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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
926
Laidlaw Wealth Management
New York
$413K -$4.07K -20 -1%
DC
927
Davenport & Co
Virginia
$411K -$27.1K -133 -6%
CW
928
CreativeOne Wealth
Kansas
$411K +$16.3K +80 +4%
CS
929
Cannell & Spears
New York
$410K – – –
PWM
930
Perigon Wealth Management
California
$410K +$6.1K +30 +1%
AHC
931
Adell Harriman & Carpenter
Texas
$408K +$413K +2,029 New
I
932
INVST
Indiana
$404K +$35K +172 +9%
OAM
933
Optimal Asset Management
California
$403K +$408K +2,004 New
AIM
934
Axiom Investment Management
New York
$402K +$407K +2,000 New
MYAM
935
Meiji Yasuda Asset Management
Japan
$398K -$480K -2,360 -54%
DWA
936
Douglass Winthrop Advisors
New York
$395K -$13.2K -65 -3%
PCM
937
Pointe Capital Management
Michigan
$395K +$89.1K +438 +29%
FIM
938
Freedom Investment Management
Connecticut
$395K +$400K +1,966 New
RT
939
Rockland Trust
Massachusetts
$393K – – –
WorldQuant Millennium Advisors
940
WorldQuant Millennium Advisors
New York
$393K +$33.2K +163 +9%
BHA
941
Beech Hill Advisors
New York
$392K – – –
FMBTD
942
First Midwest Bank Trust Division
Illinois
$391K -$6.1K -30 -2%
NWP
943
Northstar Wealth Partners
Connecticut
$389K +$66.1K +325 +20%
CCM
944
Check Capital Management
California
$388K -$81.4K -400 -17%
APWA
945
Atlas Private Wealth Advisors
New Jersey
$387K -$40.9K -201 -9%
AMC
946
Asset Management Corp
Illinois
$385K +$203 +1 +0.1%
TC
947
Trust Company
Kansas
$381K -$5.09K -25 -1%
KFA
948
Kelleher Financial Advisors
New York
$376K +$2.65K +13 +0.7%
RWMH
949
Riverpoint Wealth Management Holdings
Illinois
$371K +$69.8K +343 +23%
HCA
950
Harbour Capital Advisors
Virginia
$370K +$374K +1,840 New