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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1601
One Wealth Advisors
California
$600K +$264K +438 +66%
WFAG
1602
Worth Financial Advisory Group
North Carolina
$599K +$660K +1,096 New
AIM
1603
Athena Investment Management
California
$598K -$121K -201 -16%
KWMG
1604
King Wealth Management Group
Florida
$593K +$11.4K +19 +2%
VRM
1605
Vectors Research Management
New York
$590K – – –
CAM
1606
Close Asset Management
United Kingdom
$589K -$43.9K -73 -6%
ACM
1607
Advisors Capital Management
New Jersey
$589K +$15.6K +26 +2%
FBT
1608
First Bank & Trust
South Dakota
$587K -$3.01K -5 -0.5%
TWA
1609
TCI Wealth Advisors
Arizona
$587K -$170K -283 -21%
EBSAM
1610
Eubel Brady & Suttman Asset Management
Ohio
$586K -$32.5K -54 -5%
DWAM
1611
Duncan Williams Asset Management
Tennessee
$584K +$602 +1 +0.1%
AWAP
1612
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$580K -$30.1K -50 -5%
CIG
1613
Cascade Investment Group
Colorado
$577K +$15K +25 +2%
OP
1614
Oslo Pensjonsforsikring
$577K – – –
GF
1615
Gries Financial
Ohio
$576K -$1.94M -3,221 -75%
BAM
1616
Blueshift Asset Management
New Jersey
$576K +$392K +652 +162%
SFCL
1617
Strengthening Families & Communities LLC
Massachusetts
$576K – – –
BTW
1618
Boston Trust Walden
Massachusetts
$576K – – –
KCFA
1619
Key Client Fiduciary Advisors
New Jersey
$575K -$32.5K -54 -5%
DFA
1620
Davies Financial Advisors
California
$575K +$6.02K +10 +1%
RCA
1621
Ranch Capital Advisors
Florida
$574K +$37.3K +62 +6%
AA
1622
ALPS Advisors
Colorado
$573K +$166K +276 +36%
IIM
1623
Illumine Investment Management
Washington
$571K – – –
ISWM
1624
Independent Solutions Wealth Management
New York
$570K -$1.26M -2,090 -67%
TFG
1625
Taylor Financial Group
Virginia
$568K – – –
63 64
65
66 67