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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
976
O'Shaughnessy Asset Management
Connecticut
$254K +$207K +1,020 +2,615%
CBU
977
CIBC Bank USA
Illinois
$253K +$214K +1,054 New
LPC
978
Loeb Partners Corp
New York
$251K -$629K -3,100 -75%
CPIG
979
Chicago Partners Investment Group
Illinois
$251K +$609 +3 +0.3%
ACP
980
Ashfield Capital Partners
California
$251K +$213K +1,050 New
CWM
981
Connecticut Wealth Management
Connecticut
$247K +$204K +1,006 New
DBIA
982
Dumont & Blake Investment Advisors
New Jersey
$246K +$208K +1,026 New
BWP
983
Baldwin Wealth Partners
Massachusetts
$245K – – –
JFL
984
Jarislowsky, Fraser Ltd
Quebec, Canada
$244K +$207K +1,020 New
IWM
985
IHT Wealth Management
Illinois
$241K +$203K +999 New
CGL
986
Clarius Group LLC
Washington
$240K +$203K +1,001 New
LCS
987
Levin Capital Strategies
New York
$239K +$203K +1,000 New
BRWA
988
B. Riley Wealth Advisors
Florida
$236K -$78K -384 -28%
CWM
989
Cedar Wealth Management
California
$235K – – –
HDIM
990
Hanson & Doremus Investment Management
Vermont
$235K -$2.03K -10 -1%
MAA
991
Matrix Asset Advisors
New York
$234K +$198K +976 New
Nuveen Fund Advisors
992
Nuveen Fund Advisors
Illinois
$233K +$197K +971 New
CAM
993
CG Asset Management
New York
$233K +$198K +973 New
VWA
994
V Wealth Advisors
Kansas
$233K +$198K +976 New
SSB
995
Sandy Spring Bank
Maryland
$229K -$12.2K -60 -6%
SSWM
996
Smith Salley Wealth Management
North Carolina
$229K +$194K +955 New
FTC
997
Farmers Trust Company
Ohio
$228K -$101K -498 -34%
GP
998
Girard Partners
Pennsylvania
$228K +$194K +954 New
GAM
999
Garrison Asset Management
Arkansas
$227K +$193K +949 New
GA
1000
Geller Advisors
New York
$225K +$190K +938 New