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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
2326
SFMG Wealth Advisors
Texas
$365K +$77.5K +95 +30%
GRR
2327
Golden Reserve Retirement
Ohio
$365K +$339K +415 New
FGC
2328
First Growth Capital
Maryland
$365K +$315K +386 New
PMAM
2329
Picton Mahoney Asset Management
Ontario, Canada
$364K +$338K +414 New
BRPW
2330
Ballast Rock Private Wealth
South Carolina
$364K +$338K +414 New
SA
2331
Sovran Advisors
California
$362K +$31.8K +39 +12%
IWS
2332
Integrity Wealth Solutions
Colorado
$362K +$335K +411 New
OIM
2333
Oder Investment Management
California
$361K -$32.6K -40 -9%
GHA
2334
Granite Harbor Advisors
Texas
$361K -$5.71K -7 -2%
AA
2335
Addison Advisors
Vermont
$361K -$816 -1 -0.2%
BHWA
2336
Beacon Harbor Wealth Advisors
Virginia
$361K – – –
KMWM
2337
Keudell/Morrison Wealth Management
Oregon
$361K +$335K +411 New
GMFG
2338
Greater Midwest Financial Group
Minnesota
$361K -$8.16K -10 -2%
JFGLC
2339
Johnson Financial Group LLC (Colorado)
Colorado
$360K +$40K +49 +14%
AF
2340
Atala Financial
California
$359K – – –
SCM
2341
Sunbeam Capital Management
Georgia
$358K +$62K +76 +23%
SHGA
2342
Sand Hill Global Advisors
California
$358K +$47.3K +58 +17%
GCP
2343
Guardian Capital (Pennsylvania)
Pennsylvania
$358K +$332K +407 New
LIA
2344
Lynx Investment Advisory
District of Columbia
$357K -$26.9K -33 -8%
ANTB
2345
AMG National Trust Bank
Colorado
$357K +$84.9K +104 +34%
LAM
2346
Lifestyle Asset Management
Texas
$356K +$13.1K +16 +4%
TM
2347
Torren Management
California
$356K +$330K +405 New
LTAS
2348
Linden Thomas Advisory Services
North Carolina
$355K +$7.34K +9 +2%
NFG
2349
Nadler Financial Group
Illinois
$355K +$41.6K +51 +14%
PCM
2350
Praxis Capital Management
Illinois
$355K +$330K +404 New
92 93
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