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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
851
Venturi Wealth Management
Texas
$495K – – –
RPG
852
Risk Paradigm Group
Texas
$492K +$124K +559 +34%
HCM
853
Hollencrest Capital Management
California
$491K +$222 +1 +0%
BA
854
Bridgewater Associates
Connecticut
$480K -$1.63M -7,355 -77%
BP
855
Ballentine Partners
Massachusetts
$480K +$122K +549 +34%
GW
856
GW & Wade
Massachusetts
$479K +$2.22K +10 +0.5%
NVIM
857
New Vernon Investment Management
Illinois
$476K – – –
FIB
858
First Interstate Bank
Montana
$476K +$58K +261 +14%
OA
859
Outfitter Advisors
Virginia
$473K – – –
EWM
860
Evercore Wealth Management
New York
$472K +$8.44K +38 +2%
CG
861
Caprock Group
Idaho
$466K -$45.5K -205 -9%
PL
862
Perpetual Ltd
Australia
$466K +$467K +2,100 New
BI
863
Bramshill Investments
Florida
$465K +$465K +2,095 New
ECM
864
ETrade Capital Management
Virginia
$464K -$12.2K -55 -3%
WIS
865
Wright Investors Service
Connecticut
$460K +$52.2K +235 +13%
UR
866
USCA RIA
Texas
$459K -$72K -324 -14%
TIA
867
Tiemann Investment Advisors
California
$458K – – –
WG
868
Welch Group
Alabama
$457K +$61.1K +275 +15%
WA
869
Waverly Advisors
Alabama
$454K +$454K +2,045 New
HIM
870
Hermes Investment Management
United Kingdom
$454K +$455K +2,046 New
CS
871
Cannell & Spears
New York
$453K – – –
ADL
872
Asset Dedication LLC
California
$452K +$21.1K +95 +5%
BRC
873
Bell Rock Capital
Delaware
$446K +$45.5K +205 +11%
CANY
874
Caxton Associates (New York)
New York
$444K -$8.82M -39,700 -95%
EB
875
Eastern Bank
Massachusetts
$444K – – –
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