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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
751
Evercore Wealth Management
New York
$2.34M – – –
HCM
752
Hodges Capital Management
Texas
$2.33M +$488K +1,232 +25%
SW
753
SVB Wealth
Massachusetts
$2.33M -$229K -579 -9%
IAA
754
Independent Advisor Alliance
North Carolina
$2.33M +$124K +312 +5%
PCM
755
Parsons Capital Management
Rhode Island
$2.32M +$34.8K +88 +1%
CIG
756
Cairn Investment Group
Washington
$2.31M – – –
MIAS
757
Mason Investment Advisory Services
Virginia
$2.31M – – –
1IA
758
1834 Investment Advisors
Wisconsin
$2.31M +$2.34M +5,900 +4,436%
APF
759
Alaska Permanent Fund
Alaska
$2.31M – – –
PFO
760
Pathstone Family Office
New Jersey
$2.3M -$64.1K -162 -3%
AP
761
Advisor Partners
California
$2.3M -$45.5K -115 -2%
ARC
762
Advisor Resource Council
Texas
$2.3M +$1.46M +3,692 +159%
DLG
763
Daniel L. Goodwin
$2.29M -$7.92K -20 -0.3%
PCM
764
Poehling Capital Management
Wisconsin
$2.26M -$61.4K -155 -3%
I
765
INVST
Indiana
$2.25M +$1.42M +3,599 +120%
EGA
766
E&G Advisors
Texas
$2.24M – – –
MOS
767
MGO One Seven
Ohio
$2.24M +$300K +759 +15%
EF
768
Empirical Finance
Pennsylvania
$2.23M +$613K +1,548 +36%
AIA
769
Affinity Investment Advisors
California
$2.22M – – –
SIA
770
Schechter Investment Advisors
Michigan
$2.21M +$2.29M +5,783 New
FTDI
771
First Trust Direct Indexing
Massachusetts
$2.19M +$81.6K +206 +4%
NFG
772
Next Financial Group
Texas
$2.17M +$938K +2,370 +72%
RJT
773
Raymond James Trust
Florida
$2.17M +$139K +350 +7%
MMA
774
Miracle Mile Advisors
California
$2.17M +$1.6M +4,046 +251%
RSWM
775
Robertson Stephens Wealth Management
California
$2.17M +$1.66M +4,194 +286%