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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
851
CrestPoint Capital Management
Missouri
$455K – – –
ADL
852
Asset Dedication LLC
California
$453K +$14.8K +73 +4%
GT
853
Greenleaf Trust
Michigan
$448K +$76.3K +376 +25%
EWA
854
Exencial Wealth Advisors
Oklahoma
$444K -$74.9K -369 -17%
CL
855
CPWM LLC
Washington
$444K -$35.9K -177 -9%
BOH
856
Bank of Hawaii
Hawaii
$444K +$376K +1,854 New
FNBT
857
FineMark National Bank & Trust
Florida
$443K -$25.4K -125 -6%
BHBT
858
Burke & Herbert Bank & Trust
Virginia
$442K -$4.87K -24 -1%
BCM
859
BlueCrest Capital Management
Jersey
$438K -$2.17M -10,672 -85%
EWM
860
Evercore Wealth Management
New York
$438K -$82.6K -407 -18%
FVP
861
Firefly Value Partners
Pennsylvania
$437K +$371K +1,827 New
TCOT
862
Trust Company of Toledo
Ohio
$435K – – –
RFCA
863
R&F Capital Advisors
New York
$434K +$368K +1,811 New
Wolverine Trading
864
Wolverine Trading
Illinois
$431K -$11M -54,276 -97%
BCM
865
Barometer Capital Management
Ontario, Canada
$431K +$366K +1,800 New
GEM
866
Global Endowment Management
North Carolina
$431K +$366K +1,800 New
NA
867
Nottingham Advisors
New York
$420K +$20.3K +100 +6%
EGA
868
E&G Advisors
Texas
$419K – – –
BFS
869
Bradley Foster & Sargent
Connecticut
$417K +$25.4K +125 +8%
SC
870
Savant Capital
Illinois
$416K +$9.14K +45 +3%
IIA
871
IPG Investment Advisors
California
$409K -$183K -900 -34%
NCIM
872
New Century Investment Management
Michigan
$407K +$345K +1,700 New
MFBTD
873
MB Financial Bank - Trust Department
Illinois
$406K +$3.45K +17 +1%
EDRH
874
Edmond de Rothschild Holding
Switzerland
$403K -$1.02M -5,033 -75%
PFA
875
Paradigm Financial Advisors
Missouri
$403K -$30.9K -152 -8%