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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
PHAM
976
Palisades Hudson Asset Management
Florida
$341K – – –
RCG
977
Rock Creek Group
District of Columbia
$340K -$639K -3,142 -65%
ST
978
Smithfield Trust
Pennsylvania
$339K -$26.9K -132 -7%
FAIM
979
Financial Advocates Investment Management
Washington
$339K +$7.12K +35 +2%
GIA
980
Gladstone Institutional Advisory
Florida
$337K +$341K +1,678 New
FCFC
981
First Citizens Financial Corp
Iowa
$335K – – –
MRCM
982
M&R Capital Management
New Jersey
$334K -$5.09K -25 -1%
LSAG
983
Lake Street Advisors Group
New Hampshire
$333K +$36.8K +181 +12%
CGA
984
Crescent Grove Advisors
Illinois
$333K +$337K +1,656 New
CCA
985
Cobblestone Capital Advisors
New York
$331K -$141K -692 -30%
BIAS
986
Beacon Investment Advisory Services
New Jersey
$331K +$14.6K +72 +5%
HA
987
HYA Advisors
Missouri
$331K +$108K +532 +48%
Fayez Sarofim & Co
988
Fayez Sarofim & Co
Texas
$330K -$18.5K -91 -5%
CAM
989
Columbia Asset Management
Michigan
$329K -$61K -300 -15%
CWA
990
Clarus Wealth Advisors
Arizona
$328K +$93.2K +458 +39%
PWAP
991
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$327K +$37.6K +185 +13%
RCM
992
RNC Capital Management
California
$322K -$25.4K -125 -7%
CTC
993
Central Trust Company
Missouri
$322K -$11.4K -56 -3%
IA
994
IFG Advisory
Georgia
$322K +$610 +3 +0.2%
LB
995
Legacy Bridge
Iowa
$320K -$5.49K -27 -2%
TAM
996
Trust Asset Management
Texas
$320K +$323K +1,590 New
ISWM
997
Independent Solutions Wealth Management
New York
$318K -$4.48K -22 -1%
AHB
998
Abner Herrman & Brock
New Jersey
$318K -$2.19M -10,767 -87%
VFA
999
Voya Financial Advisors
Connecticut
$318K -$85.9K -422 -21%
PMG
1000
ProVise Management Group
Florida
$318K +$40.7K +200 +14%