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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
901
Wilbanks Smith & Thomas Asset Management
Virginia
$1.12M +$240K +770 +29%
CCP
902
Corient Capital Partners
California
$1.12M +$140K +450 +15%
TP
903
Tranquility Partners
Tennessee
$1.12M -$69.4K -223 -6%
RWM
904
Ritholtz Wealth Management
New York
$1.12M +$91.2K +293 +9%
CWM
905
Centric Wealth Management
Illinois
$1.12M +$1.07M +3,423 New
BBHC
906
Brown Brothers Harriman & Co
New York
$1.11M +$14.9K +48 +1%
MWM
907
Meridian Wealth Management
Kentucky
$1.09M +$497K +1,595 +92%
Vanguard Personalized Indexing Management
908
Vanguard Personalized Indexing Management
California
$1.08M +$391K +1,255 +61%
EWA
909
Exencial Wealth Advisors
Oklahoma
$1.08M +$139K +448 +16%
HFM
910
Hartford Financial Management
Connecticut
$1.08M -$311K -1,000 -23%
TGAM
911
TBH Global Asset Management
Tennessee
$1.08M
GCP
912
GSA Capital Partners
United Kingdom
$1.07M +$766K +2,462 +299%
AF
913
Allworth Financial
California
$1.07M +$950K +3,050 +1,356%
BHBT
914
Burke & Herbert Bank & Trust
Virginia
$1.05M -$311 -1 -0%
NSAM
915
North Star Asset Management
Wisconsin
$1.05M -$45.1K -145 -4%
IWC
916
Integrated Wealth Concepts
Massachusetts
$1.05M +$138K +442 +16%
First Manhattan
917
First Manhattan
New York
$1.05M -$15.9K -51 -2%
KPW
918
Kore Private Wealth
New York
$1.05M -$24.6K -79 -2%
LWAM
919
Legacy Wealth Asset Management
Minnesota
$1.04M -$4.67K -15 -0.5%
MOS
920
MGO One Seven
Ohio
$1.04M +$158K +508 +19%
JIC
921
Johnson Investment Counsel
Ohio
$1.03M +$335K +1,076 +52%
PGWM
922
Parisi Gray Wealth Management
New Jersey
$1.03M +$934 +3 +0.1%
GAM
923
Geier Asset Management
Maryland
$1.02M +$3.42K +11 +0.4%
SJL
924
Shayne & Jacobs LLC
Tennessee
$1.01M
VAS
925
Vestmark Advisory Solutions
Massachusetts
$1.01M -$43.3K -139 -4%