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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1101
Telos Capital Management
California
$387K -$341K -1,533 -51%
MCA
1102
Mercer Capital Advisers
New Jersey
$387K
AWM
1103
Aevitas Wealth Management
Massachusetts
$385K +$325K +1,458 New
BCA
1104
Bay Colony Advisors
Massachusetts
$383K -$2.45K -11 -0.8%
Koshinski Asset Management
1105
Koshinski Asset Management
Illinois
$382K +$322K +1,447 New
SRAM
1106
Spouting Rock Asset Management
Pennsylvania
$380K -$575K -2,582 -64%
WT
1107
Washington Trust
Rhode Island
$379K -$1.11K -5 -0.3%
CT
1108
Coastline Trust
Rhode Island
$378K +$319K +1,435 New
VWA
1109
Visionary Wealth Advisors
Illinois
$377K +$31.6K +142 +11%
PCA
1110
Private Capital Advisors
Connecticut
$376K
YIH
1111
Y-Intercept (HK)
Hong Kong
$375K +$321K +1,444 New
GIA
1112
Granite Investment Advisors
New Hampshire
$374K
ARTA
1113
A.R.T. Advisors
New York
$372K +$22.3K +100 +8%
RIM
1114
Regent Investment Management
Kentucky
$372K +$314K +1,410 New
XF
1115
XML Financial
Maryland
$372K +$314K +1,411 New
CGA
1116
Crescent Grove Advisors
Illinois
$371K -$55.4K -249 -15%
IAMOG
1117
Investors Asset Management of Georgia
Georgia
$371K
SWM
1118
Sugarloaf Wealth Management
Georgia
$370K -$8.24K -37 -3%
BWM
1119
Buckley Wealth Management
Nevada
$369K
PFPT
1120
Pinnacle Financial Partners (Tennessee)
Tennessee
$367K
TH
1121
TCTC Holdings
Texas
$363K
ACM
1122
Azimuth Capital Management
Michigan
$361K +$26.3K +118 +9%
MFA
1123
Mayflower Financial Advisors
Massachusetts
$361K +$305K +1,370 New
HKAM
1124
Horizon Kinetics Asset Management
New York
$358K
SB
1125
Strategic Blueprint
Georgia
$358K +$302K +1,358 New