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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
1326
Trust Company of Vermont
Vermont
$486K +$101K +304 +32%
PR
1327
Payden & Rygel
California
$486K – – –
WF
1328
Welch & Forbes
Massachusetts
$486K – – –
NWM
1329
Northcape Wealth Management
New York
$485K -$9.35K -28 -2%
LFA
1330
Lauterbach Financial Advisors
Texas
$484K -$56.1K -168 -12%
WA
1331
Wealthstream Advisors
New York
$482K +$94.5K +283 +29%
EWM
1332
Empirical Wealth Management
Washington
$481K -$142K -425 -25%
BCA
1333
Bay Colony Advisors
Massachusetts
$480K +$156K +468 +60%
LAM
1334
Lewis Asset Management
California
$477K +$413K +1,237 New
CCM
1335
Check Capital Management
California
$474K – – –
SIG
1336
Sargent Investment Group
Maryland
$474K – – –
IBOK
1337
Independence Bank of Kentucky
Kentucky
$473K +$15K +45 +4%
RWMH
1338
Riverpoint Wealth Management Holdings
Illinois
$472K – – –
JSL
1339
JT Stratford LLC
Georgia
$470K -$639K -1,916 -61%
MFS
1340
Mirabella Financial Services
United Kingdom
$470K +$407K +1,219 New
MWM
1341
Meridian Wealth Management
Kentucky
$466K -$28K -84 -7%
VH
1342
Visionary Horizons
Tennessee
$464K +$402K +1,203 New
VNA
1343
Valley National Advisers
Pennsylvania
$464K -$155K -464 -28%
BL
1344
Balentine LLC
Georgia
$464K -$1.18M -3,538 -75%
SCP
1345
Sivia Capital Partners
California
$463K +$400K +1,199 New
GCM
1346
Gables Capital Management
Florida
$463K – – –
DWM
1347
Dorchester Wealth Management
Quebec, Canada
$462K – – –
HKAM
1348
Horizon Kinetics Asset Management
New York
$460K – – –
CIAS
1349
CFS Investment Advisory Services
New Jersey
$460K +$26.7K +80 +7%
OW
1350
Olistico Wealth
Oklahoma
$458K -$19.4K -58 -5%
52 53
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55 56