
Maryland
$289K -$353 -1 -0.1%
TCOV
1460
Trust Company of Vermont
Vermont
$289K +$16.6K +47 +6%
SIC
1461
Samalin Investment Counsel
New York
$289K +$63.2K +179 +26%
SIA
1462
Soltis Investment Advisors
Utah
$288K -$1.25M -3,541 -80%
HIP
1463
HUB Investment Partners
Texas
$288K -$119K -337 -28%
MHR
1464
Matthew Hamilton Rosenberg
$288K – – –
MWM
1465
Maltin Wealth Management
New Jersey
$288K +$1.77K +5 +0.6%
PS
1466
Planned Solutions
California
$287K – – –
CA
1467
Calton & Associates
Florida
$287K +$10.6K +30 +4%
SAM
1468
Security Asset Management
New York
$286K +$3.53K +10 +1%
AWAG
1469
ARS Wealth Advisors Group
Florida
$284K -$32.8K -93 -10%
VCAM
1470
Van Cleef Asset Management
Ohio
$284K – – –
MPCG
1471
Matrix Private Capital Group
New York
$284K +$1.06K +3 +0.3%
SFFS
1472
Stonehage Fleming Financial Services
Jersey
$282K – – –
HI
1473
HBK Investments
Texas
$281K -$775K -2,195 -72%
PMFA
1474
Plante Moran Financial Advisors
Michigan
$281K -$14.1K -40 -4%
RPC
1475
Rossmore Private Capital
Connecticut
$281K – – –
57 58
59
60 61