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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CK
701
Cohen Klingenstein
New York
$1.07M – – –
BRWA
702
B. Riley Wealth Advisors
Florida
$1.07M +$72.6K +357 +7%
AIP
703
Ameritas Investment Partners
Nebraska
$1.06M -$21.6K -106 -2%
RA
704
Rational Advisors
New York
$1.05M +$107K +526 +11%
LCS
705
Levin Capital Strategies
New York
$1.05M +$760K +3,737 +249%
FMB
706
Field & Main Bank
Kentucky
$1.05M +$38.9K +191 +4%
JF
707
Jump Financial
Illinois
$1.05M +$1.06M +5,213 New
AF
708
Arrow Financial
New York
$1.03M -$2.04K -10 -0.2%
HCM
709
HGI Capital Management
New York
$1.02M +$63.1K +310 +7%
SNT
710
Security National Trust
West Virginia
$1.01M +$96.6K +475 +10%
9WM
711
9258 Wealth Management
Ohio
$1.01M +$204K +1,002 +23%
HCM
712
Huber Capital Management
California
$1M -$3.21M -15,800 -76%
MFP
713
Michael F. Price
$1M – – –
SACTSONJ
714
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1M – – –
BWCS
715
Beirne Wealth Consulting Services
Connecticut
$1M +$1.01M +4,981 New
QPWM
716
Quadrant Private Wealth Management
Pennsylvania
$997K +$21.8K +107 +2%
JHCP
717
Jackson Hole Capital Partners
Oklahoma
$985K +$95.8K +471 +11%
EWM
718
Evercore Wealth Management
New York
$984K +$142K +699 +17%
BC
719
Burleson & Co
California
$980K -$244K -1,199 -20%
FMTC
720
Farmers & Merchants Trust Company
California
$975K +$95.8K +471 +11%
KLCM
721
KG&L Capital Management
Louisiana
$968K +$217K +1,068 +28%
WHG
722
Westwood Holdings Group
Texas
$965K +$977K +4,800 New
UIM
723
USS Investment Management
United Kingdom
$964K – – –
PAS
724
Partnervest Advisory Services
California
$959K +$143K +704 +17%
1W
725
1776 Wealth
Georgia
$952K – – –
27 28
29
30 31