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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
NSAM
751
North Star Asset Management
Wisconsin
$891K +$33.3K +150 +4%
IIC
752
Integrated Investment Consultants
Michigan
$888K – – –
MCM
753
MAI Capital Management
Ohio
$878K +$879K +3,958 New
PCM
754
Prelude Capital Management
New York
$868K +$869K +3,910 New
ACA
755
Anchor Capital Advisors
Massachusetts
$862K -$687K -3,091 -44%
HPCM
756
High Pointe Capital Management
Illinois
$852K -$487K -2,190 -36%
LFAS
757
Level Four Advisory Services
Texas
$849K -$911K -4,098 -52%
PFPT
758
Pinnacle Financial Partners (Tennessee)
Tennessee
$849K +$850K +3,825 New
WA
759
Winfield Associates
Ohio
$843K -$340K -1,530 -29%
BWM
760
BigSur Wealth Management
Florida
$837K – – –
OIM
761
Orca Investment Management
Oregon
$833K – – –
DWT
762
Dorsey & Whitney Trust
South Dakota
$833K +$4.89K +22 +0.6%
KFC
763
Klingenstein Fields & Co
New York
$830K +$4.44K +20 +0.5%
KAS
764
Kemnay Advisory Services
New York
$807K +$808K +3,636 New
CTI
765
Community Trust & Investment
Kentucky
$803K +$4K +18 +0.5%
KWMG
766
King Wealth Management Group
Florida
$801K -$36.4K -164 -4%
OMC
767
Overbrook Management Corp
New York
$801K – – –
MWP
768
MYCIO Wealth Partners
Pennsylvania
$801K +$80.9K +364 +11%
BO
769
Bank OZK
Arkansas
$799K -$36.2K -163 -4%
NSIM
770
North Star Investment Management
Illinois
$797K +$155K +696 +24%
MWM
771
Meridian Wealth Management
Kentucky
$782K -$76.7K -345 -9%
AIM
772
Anchor Investment Management
South Carolina
$778K +$81.1K +365 +12%
NJBEST
773
New Jersey Better Educational Savings Trust
New Jersey
$777K +$111K +500 +17%
BRWA
774
B. Riley Wealth Advisors
Florida
$777K +$320K +1,441 +70%
HPC
775
HM Payson & Co
Maine
$776K -$96.7K -435 -11%
29 30
31
32 33