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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1076
Waverly Advisors
Alabama
$228K +$38.6K +162 +19%
AWA
1077
AmeriServ Wealth Advisors
Pennsylvania
$227K – – –
CG
1078
Cutler Group
California
$225K -$9.98M -41,856 -98%
LBC
1079
Lowe Brockenbrough & Co
Virginia
$225K – – –
CAC
1080
Certified Advisory Corp
Florida
$225K +$238 +1 +0.1%
CA
1081
Clearstead Advisors
Ohio
$224K -$17.9K -75 -7%
PA
1082
Probity Advisors
Texas
$223K +$241K +1,012 New
CC
1083
Cornerstone Capital
California
$221K -$236K -990 -99%
CA
1084
Cornerstone Advisory
Maryland
$221K – – –
GAMA
1085
Graticule Asia Macro Advisors
New York
$221K +$47.7K +200 +25%
QPWM
1086
Quadrant Private Wealth Management
Pennsylvania
$221K +$239K +1,001 New
MYIA
1087
Mount Yale Investment Advisors
Colorado
$219K +$477 +2 +0.2%
DLA
1088
Douglas Lane & Associates
New York
$216K +$31K +130 +15%
PCG
1089
Private Capital Group
Connecticut
$215K -$5.25K -22 -2%
GLI
1090
Guardian Life Insurance
New York
$215K +$40.1K +168 +21%
SVCP
1091
Silicon Valley Capital Partners
California
$215K +$216K +907 New
BSW
1092
Buckingham Strategic Wealth
Missouri
$215K +$233K +975 New
MBT
1093
Monroe Bank & Trust
Michigan
$214K -$72.7K -305 -24%
HWA
1094
HCR Wealth Advisors
California
$214K – – –
CGL
1095
Clarius Group LLC
Washington
$212K +$229K +960 New
GA
1096
Geller Advisors
New York
$211K +$1.43K +6 +0.6%
CWS
1097
Cypress Wealth Services
California
$211K +$4.53K +19 +2%
IA
1098
IFG Advisory
Georgia
$211K +$18.6K +78 +9%
HCM
1099
Highlander Capital Management
New Jersey
$210K -$95.4K -400 -30%
RPC
1100
Rossmore Private Capital
Connecticut
$210K -$10.5K -44 -4%
42 43
44
45 46