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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
III
726
Independent Investors Inc
New York
$701K – – –
IIA
727
IPG Investment Advisors
California
$697K +$381K +1,890 +83%
CIM
728
CIM Investment Management
Pennsylvania
$691K -$37.7K -187 -4%
MC
729
Moors & Cabot
Massachusetts
$690K +$177K +877 +27%
GC
730
Grimes & Company
Massachusetts
$677K -$36.5K -181 -4%
SFP
731
Shepherd Financial Partners
Massachusetts
$675K +$814K +4,033 New
TC
732
Telemus Capital
Michigan
$670K -$26K -129 -3%
ASC
733
Atalanta Sosnoff Capital
New York
$668K +$101K +500 +14%
WEC
734
Winslow Evans & Crocker
Massachusetts
$662K +$688K +3,410 +631%
WAM
735
Wealthspire Advisors (Maryland)
Maryland
$660K -$209K -1,038 -21%
KHLMTHM
736
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$656K +$792K +3,928 New
KWA
737
KCS Wealth Advisory
California
$655K +$310K +1,539 +65%
NAM
738
NTV Asset Management
West Virginia
$654K +$20.2K +100 +3%
9WM
739
9258 Wealth Management
Ohio
$654K +$790K +3,914 New
GH
740
GAM Holding
Switzerland
$650K -$611K -3,030 -44%
DAS
741
Dynamic Advisor Solutions
Arizona
$647K +$48.6K +241 +8%
PCM
742
Poehling Capital Management
Wisconsin
$646K -$25.2K -125 -3%
S
743
SignatureFD
Georgia
$646K +$45.2K +224 +6%
HT
744
Heritage Trust
Oklahoma
$645K +$30.5K +151 +4%
FC
745
Ferris Capital
Massachusetts
$642K -$3.23K -16 -0.4%
OFS
746
Orrstown Financial Services
Pennsylvania
$636K -$23.6K -117 -3%
KCP
747
Kenmare Capital Partners
New York
$635K +$767K +3,800 New
FTIOP
748
Fiduciary Trust International of Pennsylvania
Pennsylvania
$634K -$347K -1,720 -31%
LHC
749
Little House Capital
Massachusetts
$629K +$760K +3,768 New
NSAM
750
North Star Asset Management
Wisconsin
$625K -$80.7K -400 -10%
28 29
30
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