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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1526
Sierra Capital
Florida
$86K +$81.9K +263 New
GAM
1527
Grandview Asset Management
Pennsylvania
$86K +$82.2K +264 New
HPC
1528
HM Payson & Co
Maine
$85K -$109K -350 -57%
RFA
1529
Reilly Financial Advisors
California
$84K – – –
1IA
1530
1834 Investment Advisors
Wisconsin
$83K – – –
WP
1531
WealthShield Partners
North Carolina
$83K +$78.8K +253 New
HWMA
1532
Heritage Wealth Management (Arizona)
Arizona
$82K +$77.8K +250 New
JFA
1533
JNBA Financial Advisors
Minnesota
$81K – – –
PA
1534
Perennial Advisors
New York
$81K +$77.5K +249 New
AP
1535
Arlington Partners
Alabama
$80K +$76K +244 New
SQA
1536
Simon Quick Advisors
New Jersey
$78K -$336K -1,078 -82%
CAM
1537
Costello Asset Management
Pennsylvania
$74K – – –
LWM
1538
Liberty Wealth Management
California
$74K – – –
KFA
1539
Krane Funds Advisors
New York
$74K +$70K +225 New
SWG
1540
Summit Wealth Group
Vermont
$70K +$66.9K +215 New
GSAM
1541
Grant Street Asset Management
Pennsylvania
$68K – – –
TSW
1542
Thompson Siegel & Walmsley
Virginia
$68K +$32.7K +105 +101%
AIC
1543
Ayalon Insurance Company
Israel
$66K -$21.8K -70 -26%
HWA
1544
Heritage Wealth Advisors
Virginia
$65.4K – – –
RTC
1545
Riverview Trust Company
Washington
$65K – – –
VBCG
1546
Valley Brook Capital Group
Pennsylvania
$65K – – –
KLWA
1547
Kelly Lawrence W & Associates
California
$65K +$62.3K +200 New
LCM
1548
Logan Capital Management
Pennsylvania
$65K +$62.3K +200 New
LF
1549
Lee Financial
Texas
$63K -$46.4K -149 -44%
EIP
1550
Ellis Investment Partners
Pennsylvania
$63K -$1.87K -6 -3%
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