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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1376
Mission Wealth Management
California
$304K +$287K +801 New
HHGA
1377
Halbert Hargrove Global Advisors
California
$301K -$1.43K -4 -0.5%
IP
1378
Investment Partners
Ohio
$301K – – –
DLA
1379
Douglas Lane & Associates
New York
$301K +$10K +28 +4%
WANY
1380
Wealthspire Advisors (New York)
New York
$299K -$1.39M -3,878 -83%
CBT
1381
Central Bank & Trust
Kentucky
$298K +$281K +784 New
CFS
1382
CRA Financial Services
New Jersey
$297K -$5.37K -15 -2%
CBN
1383
Cadence Bank NA
Texas
$297K – – –
ST
1384
Sentinel Trust
Texas
$297K – – –
WFI
1385
West Family Investments
California
$296K -$578K -1,616 -67%
BCM
1386
Birmingham Capital Management
Alabama
$296K -$93K -260 -25%
SIAG
1387
Signet Investment Advisory Group
Rhode Island
$296K -$5.37K -15 -2%
BCA
1388
Berman Capital Advisors
Georgia
$296K +$48.7K +136 +21%
FCA
1389
FinTrust Capital Advisors
South Carolina
$295K +$99.8K +279 +56%
NERM
1390
New England Research & Management
Illinois
$294K – – –
DWM
1391
Dorchester Wealth Management
Quebec, Canada
$292K +$275K +769 New
CPO
1392
Cerity Partners OCIO
New York
$291K -$1.07K -3 -0.4%
CWM
1393
Chesapeake Wealth Management
Virginia
$286K -$3.58K -10 -1%
CFGS
1394
Concourse Financial Group Securities
Alabama
$286K +$4.65K +13 +2%
FWCM
1395
Ferguson Wellman Capital Management
Oregon
$286K +$16.1K +45 +6%
MIHAS
1396
Maj Invest Holding A/S
Denmark
$285K -$62.6K -175 -19%
JCM
1397
Jacobi Capital Management
Pennsylvania
$285K +$11.1K +31 +4%
AI
1398
AXS Investments
New York
$285K +$13.6K +38 +5%
JAFL
1399
Jay A. Fishman Ltd
Michigan
$285K – – –
TWP
1400
Tower Wealth Partners
Pennsylvania
$284K -$42.9K -120 -14%
54 55
56
57 58