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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
826
Tocqueville Asset Management
New York
$678K +$16.1K +74 +3%
XS
827
XR Securities
Illinois
$672K +$634K +2,922 New
RCM
828
Requisite Capital Management
Texas
$671K +$330K +1,520 +109%
BFM
829
Boothbay Fund Management
New York
$671K +$633K +2,919 New
WAS
830
WESPAC Advisors SoCal
California
$670K +$14.5K +67 +2%
PCM
831
Prelude Capital Management
New York
$660K +$175K +807 +39%
WCM
832
Weik Capital Management
Pennsylvania
$655K -$5.42K -25 -0.9%
FCI
833
Financial Counselors Inc
Kansas
$654K +$40.8K +188 +7%
PIM
834
Profit Investment Management
Maryland
$651K – – –
BO
835
Bank OZK
Arkansas
$649K +$26.3K +121 +4%
CCM
836
Cadence Capital Management
Massachusetts
$643K +$183K +842 +43%
PIA
837
Powell Investment Advisors
Florida
$641K +$605K +2,790 New
ACM
838
AUA Capital Management
Pennsylvania
$639K – – –
IWM
839
IHT Wealth Management
Illinois
$634K +$93.1K +429 +18%
1W
840
1776 Wealth
Georgia
$630K +$595K +2,740 New
PGWM
841
Parisi Gray Wealth Management
New Jersey
$629K -$4.34K -20 -0.7%
QPWM
842
Quadrant Private Wealth Management
Pennsylvania
$628K +$10.4K +48 +2%
SCA
843
Snowden Capital Advisors
New York
$625K +$73.1K +337 +14%
GLA
844
Great Lakes Advisors
Illinois
$625K +$590K +2,720 New
DC
845
Davenport & Co
Virginia
$622K +$143K +660 +32%
HI
846
Horizon Investments
North Carolina
$622K +$222K +1,025 +61%
HIA
847
Harbor Investment Advisory
Maryland
$615K +$580K +2,674 New
SWM
848
SVA Wealth Management
Wisconsin
$608K -$34.5K -159 -6%
P
849
Pitcairn
Pennsylvania
$607K -$1.11M -5,098 -66%
AIM
850
Avity Investment Management
Connecticut
$607K -$21.7K -100 -4%
32 33
34
35 36