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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CICI
1151
Capital Investment Counsel Inc
North Carolina
$567K – – –
RDWM
1152
Red Door Wealth Management
Tennessee
$565K +$248K +692 +87%
WF
1153
Welch & Forbes
Massachusetts
$560K – – –
PIC
1154
Portland Investment Counsel
Ontario, Canada
$557K – – –
MCA
1155
Mercer Capital Advisers
New Jersey
$556K – – –
PCM
1156
Palisade Capital Management
New Jersey
$556K – – –
TCM
1157
Telos Capital Management
California
$554K -$1.07K -3 -0.2%
MFG
1158
Menard Financial Group
Texas
$551K +$137K +384 +36%
AHB
1159
Abner Herrman & Brock
New Jersey
$549K -$55.5K -155 -10%
AWM
1160
Aevitas Wealth Management
Massachusetts
$549K +$1.43K +4 +0.3%
AWA
1161
Arkadios Wealth Advisors
Georgia
$546K +$159K +445 +45%
ACM
1162
Ategra Capital Management
Virginia
$545K +$71.6K +200 +16%
BO
1163
Bank OZK
Arkansas
$543K -$90.2K -252 -15%
PCA
1164
Private Capital Advisors
Connecticut
$541K – – –
MMA
1165
Miracle Mile Advisors
California
$538K +$149K +416 +42%
AFC
1166
AFT Forsyth & Company
Florida
$537K +$240K +670 +90%
ST
1167
Smithfield Trust
Pennsylvania
$535K -$57.3K -160 -10%
JCM
1168
Jag Capital Management
Missouri
$534K +$358 +1 +0.1%
CAM
1169
Columbia Asset Management
Michigan
$533K -$193K -538 -28%
IAMOG
1170
Investors Asset Management of Georgia
Georgia
$533K – – –
TW
1171
TrinityPoint Wealth
Connecticut
$532K -$35.1K -98 -7%
BWM
1172
Buckley Wealth Management
Nevada
$531K – – –
FMBTD
1173
First Midwest Bank Trust Division
Illinois
$531K +$2.5K +7 +0.5%
CCP
1174
Cardan Capital Partners
Colorado
$525K -$247K -689 -33%
TH
1175
TCTC Holdings
Texas
$522K – – –
45 46
47
48 49