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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1401
Ellevest Inc
New York
$241K +$57K +183 +33%
SW
1402
SkyOak Wealth
Michigan
$240K +$214K +688 New
AWM
1403
AllSquare Wealth Management
New York
$238K – – –
BDWM
1404
Brewin Dolphin Wealth Management
Ireland
$238K +$39.5K +127 +21%
TF
1405
Tompkins Financial
New York
$236K – – –
EAM
1406
Erste Asset Management
Austria
$235K – – –
SAM
1407
Seelaus Asset Management
New Jersey
$235K -$23.4K -75 -9%
JCM
1408
Jacobi Capital Management
Pennsylvania
$235K +$9.34K +30 +4%
LC
1409
Lavaca Capital
Texas
$233K +$222K +713 New
AI
1410
AXS Investments
New York
$233K +$222K +714 New
I2I
1411
Insight 2811 Inc
Illinois
$233K +$222K +714 New
VCM
1412
Versant Capital Management
Arizona
$232K – – –
FWCM
1413
Ferguson Wellman Capital Management
Oregon
$232K +$220K +708 New
AL
1414
Aspiriant LLC
California
$232K +$221K +709 New
HCM
1415
Hudson Capital Management
New Jersey
$231K -$43.6K -140 -17%
AWM
1416
Aries Wealth Management
Maine
$231K +$215K +690 New
AAM
1417
Aureus Asset Management
Massachusetts
$231K +$220K +707 New
1WM
1418
1900 Wealth Management
Texas
$230K +$219K +705 New
CH
1419
Canton Hathaway
Rhode Island
$229K – – –
MAS
1420
Managed Account Services
Florida
$229K – – –
NCM
1421
Neumann Capital Management
California
$229K +$218K +700 New
VAG
1422
VisionPoint Advisory Group
Texas
$228K -$36.4K -117 -14%
RIA
1423
Realta Investment Advisors
Delaware
$228K -$29.9K -96 -12%
MHR
1424
Matthew Hamilton Rosenberg
$228K +$30.2K +97 +16%
APW
1425
Aurora Private Wealth
New Jersey
$228K +$217K +697 New
55 56
57
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