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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
SHA
901
Seneca House Advisors
Virginia
$390K +$392K +2,033 New
CAM
902
Cypress Asset Management
Texas
$389K – – –
DI
903
Diligent Investors
California
$389K +$4.82K +25 +1%
TCM
904
Telos Capital Management
California
$388K +$10K +52 +3%
EB
905
Eastern Bank
Massachusetts
$384K -$13.9K -72 -3%
CGL
906
Clarius Group LLC
Washington
$384K +$386K +2,001 New
PCM
907
Penserra Capital Management
California
$383K +$94.1K +488 +35%
HCM
908
Hollencrest Capital Management
California
$374K +$7.33K +38 +2%
ACM
909
Ategra Capital Management
Virginia
$371K +$373K +1,931 New
SA
910
Strategic Advisors
New York
$370K -$67.9K -352 -15%
WCM
911
Windsor Capital Management
Arizona
$370K +$27.6K +143 +8%
MAFM
912
Mid Atlantic Financial Management
Pennsylvania
$366K -$34.7K -180 -9%
AWM
913
Altium Wealth Management
New York
$366K -$7.14K -37 -2%
BFS
914
Bradley Foster & Sargent
Connecticut
$365K +$3.86K +20 +1%
CW
915
CreativeOne Wealth
Kansas
$365K +$35.3K +183 +11%
CL
916
CPWM LLC
Washington
$364K +$366K +1,895 New
DCM
917
Dimension Capital Management
Florida
$361K +$363K +1,880 New
RFWA
918
RPg Family Wealth Advisory
Massachusetts
$357K +$96.5K +500 +37%
LB
919
Legacy Bridge
Iowa
$356K – – –
CBFP
920
Cedar Brook Financial Partners
Ohio
$355K +$96.7K +501 +37%
NAMP
921
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$355K +$116K +600 +48%
FWCM
922
Ferguson Wellman Capital Management
Oregon
$354K -$55.9K -290 -14%
KA
923
Kovack Advisors
Florida
$353K +$51.1K +265 +17%
CTC
924
Central Trust Company
Missouri
$350K +$15K +78 +4%
TCOT
925
Trust Company of Toledo
Ohio
$348K – – –
35 36
37
38 39