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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1276
Modera Wealth Management
New Jersey
$379K -$11.2K -36 -3%
JCM
1277
Jacobi Capital Management
Pennsylvania
$379K +$65.4K +210 +20%
XS
1278
XR Securities
Illinois
$378K +$396K +1,272 New
RDWM
1279
Red Door Wealth Management
Tennessee
$376K +$96.8K +311 +32%
WF
1280
Welch & Forbes
Massachusetts
$375K -$46.7K -150 -11%
PFC
1281
Phocas Financial Corp
California
$373K -$23.4K -75 -6%
CBFP
1282
Cedar Brook Financial Partners
Ohio
$373K -$2.49K -8 -0.6%
KA
1283
Kozak & Associates
Colorado
$372K -$29.6K -95 -7%
BO
1284
Bank OZK
Arkansas
$371K -$6.85K -22 -2%
SFG
1285
Steward Financial Group
Texas
$370K -$8.1K -26 -2%
PFGIA
1286
Patriot Financial Group Insurance Agency
Massachusetts
$370K +$21.2K +68 +6%
MCM
1287
McRae Capital Management
New Jersey
$369K – – –
FWM
1288
Finer Wealth Management
Massachusetts
$369K +$185K +594 +92%
EI
1289
Ellevest Inc
New York
$368K -$64.8K -208 -14%
GAMC
1290
Garner Asset Management Corp
Texas
$368K – – –
ST
1291
Smithfield Trust
Pennsylvania
$367K -$34.2K -110 -8%
VWA
1292
Visionary Wealth Advisors
Illinois
$366K -$4.98K -16 -1%
RPC
1293
Rossmore Private Capital
Connecticut
$366K +$118K +380 +45%
SWA
1294
Sutton Wealth Advisors
Florida
$365K +$1.87K +6 +0.5%
CCM
1295
Check Capital Management
California
$365K -$31.1K -100 -8%
SIG
1296
Sargent Investment Group
Maryland
$365K -$14K -45 -4%
TWA
1297
TCI Wealth Advisors
Arizona
$365K +$10.6K +34 +3%
LIM
1298
Longfellow Investment Management
Massachusetts
$364K – – –
HA
1299
HYA Advisors
Missouri
$361K -$130K -417 -26%
RCG
1300
Regatta Capital Group
California
$361K -$5.92K -19 -2%
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