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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
701
Hartford Financial Management
Connecticut
$880K – – –
WEC
702
Winslow Evans & Crocker
Massachusetts
$876K -$9.9K -50 -1%
PCM
703
Poehling Capital Management
Wisconsin
$875K -$30.7K -155 -3%
GT
704
Greenleaf Trust
Michigan
$873K +$89.1K +450 +12%
DIM
705
DC Investments Management
Virginia
$866K -$193K -974 -19%
SJL
706
Shayne & Jacobs LLC
Tennessee
$863K +$835K +4,218 New
SOAMC
707
Spirit of America Management Corp
New York
$862K – – –
SNT
708
Security National Trust
West Virginia
$862K +$10.9K +55 +1%
WAM
709
Wealthspire Advisors (Maryland)
Maryland
$858K -$206K -1,043 -20%
IAA
710
Independent Advisor Alliance
North Carolina
$849K +$219K +1,107 +36%
NAM
711
NTV Asset Management
West Virginia
$847K – – –
BBNA
712
Bremer Bank National Association
Minnesota
$841K -$69.5K -351 -8%
III
713
Independent Investors Inc
New York
$838K – – –
GH
714
GAM Holding
Switzerland
$833K – – –
PI
715
Parkside Investments
Illinois
$818K +$198K +1,000 +33%
AAM
716
Advisors Asset Management
Colorado
$815K -$148K -748 -16%
MCM
717
MAI Capital Management
Ohio
$811K +$158K +799 +25%
ADL
718
Asset Dedication LLC
California
$810K +$594 +3 +0.1%
PMG
719
ProVise Management Group
Florida
$810K +$480K +2,426 +158%
SFP
720
Shepherd Financial Partners
Massachusetts
$809K +$4.16K +21 +0.5%
LPIC
721
LeJeune Puetz Investment Counsel
Michigan
$808K +$39.6K +200 +5%
GFP
722
Gryphon Financial Partners
Ohio
$807K +$781K +3,944 New
9WM
723
9258 Wealth Management
Ohio
$805K -$13.3K -67 -2%
FTIOP
724
Fiduciary Trust International of Pennsylvania
Pennsylvania
$799K +$22.8K +115 +3%
FI
725
Fosun International
China
$797K – – –
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