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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1401
AllSquare Wealth Management
New York
$238K – – –
BDWM
1402
Brewin Dolphin Wealth Management
Ireland
$238K +$39.5K +127 +21%
TF
1403
Tompkins Financial
New York
$236K – – –
EAM
1404
Erste Asset Management
Austria
$235K – – –
SAM
1405
Seelaus Asset Management
New Jersey
$235K -$23.4K -75 -9%
JCM
1406
Jacobi Capital Management
Pennsylvania
$235K +$9.34K +30 +4%
LC
1407
Lavaca Capital
Texas
$233K +$222K +713 New
AI
1408
AXS Investments
New York
$233K +$222K +714 New
I2I
1409
Insight 2811 Inc
Illinois
$233K +$222K +714 New
VCM
1410
Versant Capital Management
Arizona
$232K – – –
FWCM
1411
Ferguson Wellman Capital Management
Oregon
$232K +$220K +708 New
AL
1412
Aspiriant LLC
California
$232K +$221K +709 New
HCM
1413
Hudson Capital Management
New Jersey
$231K -$43.6K -140 -17%
AWM
1414
Aries Wealth Management
Maine
$231K +$215K +690 New
AAM
1415
Aureus Asset Management
Massachusetts
$231K +$220K +707 New
1WM
1416
1900 Wealth Management
Texas
$230K +$219K +705 New
CH
1417
Canton Hathaway
Rhode Island
$229K – – –
MAS
1418
Managed Account Services
Florida
$229K – – –
NCM
1419
Neumann Capital Management
California
$229K +$218K +700 New
VAG
1420
VisionPoint Advisory Group
Texas
$228K -$36.4K -117 -14%
RIA
1421
Realta Investment Advisors
Delaware
$228K -$29.9K -96 -12%
MHR
1422
Matthew Hamilton Rosenberg
$228K +$30.2K +97 +16%
APW
1423
Aurora Private Wealth
New Jersey
$228K +$217K +697 New
NFG
1424
Next Financial Group
Texas
$226K -$16.8K -54 -7%
GWS
1425
Glassman Wealth Services
Virginia
$226K +$13.4K +43 +7%
55 56
57
58 59