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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
JAFL
1601
Jay A. Fishman Ltd
Michigan
$305K – – –
MHIC
1602
Marble Harbor Investment Counsel
Massachusetts
$305K – – –
EG
1603
Ellerson Group
Maryland
$304K – – –
GLLW
1604
Graves Light Lenhart Wealth
Virginia
$304K -$3.26M -8,401 -92%
FIM
1605
Fernwood Investment Management
Massachusetts
$304K – – –
AWM
1606
AllSquare Wealth Management
New York
$304K – – –
CWM
1607
Chemistry Wealth Management
New York
$304K – – –
WTA
1608
Washington Trust Advisors
Massachusetts
$303K – – –
CT
1609
Caldwell Trust
Florida
$302K -$98.2K -253 -26%
SPWM
1610
Schrum Private Wealth Management
Florida
$302K +$38.8K +100 +16%
MAM
1611
McLean Asset Management
Virginia
$302K +$1.55K +4 +0.5%
GA
1612
GFS Advisors
Texas
$302K +$2.72K +7 +1%
BWCS
1613
Beirne Wealth Consulting Services
Connecticut
$302K -$727K -1,873 -72%
BFA
1614
Beaumont Financial Advisors
Massachusetts
$301K +$279K +720 New
BAM
1615
Berkshire Asset Management
Pennsylvania
$300K -$40.4K -104 -13%
ZIM
1616
Zacks Investment Management
Illinois
$299K +$277K +715 New
RWP
1617
Revolve Wealth Partners
New Jersey
$299K +$17.5K +45 +7%
FSC
1618
Full Sail Capital
Oklahoma
$298K -$10.9K -28 -4%
DMBA
1619
Deseret Mutual Benefit Administrators
Utah
$298K +$7.76K +20 +3%
BO
1620
Bank OZK
Arkansas
$297K -$5.82K -15 -2%
BCMLT
1621
Beacon Capital Management LLC (Tennessee)
Tennessee
$297K +$3.88K +10 +1%
NB
1622
Nicolet Bankshares
Wisconsin
$296K +$38.8K +100 +16%
FOA
1623
Five Oceans Advisors
California
$296K +$388 +1 +0.1%
CFGS
1624
Concourse Financial Group Securities
Alabama
$294K +$2.72K +7 +1%
FBB
1625
Fulton Breakefield Broenniman
Maryland
$293K – – –
63 64
65
66 67