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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIMP
1126
Zimmermann Investment Management & Planning
Pennsylvania
$646K +$12.7K +36 +2%
CIA
1127
Choate Investment Advisors
Massachusetts
$645K – – –
CPA
1128
Cardiff Park Advisors
California
$644K +$93.6K +265 +16%
RCAG
1129
Rehmann Capital Advisory Group
Michigan
$643K +$57.2K +162 +9%
WH
1130
Willner & Heller
California
$643K +$2.47K +7 +0.4%
GL
1131
GHE LLC
Tennessee
$642K +$2.83K +8 +0.4%
GL
1132
Graypoint LLC
New York
$642K +$285K +807 +71%
IIM
1133
Ironwood Investment Management
Massachusetts
$638K – – –
PI
1134
Pettee Investors
Connecticut
$637K – – –
OIA
1135
OneDigital Investment Advisors
Kansas
$637K +$392K +1,110 +135%
CRC
1136
Curi RMB Capital
Illinois
$635K -$82.6K -234 -11%
PCMN
1137
Paradigm Capital Management (Nevada)
Nevada
$634K +$1.77K +5 +0.3%
KFA
1138
Kelleher Financial Advisors
New York
$633K +$353 +1 +0.1%
RZH
1139
Relyea Zuckerberg Hanson
Connecticut
$632K -$61.1K -173 -8%
ASBI
1140
American State Bank (Iowa)
Iowa
$630K +$60K +170 +10%
KF
1141
Krilogy Financial
Missouri
$629K -$27.5K -78 -4%
OPS
1142
Orion Portfolio Solutions
Nebraska
$628K -$2.47K -7 -0.4%
WPW
1143
Waldron Private Wealth
Pennsylvania
$627K +$48.7K +138 +8%
CSPAM
1144
Cary Street Partners Asset Management
Virginia
$626K – – –
IAMOG
1145
Investors Asset Management of Georgia
Georgia
$625K +$171K +485 +34%
SF
1146
Summit Financial
New Jersey
$623K -$38.1K -108 -5%
CBT
1147
Central Bank & Trust
Kentucky
$621K +$223K +631 +50%
PCM
1148
Pennsylvania Capital Management
Pennsylvania
$620K +$664K +1,879 New
APWA
1149
Atlas Private Wealth Advisors
New Jersey
$617K +$11.7K +33 +2%
TCOT
1150
Trust Company of Toledo
Ohio
$615K – – –
44 45
46
47 48