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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
501
RPG Investment Advisory
California
$14.3M +$217K +243 +1%
EPIMS
502
Evelyn Partners Investment Management Services
$14.1M -$7.39M -8,282 -33%
CAMG
503
CWA Asset Management Group
Florida
$14M -$252K -283 -2%
BC
504
Burney Company
Virginia
$14M +$7.79M +8,734 +112%
CAG
505
Crestwood Advisors Group
Massachusetts
$13.8M +$1.1M +1,233 +8%
WAS
506
Westco Advisory Services
New York
$13.6M +$16.1K +18 +0.1%
OCBCO
507
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.6M -$788K -883 -5%
WG
508
Welch Group
Alabama
$13.5M -$295K -331 -2%
TI
509
Think Investments
California
$13.5M +$14.3M +16,000 New
SW
510
SteelPeak Wealth
California
$13.4M +$1.14M +1,283 +9%
EGA
511
Eagle Global Advisors
Texas
$13.4M +$388K +435 +3%
AFWM
512
AMJ Financial Wealth Management
Virginia
$13.3M +$233K +261 +2%
Brown Advisory
513
Brown Advisory
Maryland
$13.3M +$1.33M +1,495 +11%
RCW
514
Rheos Capital Works
Japan
$13.1M
EL
515
Essex LLC
Illinois
$13.1M -$379K -425 -3%
SCM
516
Shelton Capital Management
Colorado
$13.1M +$1.63M +1,826 +13%
LT
517
Legacy Trust
Michigan
$13M -$44.6K -50 -0.3%
MB
518
MidFirst Bank
Oklahoma
$13M -$1.24M -1,385 -8%
ATC
519
Argent Trust Co
Tennessee
$13M -$666K -747 -5%
LSERS
520
Louisiana State Employees Retirement System
Louisiana
$12.9M
Envestnet Portfolio Solutions
521
Envestnet Portfolio Solutions
Illinois
$12.9M -$1.97M -2,205 -13%
MYIA
522
Mount Yale Investment Advisors
Colorado
$12.8M +$9.25M +10,372 +218%
GFS
523
Geremia Financial Services
New Jersey
$12.8M +$61.6K +69 +0.5%
BFG
524
Bleakley Financial Group
New Jersey
$12.8M +$469K +526 +4%
SCM
525
SCS Capital Management
Massachusetts
$12.7M -$863K -967 -6%