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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1001
Plante Moran Financial Advisors
Michigan
$25K – – –
SA
1002
SRH Advisors
Kansas
$25K – – –
PVH
1003
Psagot Value Holdings
Israel
$24K – – –
RA
1004
Rational Advisors
New York
$24K – – –
IF
1005
Ironwood Financial
Arizona
$24K +$23.8K +117 New
KTC
1006
Kistler-Tiffany Companies
Pennsylvania
$23K – – –
AP
1007
Atwood & Palmer
Missouri
$21K – – –
EPM
1008
Equitec Proprietary Markets
Illinois
$21K – – –
LNB
1009
Ledyard National Bank
$21K – – –
LWCFA
1010
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K – – –
SJIM
1011
St. Johns Investment Management
Florida
$21K – – –
UFA
1012
US Financial Advisors
Massachusetts
$21K – – –
FA
1013
FMA Advisory
Pennsylvania
$21K +$20.8K +102 New
PG
1014
Patten Group
Tennessee
$20.9K +$20.4K +100 New
TFO
1015
Tarbox Family Office
California
$20K – – –
BCM
1016
Brookstone Capital Management
Illinois
$20K +$19.4K +95 New
RWA
1017
Ropes Wealth Advisors
Massachusetts
$18K – – –
AssetMark Inc
1018
AssetMark Inc
California
$18K +$17.5K +86 New
TDC
1019
Thompson Davis & Co
Virginia
$14K -$611 -3 -4%
MSFP
1020
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
WA
1021
WealthTrust-Arizona
Arizona
$12K – – –
HCM
1022
Highlander Capital Management
New Jersey
$11K – – –
PFSC
1023
Peoples Financial Services Corp
Pennsylvania
$11K – – –
TIM
1024
Tortoise Investment Management
New York
$10K -$204 -1 -2%
AAC
1025
Asset Advisors Corp
Georgia
$10K – – –