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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1251
Close Asset Management
United Kingdom
$444K -$3.13K -9 -0.7%
SMA
1252
Sage Mountain Advisors
Georgia
$442K +$197K +565 +72%
CSB
1253
City State Bank
Iowa
$441K – – –
FCA
1254
FinTrust Capital Advisors
South Carolina
$441K – – –
KCFA
1255
Key Client Fiduciary Advisors
New Jersey
$438K -$11.1K -32 -2%
BWA
1256
Blodgett Wealth Advisors
California
$435K – – –
BA
1257
Bluesphere Advisors
Pennsylvania
$435K -$88.8K -255 -16%
FC
1258
Forte Capital
New York
$433K +$6.96K +20 +2%
WF
1259
Welch & Forbes
Massachusetts
$433K +$696 +2 +0.2%
CAMV
1260
Concord Asset Management (Virginia)
Virginia
$431K +$458K +1,317 New
BCWM
1261
Bartlett & Co Wealth Management
Ohio
$429K -$6.61K -19 -1%
BC
1262
Bartlett & Co
Ohio
$429K -$6.61K -19 -1%
HH
1263
Hilltop Holdings
Texas
$428K +$3.48K +10 +0.8%
IAMOG
1264
Investors Asset Management of Georgia
Georgia
$428K -$117K -335 -20%
HWA
1265
Heritage Wealth Advisors
Virginia
$427K +$33.4K +96 +8%
PFBT
1266
Parkside Financial Bank & Trust
Missouri
$427K +$2.79K +8 +0.6%
BTI
1267
Blue Trust Inc
Georgia
$427K -$58.1K -167 -12%
ETH
1268
Exos TFP Holdings
New York
$427K +$215K +619 +90%
PAA
1269
Peregrine Asset Advisers
Oregon
$425K -$10.8K -31 -2%
NWMG
1270
National Wealth Management Group
Ohio
$425K +$463K +1,329 New
ACI
1271
Alpha Cubed Investments
California
$424K -$102K -293 -18%
SAM
1272
Silvercrest Asset Management
New York
$424K -$57.4K -165 -11%
EB
1273
Eastern Bank
Massachusetts
$423K -$186K -534 -29%
MWM
1274
Modera Wealth Management
New Jersey
$423K +$44.9K +129 +11%
CICI
1275
Capital Investment Counsel Inc
North Carolina
$422K -$36.6K -105 -8%
49 50
51
52 53