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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1526
CoreCap Advisors
Michigan
$225K -$1K -3 -0.4%
LWCFA
1527
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$223K +$113K +337 +90%
OPW
1528
Oxler Private Wealth
New York
$223K +$334 +1 +0.1%
MSA
1529
Marino Stram & Associates
Massachusetts
$222K -$27.7K -83 -11%
CCM
1530
Carlson Capital Management
Minnesota
$220K -$1K -3 -0.4%
1SB
1531
1ST Source Bank
Indiana
$220K – – –
GP
1532
Greenline Partners
New York
$220K – – –
SAM
1533
Secure Asset Management
Michigan
$219K +$227K +678 New
AG
1534
Ascent Group
Virginia
$219K -$12.7K -38 -5%
CWM
1535
Curi Wealth Management
North Carolina
$219K -$594K -1,779 -72%
MMPW
1536
Mitchell McLeod Pugh & Williams
Alabama
$218K – – –
CG
1537
Clifford Group
Massachusetts
$218K – – –
MIA
1538
MainStreet Investment Advisors
Illinois
$218K -$2.34K -7 -1%
SWK
1539
Stephen W. Kidder
$217K – – –
TFGT
1540
TS Financial Group (TSFG)
Illinois
$216K +$10.7K +32 +5%
BCG
1541
Breakwater Capital Group
New Jersey
$216K +$235K +703 New
PWMG
1542
Provence Wealth Management Group
California
$216K +$223K +667 New
VCP
1543
Verus Capital Partners
Arizona
$216K +$223K +666 New
V
1544
ViaWealth
Kansas
$215K – – –
RA
1545
Rational Advisors
New York
$215K -$54.5K -163 -20%
MHIC
1546
Marble Harbor Investment Counsel
Massachusetts
$215K +$222K +664 New
SCA
1547
Sandy Cove Advisors
Massachusetts
$214K +$1K +3 +0.5%
WFA
1548
Wellspring Financial Advisors
Ohio
$214K – – –
GAM
1549
Grandview Asset Management
Pennsylvania
$213K +$1.67K +5 +0.8%
FCAS
1550
First Command Advisory Services
Texas
$213K +$220K +657 New
60 61
62
63 64