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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
1876
Hartline Investment Corp
Illinois
$361K +$4.21K +7 +1%
CBT
1877
Crews Bank & Trust
Florida
$360K -$6.62K -11 -2%
MSRI
1878
Michael S. Ryan Inc
New York
$360K +$397K +659 New
HC
1879
Hara Capital
Washington
$358K -$21.7K -36 -5%
RTC
1880
Riverview Trust Company
Washington
$358K -$4.81K -8 -1%
KAS
1881
KPP Advisory Services
Kentucky
$357K +$162K +269 +70%
1SB
1882
1ST Source Bank
Indiana
$357K – – –
CGA
1883
Crescent Grove Advisors
Illinois
$357K +$90.9K +151 +30%
TWM
1884
Thrive Wealth Management
Pennsylvania
$356K +$13.8K +23 +4%
AC
1885
AlphaCore Capital
California
$355K +$391K +649 New
OF
1886
Optimize Financial
California
$353K -$28.9K -48 -7%
AWM
1887
Aries Wealth Management
Maine
$352K – – –
TBWA
1888
Three Bridge Wealth Advisors
California
$352K – – –
PIA
1889
Perennial Investment Advisors
California
$351K +$387K +643 New
LCGC
1890
Legacy Capital Group California
California
$350K -$1.8K -3 -0.5%
SFS
1891
Sharp Financial Services
Pennsylvania
$350K +$113K +187 +41%
FWP
1892
FAS Wealth Partners
Kansas
$349K +$18.1K +30 +5%
BO
1893
Bank OZK
Arkansas
$345K – – –
BF
1894
bLong Financial
Tennessee
$344K – – –
OFG
1895
Oxford Financial Group
Indiana
$344K -$9.03K -15 -2%
GFP
1896
Gryphon Financial Partners
Ohio
$344K +$91.5K +152 +32%
OPW
1897
Oxler Private Wealth
New York
$344K +$7.82K +13 +2%
PAWA
1898
Palo Alto Wealth Advisors
California
$344K +$7.22K +12 +2%
BHIA
1899
Birch Hill Investment Advisors
Massachusetts
$341K – – –
CB
1900
Community Bank
New York
$341K +$376K +625 New
74 75
76
77 78