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Goldman Sachs
GS

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