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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
726
Fosun International
China
$836K – – –
CI
727
Clal Insurance
Israel
$829K +$314K +1,500 +60%
MFG
728
Magnus Financial Group
New York
$819K -$202K -966 -20%
LPIC
729
LeJeune Puetz Investment Counsel
Michigan
$819K – – –
GFP
730
Gryphon Financial Partners
Ohio
$818K +$836 +4 +0.1%
LG
731
Leuthold Group
Minnesota
$812K +$820K +3,920 New
IAA
732
Independent Advisor Alliance
North Carolina
$810K -$49.8K -238 -6%
CIM
733
CIM Investment Management
Pennsylvania
$804K -$91.4K -437 -10%
SPC
734
Sigma Planning Corp
Michigan
$800K -$117K -558 -13%
PMG
735
ProVise Management Group
Florida
$798K -$23.2K -111 -3%
NRS
736
Neville Rodie & Shaw
New York
$798K +$41.8K +200 +5%
RIM
737
Rampart Investment Management
Connecticut
$797K -$115K -549 -12%
FTIOP
738
Fiduciary Trust International of Pennsylvania
Pennsylvania
$796K -$13.6K -65 -2%
BRWA
739
B. Riley Wealth Advisors
Florida
$796K +$223K +1,068 +39%
MCM
740
MAI Capital Management
Ohio
$792K -$29.3K -140 -4%
FC
741
Ferris Capital
Massachusetts
$791K – – –
SIC
742
Salem Investment Counselors
North Carolina
$786K – – –
MA
743
Mutual Advisors
Nebraska
$784K -$216K -1,033 -21%
RG
744
Rathbones Group
United Kingdom
$779K -$27K -129 -3%
CF
745
Centaurus Financial
California
$779K -$24.3K -116 -3%
GC
746
Grimes & Company
Massachusetts
$777K – – –
SFP
747
Shepherd Financial Partners
Massachusetts
$770K -$49.8K -238 -6%
OMC
748
Overbrook Management Corp
New York
$769K +$20.9K +100 +3%
LOAME
749
Lombard Odier Asset Management (Europe)
United Kingdom
$766K – – –
KA
750
Kintegral Advisory
New York
$759K – – –
28 29
30
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