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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
801
Merit Financial Group
Georgia
$741K +$252K +1,160 +56%
FMTC
802
Farmers & Merchants Trust Company
California
$737K -$10.6K -49 -2%
HB
803
Homrich & Berg
Georgia
$737K +$80.1K +369 +13%
AWS
804
AJ Wealth Strategies
New York
$735K -$9.55K -44 -1%
LG
805
Leuthold Group
Minnesota
$734K -$158K -728 -19%
BOH
806
Bank of Hawaii
Hawaii
$734K +$28K +129 +4%
CGL
807
Clarius Group LLC
Washington
$731K +$35.8K +165 +6%
S
808
SignatureFD
Georgia
$730K -$31.5K -145 -4%
BAM
809
Brave Asset Management
New Jersey
$727K – – –
SWIG
810
Strategic Wealth Investment Group
Kentucky
$726K +$685K +3,156 New
UB
811
UMB Bank
Missouri
$724K -$15.4K -71 -2%
SWM
812
Sugarloaf Wealth Management
Georgia
$718K +$677K +3,122 New
KPW
813
Kore Private Wealth
New York
$709K +$60.8K +280 +10%
CA
814
Clearstead Advisors
Ohio
$702K -$3.04K -14 -0.5%
BCWM
815
Blue Chip Wealth Management
Florida
$700K +$37.3K +172 +6%
NA
816
NewEdge Advisors
Louisiana
$695K -$19.1K -88 -3%
VFA
817
Valeo Financial Advisors
Indiana
$694K +$169K +779 +35%
SLAM
818
Swiss Life Asset Management
$693K -$102K -469 -13%
AIM
819
Aspen Investment Management
Michigan
$690K – – –
AFM
820
Anson Funds Management
Texas
$690K +$651K +3,000 New
TWM
821
Tolleson Wealth Management
Texas
$685K – – –
CC
822
ClearArc Capital
Ohio
$684K -$316K -1,455 -33%
GI
823
GAMCO Investors
Connecticut
$684K +$97.7K +450 +18%
JIC
824
Johnson Investment Counsel
Ohio
$681K -$571K -2,631 -47%
TC
825
Telemus Capital
Michigan
$679K – – –
31 32
33
34 35