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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1151
EP Wealth Advisors
California
$571K +$67.6K +189 +14%
CICI
1152
Capital Investment Counsel Inc
North Carolina
$567K – – –
RDWM
1153
Red Door Wealth Management
Tennessee
$565K +$248K +692 +87%
WF
1154
Welch & Forbes
Massachusetts
$560K – – –
PIC
1155
Portland Investment Counsel
Ontario, Canada
$557K – – –
MCA
1156
Mercer Capital Advisers
New Jersey
$556K – – –
PCM
1157
Palisade Capital Management
New Jersey
$556K – – –
TCM
1158
Telos Capital Management
California
$554K -$1.07K -3 -0.2%
MFG
1159
Menard Financial Group
Texas
$551K +$137K +384 +36%
AHB
1160
Abner Herrman & Brock
New Jersey
$549K -$55.5K -155 -10%
AWM
1161
Aevitas Wealth Management
Massachusetts
$549K +$1.43K +4 +0.3%
AWA
1162
Arkadios Wealth Advisors
Georgia
$546K +$159K +445 +45%
OMIC
1163
Old Mission Investment Co
Michigan
$546K -$103K -288 -17%
ACM
1164
Ategra Capital Management
Virginia
$545K +$71.6K +200 +16%
BO
1165
Bank OZK
Arkansas
$543K -$90.2K -252 -15%
PCA
1166
Private Capital Advisors
Connecticut
$541K – – –
MMA
1167
Miracle Mile Advisors
California
$538K +$149K +416 +42%
AFC
1168
AFT Forsyth & Company
Florida
$537K +$240K +670 +90%
ST
1169
Smithfield Trust
Pennsylvania
$535K -$57.3K -160 -10%
JCM
1170
Jag Capital Management
Missouri
$534K +$358 +1 +0.1%
CAM
1171
Columbia Asset Management
Michigan
$533K -$193K -538 -28%
IAMOG
1172
Investors Asset Management of Georgia
Georgia
$533K – – –
TW
1173
TrinityPoint Wealth
Connecticut
$532K -$35.1K -98 -7%
BWM
1174
Buckley Wealth Management
Nevada
$531K – – –
FMBTD
1175
First Midwest Bank Trust Division
Illinois
$531K +$2.5K +7 +0.5%
45 46
47
48 49