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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
BIC
726
Bridges Investment Counsel
Nebraska
$998K +$733K +3,301 +276%
PTC
727
Private Trust Company
Ohio
$995K +$197K +885 +25%
APP
728
Avantax Planning Partners
Iowa
$990K +$8.44K +38 +0.9%
DCM
729
Donaldson Capital Management
Indiana
$980K +$15.3K +69 +2%
IFWM
730
Institute for Wealth Management
Colorado
$974K +$979K +4,404 New
OWD
731
Osborn Williams & Donohoe
Ohio
$968K +$222 +1 +0%
GG
732
Gofen & Glossberg
Illinois
$967K +$969K +4,359 New
TBA
733
Tower Bridge Advisors
Pennsylvania
$966K +$704K +3,170 +268%
IP
734
Intellectus Partners
California
$965K +$369K +1,661 +62%
LG
735
Leuthold Group
Minnesota
$957K -$23.1K -104 -2%
BE
736
Bonness Enterprises
District of Columbia
$954K – – –
III
737
Independent Investors Inc
New York
$943K – – –
LOAME
738
Lombard Odier Asset Management (Europe)
United Kingdom
$941K – – –
RIM
739
Rampart Investment Management
Connecticut
$941K +$714K +3,213 +312%
I
740
IberiaBank
Louisiana
$940K -$152K -686 -14%
CIA
741
CCM Investment Advisers
South Carolina
$940K -$50K -225 -5%
BTIS
742
BB&T Investment Services
North Carolina
$939K +$212K +956 +29%
DPIM
743
Duff & Phelps Investment Management
Illinois
$924K -$60K -270 -6%
ICOA
744
Investment Centers of America
North Dakota
$919K +$33.3K +150 +4%
IHL
745
Investment House LLC
California
$912K +$16.7K +75 +2%
WA
746
WFG Advisors
Texas
$912K +$80.4K +362 +10%
SNT
747
Security National Trust
West Virginia
$902K -$28.9K -130 -3%
WCM
748
Weik Capital Management
Pennsylvania
$894K – – –
KP
749
Keel Point
Alabama
$893K +$4K +18 +0.4%
NAM
750
NTV Asset Management
West Virginia
$891K -$111K -500 -11%
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30
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