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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
HT
801
Heritage Trust
Oklahoma
$889K -$46.1K -177 -5%
GIA
802
Gargoyle Investment Advisor
New Jersey
$886K – – –
PVWM
803
Point View Wealth Management
New Jersey
$886K +$40.9K +157 +5%
WCM
804
Weik Capital Management
Pennsylvania
$876K -$35.1K -135 -4%
PCM
805
Parsons Capital Management
Rhode Island
$868K +$529K +2,030 +143%
BIM
806
Baldwin Investment Management
Pennsylvania
$866K +$19.5K +75 +2%
KP
807
Keel Point
Alabama
$861K -$20.8K -80 -2%
S
808
SignatureFD
Georgia
$857K +$84.4K +324 +11%
NIT
809
NumerixS Investment Technologies
British Columbia, Canada
$848K +$885K +3,400 New
LCM
810
Leisure Capital Management
California
$841K – – –
BC
811
Burleson & Co
California
$835K – – –
CCA
812
Checchi Capital Advisers
California
$825K +$11.7K +45 +1%
SOAMC
813
Spirit of America Management Corp
New York
$822K – – –
VWM
814
Venturi Wealth Management
Texas
$819K +$318K +1,220 +60%
SFG
815
SevenBridge Financial Group
Pennsylvania
$815K -$6.77K -26 -0.8%
SFM
816
Signature Financial Management
Virginia
$806K +$32.5K +125 +4%
MC
817
Moors & Cabot
Massachusetts
$805K +$341K +1,310 +69%
TG
818
TLP Group
Illinois
$801K +$441K +1,693 +114%
CNAM
819
Campbell Newman Asset Management
Wisconsin
$799K +$3.9K +15 +0.5%
CCP
820
Corient Capital Partners
California
$797K -$34.4K -132 -4%
ACA
821
Anchor Capital Advisors
Massachusetts
$795K -$152K -585 -16%
GXMC
822
Global X Management Company
New York
$777K +$33.1K +127 +4%
WAS
823
Winch Advisory Services
Wisconsin
$774K +$173K +666 +28%
CPA
824
Capital Planning Advisors
California
$764K +$790K +3,033 New
DIM
825
DC Investments Management
Virginia
$762K +$788K +3,027 New
31 32
33
34 35