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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
APA
826
American Portfolios Advisors
New York
$659K +$215K +903 +43%
PGWM
827
Parisi Gray Wealth Management
New Jersey
$654K – – –
CAN
828
Cetera Advisor Networks
California
$651K -$4.29K -18 -0.6%
HSA
829
HBK Sorce Advisory
Pennsylvania
$648K +$8.11K +34 +1%
PAG
830
Private Advisory Group
Washington
$648K +$700K +2,936 New
BBHC
831
Brown Brothers Harriman & Co
New York
$632K +$97.3K +408 +17%
PIM
832
Profit Investment Management
Maryland
$624K – – –
AIA
833
Avalon Investment & Advisory
Texas
$623K -$345K -1,448 -34%
CI
834
Capital International
California
$615K -$661K -2,773 -50%
NFC
835
Northeast Financial Consultants
Connecticut
$615K – – –
ACM
836
AUA Capital Management
Pennsylvania
$613K – – –
SGCA
837
Steel Grove Capital Advisors
Tennessee
$613K +$5.96K +25 +0.9%
VIM
838
Vista Investment Management
Pennsylvania
$611K +$954 +4 +0.1%
PT
839
Plimoth Trust
Massachusetts
$607K -$47.9K -201 -7%
SWM
840
SeaCrest Wealth Management
New York
$606K -$7.63K -32 -1%
FIB
841
First Interstate Bank
Montana
$606K +$144K +603 +28%
CBT
842
Capital Bank & Trust
California
$602K – – –
NERM
843
New England Research & Management
Illinois
$601K +$423K +1,775 +187%
BAM
844
Belpointe Asset Management
Nevada
$600K +$44.6K +187 +7%
WPA
845
Winning Points Advisors
Florida
$596K – – –
SWM
846
SVA Wealth Management
Wisconsin
$595K +$644K +2,699 New
ACA
847
Anchor Capital Advisors
Massachusetts
$594K -$110K -463 -15%
MBTD
848
Mechanics Bank - Trust Department
California
$592K +$139K +582 +28%
BA
849
Boston Advisors
Massachusetts
$591K -$6.68K -28 -1%
RP
850
Rice Partnership
Hawaii
$590K – – –
32 33
34
35 36