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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1351
Maryland Capital Management
Maryland
$326K +$22.5K +63 +8%
DS
1352
DRW Securities
Illinois
$326K +$307K +858 New
FHA
1353
First Horizon Advisors
Tennessee
$323K -$23.3K -65 -7%
RGC
1354
Roberts, Glore & Co
Illinois
$323K -$10.7K -30 -3%
RPC
1355
Rossmore Private Capital
Connecticut
$323K +$305K +852 New
PMFA
1356
Plante Moran Financial Advisors
Michigan
$322K +$208K +580 +216%
SFFS
1357
Stonehage Fleming Financial Services
Jersey
$321K +$28.3K +79 +10%
BOM
1358
Bank of Marin
California
$320K – – –
PWC
1359
PYA Waltman Capital
Tennessee
$319K +$301K +840 New
PFC
1360
Phocas Financial Corp
California
$319K +$301K +841 New
CWS
1361
Cypress Wealth Services
California
$317K -$105K -293 -26%
BWLSA
1362
Blue Water Life Science Advisors
California
$316K – – –
FCCM
1363
First City Capital Management
Georgia
$313K – – –
NDSI
1364
Newman Dignan & Sheerar Inc
Rhode Island
$311K +$5.01K +14 +2%
CWM
1365
Cornerstone Wealth Management
Missouri
$309K +$3.22K +9 +1%
BDWM
1366
Brewin Dolphin Wealth Management
Ireland
$309K +$31.1K +87 +12%
KTC
1367
Kistler-Tiffany Companies
Pennsylvania
$307K -$9.3K -26 -3%
MWM
1368
Maltin Wealth Management
New Jersey
$307K +$1.07K +3 +0.4%
OCM
1369
One Capital Management
California
$306K +$67.6K +189 +31%
WC
1370
Woodstock Corp
Massachusetts
$305K -$2.86K -8 -1%
1WM
1371
1900 Wealth Management
Texas
$305K +$35.8K +100 +14%
ASA
1372
Armstrong Shaw Associates
Connecticut
$304K – – –
BAMCO Inc
1373
BAMCO Inc
New York
$304K – – –
NJBEST
1374
New Jersey Better Educational Savings Trust
New Jersey
$304K – – –
OIA
1375
OneDigital Investment Advisors
Kansas
$304K +$64.4K +180 +29%