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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
OIM
1351
Orca Investment Management
Oregon
$528K -$69.9K -180 -12%
WPP
1352
Whalerock Point Partners
Rhode Island
$528K
PR
1353
Payden & Rygel
California
$526K
PRIG
1354
Payden & Rygel Investment Group
California
$526K +$489K +1,260 New
WF
1355
Welch & Forbes
Massachusetts
$526K
WA
1356
Wealthstream Advisors
New York
$526K +$3.88K +10 +0.8%
CPSAC
1357
Chas P. Smith & Associates (CPS)
Florida
$524K +$487K +1,254 New
NWM
1358
Northcape Wealth Management
New York
$521K -$3.88K -10 -0.8%
WWS
1359
Wellington Wealth Strategies
Indiana
$519K +$482K +1,242 New
WANY
1360
Wealthspire Advisors (New York)
New York
$518K -$47K -121 -9%
HWA
1361
Heritage Wealth Advisors
Virginia
$518K -$77.2K -199 -14%
RWMH
1362
Riverpoint Wealth Management Holdings
Illinois
$514K +$3.1K +8 +0.7%
EFG
1363
Ethos Financial Group
Pennsylvania
$514K +$182K +470 +62%
CCM
1364
Check Capital Management
California
$514K
BBNA
1365
Bremer Bank National Association
Minnesota
$510K -$264K -680 -36%
BL
1366
Balentine LLC
Georgia
$507K +$4.66K +12 +1%
PAS
1367
Point72 Asia (Singapore)
Singapore
$507K -$33.8K -87 -7%
TCOV
1368
Trust Company of Vermont
Vermont
$506K -$19.4K -50 -4%
CIAS
1369
CFS Investment Advisory Services
New Jersey
$505K +$5.82K +15 +1%
SCP
1370
Sivia Capital Partners
California
$503K +$2.33K +6 +0.5%
CIS
1371
Connors Investor Services
Pennsylvania
$503K -$194K -500 -29%
BBA
1372
Baader Bank Aktiengesellschaft
Germany
$501K +$466K +1,200 New
NI
1373
NCP Inc
California
$501K +$466K +1,200 New
GCM
1374
Gables Capital Management
Florida
$501K
DWM
1375
Dorchester Wealth Management
Quebec, Canada
$500K