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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
2576
Barrett & Company
Rhode Island
$250K +$1.78K +2 +0.7%
PFM
2577
Patton Fund Management
Texas
$250K +$22.3K +25 +9%
PCS
2578
Private Client Services
Kentucky
$249K +$263K +295 New
MFC
2579
Mechanics Financial Corp
Ohio
$249K – – –
CWM
2580
Chesapeake Wealth Management
Virginia
$248K -$18.7K -21 -7%
BOSSRA
2581
B.O.S.S. Retirement Advisors
Utah
$247K -$26.8K -30 -9%
HWA
2582
HHM Wealth Advisors
Tennessee
$247K +$50K +56 +24%
RMP
2583
Richards, Merrill & Peterson
Washington
$247K +$13.4K +15 +5%
ACM
2584
Anfield Capital Management
California
$247K +$239K +268 +1,117%
LWM
2585
LightSquare Wealth Management
Michigan
$247K +$260K +292 New
SWP
2586
Stone Wealth Partners
Louisiana
$246K +$16.9K +19 +7%
LF
2587
LifeSteps Financial
California
$245K -$14.3K -16 -5%
HI
2588
Hendershot Investments
Virginia
$245K – – –
PA
2589
Promethium Advisors
Maryland
$245K – – –
NG
2590
Northstar Group
New York
$245K – – –
CA
2591
Capital Advantage
California
$245K – – –
AGA
2592
Arkos Global Advisors
Texas
$244K – – –
SSA
2593
Schonfeld Strategic Advisors
New York
$244K -$175K -196 -40%
SHA
2594
Seneca House Advisors
Virginia
$242K -$4.46K -5 -2%
PA
2595
Planning Alternatives
Michigan
$241K – – –
GAM
2596
Gemmer Asset Management
California
$241K +$5.35K +6 +2%
ML
2597
Mayport LLC
Massachusetts
$241K +$44.6K +50 +21%
SFG
2598
SageGuard Financial Group
Tennessee
$241K +$2.68K +3 +1%
SFG
2599
Sather Financial Group
Texas
$240K – – –
HC
2600
Hamilton Capital
Ohio
$239K -$17.8K -20 -7%
102 103
104
105 106