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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1551
Hudson Capital Management
New Jersey
$233K – – –
BCMLT
1552
Beacon Capital Management LLC (Tennessee)
Tennessee
$233K +$249K +705 New
WCFA
1553
Walkner Condon Financial Advisors
Wisconsin
$232K +$248K +703 New
DM
1554
Diker Management
New York
$231K -$70.6K -200 -22%
FOA
1555
Five Oceans Advisors
California
$231K -$7.06K -20 -3%
TAM
1556
Taurus Asset Management
New York
$231K – – –
FG
1557
Fiduciary Group
Georgia
$231K +$54K +153 +25%
BSSFA
1558
Baron Silver Stevens Financial Advisors
Florida
$230K +$247K +700 New
RIA
1559
Realta Investment Advisors
Delaware
$228K -$47K -133 -16%
AHC
1560
Anderson Hoagland & Co
Missouri
$228K – – –
CGA
1561
Crescent Grove Advisors
Illinois
$227K -$98.9K -280 -29%
LFA
1562
Legacy Financial Advisors
Kentucky
$227K -$17K -48 -7%
MIM
1563
Merrion Investment Management
New Jersey
$227K -$8.48K -24 -3%
EWA
1564
Evolution Wealth Advisors
Florida
$227K – – –
CWM
1565
Cahaba Wealth Management
Georgia
$226K -$8.83K -25 -3%
SICM
1566
Sustainable Insight Capital Management
New York
$226K +$242K +684 New
CWM
1567
Connecticut Wealth Management
Connecticut
$226K +$242K +685 New
GP
1568
Greenline Partners
New York
$224K – – –
CHC
1569
City Holding Co
West Virginia
$223K – – –
FBB
1570
Fulton Breakefield Broenniman
Maryland
$223K +$238K +674 New
LA
1571
Legacy Advisors
Pennsylvania
$223K +$239K +676 New
SPWM
1572
Schrum Private Wealth Management
Florida
$221K – – –
SWK
1573
Stephen W. Kidder
$221K – – –
HFW
1574
Horizon Family Wealth
Illinois
$221K +$236K +668 New
BG
1575
Bahl & Gaynor
Ohio
$220K +$50.2K +142 +27%
61 62
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64 65