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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1126
Oak Asset Management
California
$596K +$562K +1,570 New
ZIC
1127
ZWJ Investment Counsel
Georgia
$595K – – –
RFWA
1128
RPg Family Wealth Advisory
Massachusetts
$592K +$558K +1,559 New
ST
1129
Spinnaker Trust
Maine
$591K +$6.44K +18 +1%
SAMT
1130
Select Asset Management & Trust
Pennsylvania
$590K – – –
CT
1131
Coastline Trust
Rhode Island
$589K +$46.5K +130 +9%
LB
1132
Legacy Bridge
Iowa
$588K -$7.16K -20 -1%
MFA
1133
Mayflower Financial Advisors
Massachusetts
$588K +$44.4K +124 +9%
STB
1134
S&T Bank
Pennsylvania
$586K – – –
WAP
1135
Wealthcare Advisory Partners
Pennsylvania
$586K +$38.3K +107 +7%
GG
1136
Golden Green
South Carolina
$584K +$3.22K +9 +0.6%
VNA
1137
Valley National Advisers
Pennsylvania
$581K -$6.08K -17 -1%
ACA
1138
Aptus Capital Advisors
Alabama
$581K +$12.9K +36 +2%
EP
1139
Edgestream Partners
New Jersey
$580K -$3.4M -9,494 -86%
JWA
1140
JFS Wealth Advisors
Pennsylvania
$580K – – –
SMF
1141
Sterling Manor Financial
New York
$580K +$546K +1,527 New
BHIA
1142
Birch Hill Investment Advisors
Massachusetts
$579K – – –
WA
1143
Wambolt & Associates
Colorado
$579K +$152K +424 +38%
OC
1144
Oakworth Capital
Alabama
$578K +$133K +373 +32%
SS
1145
Simplicity Solutions
Minnesota
$577K +$145K +406 +36%
SBH
1146
Segall Bryant & Hamill
Illinois
$575K +$19.7K +55 +4%
BFO
1147
Biltmore Family Office
North Carolina
$573K +$3.22K +9 +0.6%
GCM
1148
Gables Capital Management
Florida
$572K – – –
PIM
1149
Profit Investment Management
Maryland
$571K – – –
EWA
1150
EP Wealth Advisors
California
$571K +$67.6K +189 +14%
44 45
46
47 48