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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1376
Calton & Associates
Florida
$333K -$5.47K -14 -2%
TWA
1377
TCI Wealth Advisors
Arizona
$333K +$82.8K +212 +32%
CI
1378
CX Institutional
Indiana
$330K -$10.9K -28 -3%
BOM
1379
Bank of Marin
California
$330K +$11.7K +30 +4%
SF
1380
Summit Financial
New Jersey
$329K +$107K +274 +46%
C
1381
Certuity
Florida
$328K +$339K +867 New
MCM
1382
MV Capital Management
Maryland
$327K +$80.8K +207 +32%
ACM
1383
AlphaStar Capital Management
North Carolina
$327K +$313K +802 New
FCH
1384
Freestone Capital Holdings
Washington
$327K +$338K +866 New
BAM
1385
Berkshire Asset Management
Pennsylvania
$326K -$62.9K -161 -16%
PMFA
1386
Plante Moran Financial Advisors
Michigan
$324K +$2.73K +7 +0.8%
RPC
1387
Rossmore Private Capital
Connecticut
$322K – – –
SFFS
1388
Stonehage Fleming Financial Services
Jersey
$320K – – –
DLA
1389
Douglas Lane & Associates
New York
$319K +$20.3K +52 +7%
BFM
1390
Boston Financial Management
Massachusetts
$318K +$328K +840 New
BWP
1391
BSW Wealth Partners
Colorado
$318K +$328K +841 New
CWS
1392
Cypress Wealth Services
California
$317K +$1.56K +4 +0.5%
CWM
1393
Cornerstone Wealth Management
Missouri
$316K +$8.59K +22 +3%
RW
1394
REDW Wealth
New Mexico
$315K -$12.1K -31 -4%
BWLSA
1395
Blue Water Life Science Advisors
California
$315K – – –
TCOV
1396
Trust Company of Vermont
Vermont
$314K -$39.1K -100 -11%
WC
1397
Woodstock Corp
Massachusetts
$314K +$10.2K +26 +3%
KWM
1398
Keebeck Wealth Management
Illinois
$313K -$146K -374 -31%
FMT
1399
First Mercantile Trust
Tennessee
$313K -$43.3K -111 -12%
RGC
1400
Roberts, Glore & Co
Illinois
$311K -$10.5K -27 -3%
54 55
56
57 58