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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
976
ProVise Management Group
Florida
$331K -$24.5K -100 -7%
WIC
977
Woodmont Investment Counsel
Tennessee
$330K
RCM
978
RNC Capital Management
California
$330K +$6.87K +28 +2%
SWA
979
Sutton Wealth Advisors
Florida
$329K
CRC
980
Curi RMB Capital
Illinois
$329K -$6.35M -25,887 -95%
WA
981
WBH Advisory
Maryland
$328K
CIA
982
Choate Investment Advisors
Massachusetts
$327K +$18.2K +74 +6%
MBT
983
Monroe Bank & Trust
Michigan
$325K
HPC
984
HM Payson & Co
Maine
$324K +$73.6K +300 +31%
UCI
985
Uncommon Cents Investing
Wisconsin
$321K +$309K +1,260 New
HAG
986
HighPoint Advisor Group
Illinois
$319K +$23.1K +94 +8%
DAS
987
Dynamic Advisor Solutions
Arizona
$318K -$23.3K -95 -7%
NIA
988
Northstar Investment Advisors
Colorado
$318K +$9.81K +40 +3%
GAMC
989
Garner Asset Management Corp
Texas
$316K
PCG
990
Private Capital Group
Connecticut
$316K +$1.04M +4,236 New
FNBT
991
FineMark National Bank & Trust
Florida
$312K
CAPTRUST Financial Advisors
992
CAPTRUST Financial Advisors
North Carolina
$312K +$300K +1,223 New
LPT
993
Legacy Private Trust
Wisconsin
$308K -$84.6K -345 -22%
WP
994
WealthSource Partners
California
$307K -$99.6K -406 -25%
Fayez Sarofim & Co
995
Fayez Sarofim & Co
Texas
$307K -$60.1K -245 -17%
ANB
996
Amarillo National Bank
Texas
$307K
PFS
997
Prospera Financial Services
Texas
$305K -$143K -582 -33%
SWA
998
SFMG Wealth Advisors
Texas
$304K +$245 +1 +0.1%
TIM
999
Tortoise Investment Management
New York
$304K +$245 +1 +0.1%
FMWA
1000
Forvis Mazars Wealth Advisors
Missouri
$301K -$25.3K -103 -8%