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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
2451
Kestra Investment Management
Texas
$367K +$353K +362 New
IAS
2452
Integrity Advisory Solutions
Texas
$366K +$117K +120 +50%
UOTTAIMCU
2453
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$365K +$352K +361 New
GCA
2454
Gradient Capital Advisors
California
$365K – – –
GPA
2455
Guerra Pan Advisors
New Jersey
$364K – – –
BWM
2456
BlackDiamond Wealth Management
New York
$364K +$5.85K +6 +2%
CCMG
2457
Connecticut Capital Management Group
Connecticut
$363K – – –
FWP
2458
Flatrock Wealth Partners
California
$361K +$24.4K +25 +8%
WIM
2459
WealthPlan Investment Management
Nebraska
$360K +$50.7K +52 +17%
KA
2460
KLCM Advisors
Wisconsin
$360K -$28.3K -29 -8%
AC
2461
Addison Capital
Pennsylvania
$360K – – –
DSAM
2462
Dock Street Asset Management
Florida
$360K – – –
WWM
2463
Wolff Wiese Magana
California
$360K +$58.5K +60 +20%
HDIM
2464
Hanson & Doremus Investment Management
Vermont
$360K -$18.5K -19 -5%
SP
2465
Successful Portfolios
Florida
$360K -$1.95K -2 -0.6%
NFG
2466
Nadler Financial Group
Illinois
$359K +$27.3K +28 +9%
BFA
2467
Brendel Financial Advisors
New Hampshire
$359K -$1.95K -2 -0.6%
FLII
2468
First Long Island Investors
New York
$359K +$3.9K +4 +1%
MA
2469
Maxele Advisors
Missouri
$359K +$346K +355 New
TWP
2470
Tempus Wealth Planning
California
$358K -$6.83K -7 -2%
HIP
2471
Harrell Investment Partners
Texas
$358K +$975 +1 +0.3%
SPWM
2472
Schrum Private Wealth Management
Florida
$358K – – –
RWA
2473
Reicon Wealth Advisors
Georgia
$358K – – –
BW
2474
Blalock Williams
Alabama
$358K +$20.5K +21 +6%
SB
2475
Sunflower Bank
Texas
$358K +$22.4K +23 +7%
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