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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1501
Pure Financial Advisors
California
$1.25M -$40.1K -45 -3%
SWA
1502
Sax Wealth Advisors
New Jersey
$1.25M -$15.2K -17 -1%
OAM
1503
Oak Asset Management
California
$1.24M -$134K -150 -9%
QIM
1504
Quest Investment Management
Oregon
$1.24M +$1.31M +1,469 New
GWA
1505
Gratus Wealth Advisors
Virginia
$1.24M -$83.9K -94 -6%
AWM
1506
Accurate Wealth Management
Florida
$1.24M +$6.25K +7 +0.5%
IG
1507
IFS Group
Pennsylvania
$1.24M +$1.31M +1,465 New
DCM
1508
Davidson Capital Management
Texas
$1.24M -$3.48M -3,900 -73%
WCM
1509
Windsor Capital Management
Arizona
$1.24M -$14.3K -16 -1%
KCP
1510
Kera Capital Partners
California
$1.24M +$37.5K +42 +3%
PMSA
1511
Patrick M. Sweeney & Associates
Illinois
$1.23M -$5.35K -6 -0.4%
PIA
1512
Pinion Investment Advisors
Kansas
$1.23M -$64.2K -72 -5%
KA
1513
Klingman & Associates
New York
$1.23M +$80.3K +90 +7%
MO
1514
McMillan Office
Michigan
$1.23M – – –
CS
1515
Candriam SCA
Luxembourg
$1.23M +$23.2K +26 +2%
MWM
1516
Modern Wealth Management
Kansas
$1.22M +$197K +221 +18%
HIC
1517
Hartline Investment Corp
Illinois
$1.22M +$16.1K +18 +1%
PHAM
1518
Palisades Hudson Asset Management
Florida
$1.21M – – –
WCM
1519
Weaver Capital Management
Georgia
$1.2M -$137K -154 -10%
BCM
1520
BluePath Capital Management
Georgia
$1.2M -$95.5K -107 -7%
PWP
1521
Phillips Wealth Planners
Mississippi
$1.2M +$39.3K +44 +4%
ACIM
1522
Azimuth Capital Investment Management
Michigan
$1.2M -$59.8K -67 -5%
SAM
1523
Strategy Asset Managers
California
$1.2M -$12.5K -14 -1%
CPA
1524
Capital Performance Advisors
California
$1.2M +$23.2K +26 +2%
OHWP
1525
Oak Harbor Wealth Partners
North Carolina
$1.2M -$41.9K -47 -3%
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