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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
1376
Red Door Wealth Management
Tennessee
$260K +$623 +2 +0.3%
SIAG
1377
Signet Investment Advisory Group
Rhode Island
$260K +$23.4K +75 +10%
IP
1378
Investment Partners
Ohio
$260K +$247K +794 New
MCM
1379
Maryland Capital Management
Maryland
$260K +$248K +795 New
ST
1380
Sentinel Trust
Texas
$256K – – –
BFA
1381
Beacon Financial Advisory
Ohio
$256K +$243K +782 New
FC
1382
Forte Capital
New York
$256K +$244K +784 New
RW
1383
REDW Wealth
New Mexico
$255K – – –
CBN
1384
Cadence Bank NA
Texas
$255K +$243K +782 New
NERM
1385
New England Research & Management
Illinois
$253K +$241K +775 New
CPO
1386
Cerity Partners OCIO
New York
$252K -$167K -536 -41%
SFFS
1387
Stonehage Fleming Financial Services
Jersey
$251K – – –
SAM
1388
Selway Asset Management
$250K -$5.39M -17,300 -96%
CWM
1389
Chesapeake Wealth Management
Virginia
$250K – – –
DLA
1390
Douglas Lane & Associates
New York
$250K +$238K +764 New
AGA
1391
Arkos Global Advisors
Texas
$249K – – –
AA
1392
Apriem Advisors
California
$246K +$234K +751 New
JAFL
1393
Jay A. Fishman Ltd
Michigan
$245K +$233K +750 New
AFC
1394
AFT Forsyth & Company
Florida
$244K +$232K +745 New
SFS
1395
Strategic Financial Services
New York
$244K +$232K +745 New
CCM
1396
Covington Capital Management
California
$243K -$22.4K -72 -9%
CFGS
1397
Concourse Financial Group Securities
Alabama
$242K +$43.3K +139 +23%
IA
1398
Insight Advisors
Pennsylvania
$242K +$216K +695 New
NCM
1399
Nelson Capital Management
California
$242K +$230K +740 New
BOPW
1400
Brandywine Oak Private Wealth
Pennsylvania
$242K +$231K +742 New
54 55
56
57 58