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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
951
Capital Bank & Trust
California
$650K -$8.68K -39 -2%
WFO
952
Wealthgate Family Office
Colorado
$650K +$549K +2,465 New
M1FG
953
Mach-1 Financial Group
Arkansas
$648K +$548K +2,460 New
PTC
954
Private Trust Company
Ohio
$643K +$21.4K +96 +4%
I
955
INVST
Indiana
$642K +$88.8K +399 +20%
CIP
956
Cornerstone Investment Partners
Georgia
$635K +$191K +859 +55%
AC
957
Aristides Capital
Kentucky
$633K +$534K +2,400 New
AIM
958
Anchor Investment Management
South Carolina
$632K -$69K -310 -11%
WFI
959
West Family Investments
California
$627K – – –
BC
960
Burleson & Co
California
$624K -$558K -2,506 -51%
PWM
961
Perigon Wealth Management
California
$622K +$70.1K +315 +15%
TBA
962
Tower Bridge Advisors
Pennsylvania
$620K +$523K +2,350 New
ATPW
963
Ashton Thomas Private Wealth
Arizona
$617K -$445 -2 -0.1%
MBT
964
Montecito Bank & Trust
California
$617K +$5.57K +25 +1%
SC
965
Savant Capital
Illinois
$616K +$3.34K +15 +0.6%
AA
966
Argent Advisors
Louisiana
$612K +$50.5K +227 +11%
IA
967
IFG Advisory
Georgia
$606K +$154K +693 +43%
HB
968
Homrich & Berg
Georgia
$606K +$511K +2,296 New
HSA
969
HBK Sorce Advisory
Pennsylvania
$604K +$39K +175 +8%
CIAS
970
Capital Investment Advisory Services
North Carolina
$595K -$6.9K -31 -1%
LCS
971
Levin Capital Strategies
New York
$590K -$668K -3,000 -57%
DBIA
972
Dumont & Blake Investment Advisors
New Jersey
$589K -$8.68K -39 -2%
JWCA
973
J.W. Cole Advisors
Florida
$586K +$257K +1,153 +108%
SAI
974
Systematic Alpha Investments
New Jersey
$583K +$492K +2,210 New
MYAM
975
Meiji Yasuda Asset Management
Japan
$580K +$49K +220 +11%
37 38
39
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