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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
876
HB Wealth Management
Georgia
$1.35M +$627K +1,774 +77%
KA
877
Kintegral Advisory
New York
$1.35M +$32.5K +92 +2%
VFPI
878
Vantage Financial Partners (Illinois)
Illinois
$1.35M +$159K +450 +12%
PWM
879
Perigon Wealth Management
California
$1.34M -$53.7K -152 -4%
PTP
880
Platform Technology Partners
New York
$1.34M +$96.8K +274 +7%
TW
881
TrinityPoint Wealth
Connecticut
$1.33M +$279K +790 +24%
SFM
882
Signet Financial Management
New Jersey
$1.33M +$616K +1,743 +76%
DI
883
DFPG Investments
Utah
$1.32M +$83K +235 +6%
AF
884
Apexium Financial
Texas
$1.31M – – –
AG
885
AIA Group
Hong Kong
$1.31M +$431K +1,219 +44%
PI
886
Parkside Investments
Illinois
$1.31M +$441K +1,250 +46%
KP
887
Keel Point
Alabama
$1.31M +$26.8K +76 +2%
ABC
888
Associated Banc-Corp
Wisconsin
$1.3M -$24K -68 -2%
NMG
889
New Millennium Group
Utah
$1.3M +$990K +2,803 +244%
PWPS
890
Pinnacle Wealth Planning Services
Ohio
$1.3M +$930K +2,634 +203%
LOPW
891
Live Oak Private Wealth
North Carolina
$1.29M +$398K +1,126 +40%
BSAM
892
Blue Square Asset Management
New York
$1.28M -$215K -608 -14%
BC
893
Burleson & Co
California
$1.28M +$505K +1,429 +59%
SWM
894
SeaCrest Wealth Management
New York
$1.26M -$80.5K -228 -6%
MWM
895
Minot Wealth Management
Massachusetts
$1.26M -$2.65M -7,492 -66%
PSUF
896
People's United Financial
Connecticut
$1.26M -$644K -1,823 -32%
GC
897
Grimes & Company
Massachusetts
$1.25M +$17.7K +50 +1%
AIM
898
Allen Investment Management
New York
$1.25M – – –
DPIM
899
Duff & Phelps Investment Management
Illinois
$1.25M -$7.06K -20 -0.5%
RBA
900
Richard Bernstein Advisors
New York
$1.25M – – –
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