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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
GD
926
Grandfield & Dodd
New York
$317K -$80.2K -395 -23%
CAMG
927
CWA Asset Management Group
Florida
$316K +$268K +1,318 New
TCM
928
Tuttle Capital Management
Connecticut
$313K +$266K +1,310 New
MBTD
929
Mechanics Bank - Trust Department
California
$312K +$265K +1,304 New
MBT
930
Monroe Bank & Trust
Michigan
$311K – – –
CO
931
Caldwell & Orkin
Georgia
$311K +$264K +1,300 New
SWA
932
Sutton Wealth Advisors
Florida
$309K – – –
CFG
933
Citizens Financial Group
Rhode Island
$309K -$132K -650 -34%
WA
934
WBH Advisory
Maryland
$308K -$37.6K -185 -13%
HHGA
935
Halbert Hargrove Global Advisors
California
$305K -$4.67K -23 -2%
LCM
936
Lucas Capital Management
New Jersey
$303K -$7.11K -35 -3%
CL
937
Choreo LLC
Illinois
$302K +$256K +1,259 New
CFD
938
Creative Financial Designs
Indiana
$302K +$256K +1,260 New
ICOA
939
Investment Centers of America
North Dakota
$301K -$26.6K -131 -9%
WG
940
Welch Group
Alabama
$301K – – –
FMWA
941
Forvis Mazars Wealth Advisors
Missouri
$299K +$254K +1,250 New
RHBC
942
R.H. Bluestein & Co
Michigan
$299K +$254K +1,250 New
CIA
943
Choate Investment Advisors
Massachusetts
$298K – – –
BP
944
Ballentine Partners
Massachusetts
$293K -$18.3K -90 -7%
DAS
945
Dynamic Advisor Solutions
Arizona
$293K +$248K +1,223 New
ACM
946
Azimuth Capital Management
Michigan
$292K +$248K +1,220 New
Tudor Investment Corp
947
Tudor Investment Corp
Connecticut
$287K -$2.07M -10,175 -89%
SCM
948
Southport Capital Management
Tennessee
$287K -$36.5K -180 -13%
PNAA
949
Pictet North America Advisors
Switzerland
$287K -$24.4K -120 -9%
HPC
950
HM Payson & Co
Maine
$284K +$241K +1,185 New