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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1326
Kercheville Advisors
Texas
$635K +$616K +1,403 New
PMSA
1327
Patrick M. Sweeney & Associates
Illinois
$634K +$439 +1 +0.1%
ZIM
1328
Zacks Investment Management
Illinois
$633K +$300K +684 +96%
VFA
1329
Voya Financial Advisors
Connecticut
$627K -$10.5K -24 -2%
DLA
1330
Douglas Lane & Associates
New York
$627K +$132K +300 +28%
RPC
1331
Rossmore Private Capital
Connecticut
$626K -$8.78K -20 -1%
TWA
1332
TCI Wealth Advisors
Arizona
$626K -$1.75K -4 -0.3%
SGCA
1333
Steel Grove Capital Advisors
Tennessee
$626K -$11.4K -26 -2%
OIM
1334
Orca Investment Management
Oregon
$625K +$50.9K +116 +9%
AL
1335
Aspiriant LLC
California
$621K -$181K -413 -23%
LFG
1336
Larson Financial Group
Missouri
$619K +$264K +601 +78%
LIM
1337
Leavell Investment Management
Alabama
$618K +$129K +293 +27%
LFA
1338
Lauterbach Financial Advisors
Texas
$617K +$1.75K +4 +0.3%
GSC
1339
G&S Capital
Colorado
$613K -$155K -354 -22%
BWP
1340
BSW Wealth Partners
Colorado
$613K +$7.9K +18 +1%
DIP
1341
Davis Investment Partners
North Carolina
$612K +$43K +98 +8%
EFG
1342
Embree Financial Group
Illinois
$611K -$10.1K -23 -2%
SWM
1343
Sendero Wealth Management
Texas
$611K -$719K -1,639 -55%
WP
1344
WMS Partners
Maryland
$609K +$3.07K +7 +0.5%
RCA
1345
Riverview Capital Advisers
Massachusetts
$609K +$878 +2 +0.1%
WIC
1346
Woodmont Investment Counsel
Tennessee
$608K – – –
PP
1347
PDS Planning
Ohio
$606K +$96.5K +220 +20%
LA
1348
LVW Advisors
New York
$606K +$87.8K +200 +18%
WF
1349
Welch & Forbes
Massachusetts
$605K +$16.2K +37 +3%
MCM
1350
Mendel Capital Management
Arkansas
$605K -$18K -41 -3%
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