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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
976
MinichMacGregor Wealth Management
New York
$21K -$10.6K -65 -32%
HCC
977
Hirtle Callaghan & Co
Pennsylvania
$20K – – –
PVH
978
Psagot Value Holdings
Israel
$19K -$13.5K -83 -42%
SA
979
SRH Advisors
Kansas
$19K – – –
CCM
980
Cribstone Capital Management
Maine
$18K – – –
LWCFA
981
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17K -$4.88K -30 -22%
AIS
982
Accurate Investment Solutions
Pennsylvania
$17K – – –
CFA
983
Camarda Financial Advisors
Florida
$17K – – –
JCM
984
Jacobi Capital Management
Pennsylvania
$17K – – –
M
985
MOTCO
Texas
$17K +$9.43K +58 +118%
WAS
986
WESPAC Advisors SoCal
California
$16.1K – – –
AP
987
Atwood & Palmer
Missouri
$16K – – –
EPM
988
Equitec Proprietary Markets
Illinois
$16K – – –
LNB
989
Ledyard National Bank
$16K – – –
TCM
990
Tradewinds Capital Management
Washington
$16K – – –
TFO
991
Tarbox Family Office
California
$16K +$488 +3 +3%
SGAM
992
Smith Group Asset Management
Texas
$16K +$1.63K +10 +11%
JAM
993
Jolley Asset Management
North Carolina
$16K +$8.13K +50 +100%
SAM
994
Solaris Asset Management
New York
$16K +$16.6K +102 New
RWA
995
Ropes Wealth Advisors
Massachusetts
$14K -$5.85K -36 -30%
FPFS
996
First Personal Financial Services
North Carolina
$14K +$11.4K +70 +368%
PFSC
997
Peoples Financial Services Corp
Pennsylvania
$13K +$4.39K +27 +49%
PWM
998
Perigon Wealth Management
California
$12K +$8.13K +50 +200%
LM
999
Legg Mason
Maryland
$11K +$10.7K +66 New
DPA
1000
Delphi Private Advisors
California
$10K -$10.7K -66 -51%
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40
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