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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
1526
Badgley Phelps Wealth Managers
Washington
$266K +$14.6K +42 +6%
SBIA
1527
Sheaff Brock Investment Advisors
Indiana
$266K -$48K -138 -15%
CH
1528
Canton Hathaway
Rhode Island
$266K – – –
SAMT
1529
Select Asset Management & Trust
Pennsylvania
$266K – – –
IWA
1530
IVC Wealth Advisors
Pennsylvania
$265K +$15.3K +44 +6%
OWA
1531
Octavia Wealth Advisors
Ohio
$265K +$6.62K +19 +3%
BFA
1532
Beacon Financial Advisory
Ohio
$265K -$110K -315 -29%
MA
1533
MCF Advisors
Kentucky
$264K +$8.7K +25 +3%
MSA
1534
Marino Stram & Associates
Massachusetts
$264K +$26.5K +76 +11%
FCCM
1535
First City Capital Management
Georgia
$261K +$348 +1 +0.1%
ACM
1536
Acrisure Capital Management
Texas
$258K +$262K +752 New
MTIC
1537
Missouri Trust & Investment Company
Missouri
$258K – – –
PS
1538
Planned Solutions
California
$258K – – –
WCM
1539
Washburn Capital Management
Florida
$258K +$22.6K +65 +9%
AB
1540
Atlas Brown
Kentucky
$257K -$34.8K -100 -12%
OA
1541
Operose Advisors
Wisconsin
$257K – – –
IGWM
1542
ICA Group Wealth Management
Colorado
$257K +$261K +749 New
AF
1543
Advisornet Financial
Minnesota
$256K -$361K -1,036 -58%
PG
1544
Prostatis Group
Maryland
$255K -$13.9K -40 -5%
NCM
1545
Nelson Capital Management
California
$254K – – –
EG
1546
Ellerson Group
Maryland
$254K +$257K +739 New
CIP
1547
Convergence Investment Partners
Florida
$254K -$17.8K -51 -6%
GAM
1548
Grandview Asset Management
Pennsylvania
$253K -$4.53K -13 -2%
CWP
1549
Concord Wealth Partners
Virginia
$251K -$279K -801 -52%
TFM
1550
TFC Financial Management
Massachusetts
$251K +$1.04K +3 +0.4%
60 61
62
63 64