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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MS
1151
Mizuho Securities
Japan
$330K -$324K -1,457 -54%
IA
1152
IFP Advisors
Florida
$329K +$126K +567 +88%
TFO
1153
Tarbox Family Office
California
$328K – – –
GAMC
1154
Garner Asset Management Corp
Texas
$327K – – –
ACM
1155
Ategra Capital Management
Virginia
$326K – – –
SAM
1156
Security Asset Management
New York
$325K +$190K +855 +226%
JF
1157
JSF Financial
California
$324K +$11.4K +51 +4%
DWM
1158
Dakota Wealth Management
Florida
$324K +$50.3K +226 +23%
BP
1159
Ballentine Partners
Massachusetts
$323K -$106K -474 -28%
FBT
1160
First Bank & Trust
South Dakota
$323K -$10.2K -46 -4%
BFS
1161
Bard Financial Services
Connecticut
$323K +$273K +1,225 New
ECG
1162
Edge Capital Group
Georgia
$321K +$26K +117 +11%
FPS
1163
Fieldpoint Private Securities
Connecticut
$320K +$2K +9 +0.7%
HFP
1164
Holistic Financial Partners
Indiana
$320K +$25.2K +113 +10%
ACI
1165
Alpha Cubed Investments
California
$319K +$445 +2 +0.2%
WPW
1166
Waldron Private Wealth
Pennsylvania
$317K -$18K -81 -6%
MGIM
1167
M&G Investment Management
United Kingdom
$317K – – –
SWA
1168
Sutton Wealth Advisors
Florida
$316K +$1.56K +7 +0.6%
SDWIA
1169
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$316K +$27.8K +125 +12%
CRC
1170
Curi RMB Capital
Illinois
$314K +$265K +1,191 New
CIA
1171
Choate Investment Advisors
Massachusetts
$312K – – –
AC
1172
Abbrea Capital
California
$311K +$7.79K +35 +3%
HIP
1173
HUB Investment Partners
Texas
$311K +$344K +1,546 New
WAAG
1174
Wealth Alliance Advisory Group
Kansas
$309K -$24K -108 -8%
MRCM
1175
M&R Capital Management
New Jersey
$308K -$110K -495 -30%
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