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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
JRP
651
Jasper Ridge Partners
California
$860K
III
652
Independent Investors Inc
New York
$850K
LCM
653
Logan Capital Management
Pennsylvania
$833K -$82.5K -500 -10%
EFS
654
Essex Financial Services
Connecticut
$831K -$127K -770 -14%
AP
655
Advisor Partners
California
$830K +$73.9K +448 +11%
CTC
656
Central Trust Company
Missouri
$829K +$121K +736 +19%
Northwestern Mutual Wealth Management
657
Northwestern Mutual Wealth Management
Wisconsin
$805K -$11.7K -71 -2%
RCM
658
Reynolds Capital Management
Nevada
$798K -$82.5K -500 -10%
PSC
659
Piper Sandler & Co
Minnesota
$798K +$742K +4,500 New
FA
660
FDx Advisors
Illinois
$794K -$611K -3,702 -45%
NCMW
661
Northern Capital Management (Wisconsin)
Wisconsin
$792K
GJIC
662
Gamble Jones Investment Counsel
California
$789K -$13.2K -80 -2%
SI
663
Stephens Inc
Arkansas
$788K -$69.3K -420 -9%
EP
664
Elkhorn Partners
Nebraska
$780K
BHWM
665
Bar Harbor Wealth Management
New Hampshire
$776K +$57.9K +351 +9%
CC
666
Courier Capital
New York
$773K +$82.5K +500 +13%
MFS
667
MSI Financial Services
Massachusetts
$769K +$715K +4,338 New
JIC
668
Joel Isaacson & Co
New York
$766K +$165 +1 +0%
FAAS
669
First Allied Advisory Services
California
$746K +$40.4K +245 +6%
B
670
Baird
Wisconsin
$739K -$368K -2,229 -35%
HPBT
671
High Point Bank & Trust
North Carolina
$736K -$2.64K -16 -0.4%
IPC
672
Independent Portfolio Consultants
Florida
$723K +$238K +1,440 +55%
RBA
673
Richard Bernstein Advisors
New York
$719K
FWM
674
Focused Wealth Management
New York
$712K -$495 -3 -0.1%
SCM
675
Steward Capital Management
Michigan
$710K