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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
RPC
1476
Rossmore Private Capital
Connecticut
$326K – – –
CHP
1477
Cable Hill Partners
Oregon
$323K +$47.9K +121 +17%
CA
1478
Calton & Associates
Florida
$322K -$16.2K -41 -5%
CWS
1479
Cypress Wealth Services
California
$322K +$1.58K +4 +0.5%
MG
1480
Mather Group
Illinois
$322K +$26.9K +68 +9%
CT
1481
Cambridge Trust
Massachusetts
$320K +$331K +837 New
BAM
1482
Berkshire Asset Management
Pennsylvania
$319K -$10.7K -27 -3%
PC
1483
Periscope Capital
Ontario, Canada
$319K +$330K +833 New
DLA
1484
Douglas Lane & Associates
New York
$318K -$4.75K -12 -1%
RW
1485
REDW Wealth
New Mexico
$318K – – –
BWP
1486
BSW Wealth Partners
Colorado
$317K -$5.15K -13 -2%
TCOV
1487
Trust Company of Vermont
Vermont
$317K – – –
5L
1488
55I LLC
Massachusetts
$317K +$53.4K +135 +19%
RGC
1489
Roberts, Glore & Co
Illinois
$315K – – –
RIA
1490
Realta Investment Advisors
Delaware
$315K +$396 +1 +0.1%
OIA
1491
OneDigital Investment Advisors
Kansas
$314K +$5.94K +15 +2%
EWM
1492
EPG Wealth Management
Georgia
$314K +$6.73K +17 +2%
LFA
1493
Lauterbach Financial Advisors
Texas
$314K +$325K +822 New
SOW
1494
State of Wyoming
Wyoming
$312K +$23K +58 +8%
MYLI
1495
Meiji Yasuda Life Insurance
Japan
$310K -$224K -565 -41%
JCM
1496
Jacobi Capital Management
Pennsylvania
$309K +$27.7K +70 +9%
1WM
1497
1900 Wealth Management
Texas
$308K – – –
JF
1498
JSF Financial
California
$307K -$83.1K -210 -21%
WC
1499
Woodstock Corp
Massachusetts
$307K -$11.1K -28 -3%
MWM
1500
Mission Wealth Management
California
$307K +$46.7K +118 +17%
58 59
60
61 62