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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1701
Aries Wealth Management
Maine
$291K – – –
TBWA
1702
Three Bridge Wealth Advisors
California
$291K – – –
RPWA
1703
Regent Peak Wealth Advisors
Georgia
$291K +$2.19K +5 +0.8%
1SB
1704
1ST Source Bank
Indiana
$290K +$11.4K +26 +4%
AA
1705
Auxano Advisors
Washington
$290K +$4.83K +11 +2%
CCA
1706
Childress Capital Advisors
Texas
$289K +$3.07K +7 +1%
MM
1707
Meridian Management
Arkansas
$289K +$5.27K +12 +2%
WAL
1708
W Advisors LLC
Tennessee
$288K – – –
GAM
1709
Grandview Asset Management
Pennsylvania
$286K -$1.32K -3 -0.5%
PMG
1710
ProVise Management Group
Florida
$285K +$276K +630 New
AP
1711
Americana Partners
Texas
$283K +$439 +1 +0.2%
BHIA
1712
Birch Hill Investment Advisors
Massachusetts
$283K -$2.19K -5 -0.8%
BTWM
1713
Brass Tax Wealth Management
Ohio
$283K +$21.9K +50 +9%
KMWM
1714
Keudell/Morrison Wealth Management
Oregon
$282K – – –
TWM
1715
Thrive Wealth Management
Pennsylvania
$280K -$15.8K -36 -5%
SCM
1716
Schnieders Capital Management
California
$279K – – –
TNBTD
1717
Trustmark National Bank Trust Department
Mississippi
$278K +$269K +614 New
VWM
1718
Vivid Wealth Management
Iowa
$278K -$650K -1,481 -71%
WFI
1719
West Family Investments
California
$277K +$54K +123 +25%
WI
1720
WrapManager Inc
California
$277K -$30.7K -70 -10%
RTC
1721
Riverview Trust Company
Washington
$277K – – –
OPW
1722
Oxler Private Wealth
New York
$277K +$1.32K +3 +0.5%
QPBE
1723
Quintet Private Bank (Europe)
Luxembourg
$277K -$5.27K -12 -2%
FI
1724
Finivi Inc
Massachusetts
$274K +$10.1K +23 +4%
NCM
1725
NCM Capital Management
New Jersey
$274K – – –
67 68
69
70 71