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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2151
Claro Advisors
Massachusetts
$567K +$17.5K +18 +3%
TWM
2152
Tripletail Wealth Management
Florida
$567K – – –
WAM
2153
Worth Asset Management
Texas
$565K +$312K +320 +134%
LA
2154
Legacy Advisors
Pennsylvania
$565K +$77K +79 +16%
EWA
2155
Eagle Wealth Advisors
Connecticut
$563K +$24.4K +25 +5%
GHAM
2156
Gilman Hill Asset Management
Connecticut
$563K – – –
PUI
2157
Purpose Unlimited Inc
$562K -$53.6K -55 -9%
HC
2158
Hara Capital
Washington
$561K – – –
MA
2159
Mezzasalma Advisors
New Jersey
$561K +$975 +1 +0.2%
SWM
2160
SHP Wealth Management
Massachusetts
$559K +$27.3K +28 +5%
RGC
2161
Roberts, Glore & Co
Illinois
$557K -$34.1K -35 -6%
ACM
2162
Accent Capital Management
Ohio
$556K – – –
RT
2163
Rockland Trust
Massachusetts
$556K – – –
SEP
2164
Southland Equity Partners
Missouri
$554K +$37K +38 +7%
NP
2165
Ninepoint Partners
Ontario, Canada
$553K – – –
BW
2166
Basepoint Wealth
Iowa
$552K -$40.9K -42 -7%
E
2167
Entelevest
Florida
$551K +$22.4K +23 +4%
AG
2168
AmeriFlex Group
Nevada
$550K +$6.83K +7 +1%
KA
2169
Kercheville Advisors
Texas
$549K +$164K +168 +45%
EHC
2170
Everett Harris & Co
California
$548K +$39K +40 +8%
GC
2171
Garde Capital
Washington
$548K -$5.85K -6 -1%
LWIC
2172
Leith Wheeler Investment Counsel
British Columbia, Canada
$546K -$58.5K -60 -10%
BST
2173
Bath Savings Trust
Maine
$546K +$33.1K +34 +7%
RWA
2174
Rooted Wealth Advisors
Illinois
$546K +$54.6K +56 +12%
B
2175
Bensler
Washington
$542K -$73.1K -75 -12%
85 86
87
88 89