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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
BSHC
1701
Breed's Hill Capital
Massachusetts
$252K – – –
CC
1702
Constitution Capital
Connecticut
$251K -$155K -400 -40%
SSA
1703
South Street Advisors
New York
$251K – – –
UAM
1704
Unison Asset Management
Florida
$251K – – –
OPTFSNA
1705
Old Point Trust & Financial Services N A
Virginia
$250K – – –
WB
1706
Webster Bank
Connecticut
$249K +$127K +326 +120%
RMC
1707
Resources Management Corp
Connecticut
$249K – – –
BWG
1708
Berry Wealth Group
Texas
$249K +$13.6K +35 +6%
SPI
1709
Santori & Peters Inc
Pennsylvania
$249K – – –
FG
1710
Fiduciary Group
Georgia
$248K – – –
FI
1711
FWG Investments
Kentucky
$246K +$5.43K +14 +2%
IWA
1712
IVC Wealth Advisors
Pennsylvania
$246K +$776 +2 +0.3%
SG
1713
Sharper & Granite
California
$245K – – –
SAM
1714
Secure Asset Management
Michigan
$244K -$17.9K -46 -7%
LAM
1715
Lifestyle Asset Management
Texas
$244K -$35.7K -92 -14%
FI
1716
Finivi Inc
Massachusetts
$243K +$5.04K +13 +2%
AT
1717
American Trust
Kentucky
$242K -$48.1K -124 -18%
MRCM
1718
M&R Capital Management
New Jersey
$242K – – –
AC
1719
Addison Capital
Pennsylvania
$242K +$225K +580 New
AFG
1720
ABLE Financial Group
Arizona
$242K +$3.1K +8 +1%
VSQM
1721
V-Square Quantitative Management
Illinois
$241K – – –
FWM
1722
Fairhaven Wealth Management
Illinois
$241K -$195K -503 -47%
NLP
1723
Next Level Private
New York
$241K +$776 +2 +0.3%
CW
1724
Channel Wealth
California
$241K -$6.21K -16 -3%
BTWM
1725
Brass Tax Wealth Management
Ohio
$240K +$223K +575 New
67 68
69
70 71