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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
FA
801
FDx Advisors
Illinois
$330K -$104K -670 -24%
ATC
802
Adirondack Trust Company
New York
$327K – – –
GLA
803
Great Lakes Advisors
Illinois
$326K +$102K +662 +47%
KFA
804
Kelleher Financial Advisors
New York
$323K +$318K +2,059 New
HIM
805
Hermes Investment Management
United Kingdom
$322K – – –
S
806
SignatureFD
Georgia
$316K +$28.5K +184 +10%
PVWM
807
Point View Wealth Management
New Jersey
$315K -$31.2K -202 -9%
KAM
808
Keeley Asset Management
Illinois
$315K +$1.39K +9 +0.5%
CFG
809
Citizens Financial Group
Rhode Island
$315K +$110K +714 +55%
RCM
810
Reynolds Capital Management
Nevada
$314K +$46.4K +300 +18%
PFA
811
Paradigm Financial Advisors
Missouri
$312K +$8.97K +58 +3%
EWM
812
Evercore Wealth Management
New York
$309K -$249K -1,607 -45%
ZB
813
Zions Bancorporation
Utah
$307K +$240K +1,552 +400%
ID
814
Integral Derivatives
New York
$304K -$1.22M -7,891 -80%
SC
815
Savant Capital
Illinois
$304K -$26.3K -170 -8%
VFA
816
Voya Financial Advisors
Connecticut
$302K -$13K -84 -4%
FMLI
817
Fukoku Mutual Life Insurance
Japan
$298K – – –
BRWA
818
B. Riley Wealth Advisors
Florida
$297K -$9.9K -64 -3%
WCM
819
Windsor Capital Management
Arizona
$296K -$74.2K -480 -20%
BFS
820
Bradley Foster & Sargent
Connecticut
$295K -$403K -2,605 -58%
WP
821
WMS Partners
Maryland
$291K -$505K -3,268 -64%
BAM
822
Berkshire Asset Management
Pennsylvania
$291K +$7.42K +48 +3%
ADL
823
Asset Dedication LLC
California
$290K +$42.4K +274 +17%
TCOT
824
Trust Company of Toledo
Ohio
$285K – – –
LH
825
Lebenthal Holdings
New York
$284K +$22K +142 +9%