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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1201
Insight Folios
North Carolina
$526K +$217K +661 +68%
PCM
1202
Pointe Capital Management
Michigan
$523K +$6.58K +20 +1%
SWMP
1203
Signature Wealth Management Partners
New Jersey
$523K +$65.8K +200 +14%
HTC
1204
Haverford Trust Company
Pennsylvania
$522K -$33.5K -102 -6%
HCM
1205
Hollencrest Capital Management
California
$521K -$62.8K -191 -11%
AWA
1206
Arkadios Wealth Advisors
Georgia
$520K +$51.9K +158 +11%
SC
1207
Schulhoff & Co
Ohio
$517K +$129K +391 +32%
AP
1208
Americana Partners
Texas
$514K -$138K -419 -21%
FMLI
1209
Fukoku Mutual Life Insurance
Japan
$513K – – –
PCIG
1210
Partners Capital Investment Group
Massachusetts
$513K +$522K +1,589 New
SAM
1211
Sompo Asset Management
Japan
$510K +$6.58K +20 +1%
AFC
1212
AFT Forsyth & Company
Florida
$508K – – –
IGAM
1213
iA Global Asset Management
Quebec, Canada
$508K +$518K +1,575 New
PFGIA
1214
Patriot Financial Group Insurance Agency
Massachusetts
$506K -$9.21K -28 -2%
RSWM
1215
Robertson Stephens Wealth Management
California
$505K -$684K -2,080 -57%
OTL
1216
Oak Thistle LLC
New York
$504K +$514K +1,562 New
PFBT
1217
Parkside Financial Bank & Trust
Missouri
$502K +$81.9K +249 +19%
CG
1218
Clarus Group
Texas
$499K +$509K +1,548 New
QPBE
1219
Quintet Private Bank (Europe)
Luxembourg
$499K -$382K -1,161 -43%
UCI
1220
Uncommon Cents Investing
Wisconsin
$498K – – –
NL
1221
NWAM LLC
Washington
$498K -$9.53K -29 -2%
VV
1222
Verity & Verity
South Carolina
$497K -$233K -710 -32%
ACIM
1223
Azimuth Capital Investment Management
Michigan
$496K +$16.4K +50 +3%
EAM
1224
Eukles Asset Management
Ohio
$496K +$30.9K +94 +7%
BFO
1225
Biltmore Family Office
North Carolina
$493K -$3.29K -10 -0.6%
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