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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
VT
1001
Vise Technologies
New York
$776K +$353K +1,134 +77%
CWM
1002
Congress Wealth Management
Massachusetts
$773K +$55.4K +178 +7%
MWA
1003
Moser Wealth Advisors
Washington
$772K +$45.1K +145 +6%
MCC
1004
Money Concepts Capital
Florida
$771K -$228K -732 -22%
MBT
1005
Montecito Bank & Trust
California
$768K -$1.56K -5 -0.2%
SC
1006
Savant Capital
Illinois
$767K -$41.1K -132 -5%
JFGIW
1007
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$761K +$4.36K +14 +0.5%
LWAC
1008
Laurel Wealth Advisors (California)
California
$760K +$9.34K +30 +1%
EWA
1009
EP Wealth Advisors
California
$759K +$119K +383 +18%
SBH
1010
Segall Bryant & Hamill
Illinois
$757K +$18.7K +60 +2%
CFA
1011
Compass Financial Advisors
Indiana
$757K +$382K +1,226 +93%
MYLI
1012
Meiji Yasuda Life Insurance
Japan
$756K +$792K +2,544 New
DS
1013
DRW Securities
Illinois
$751K +$787K +2,529 New
QPWM
1014
Quadrant Private Wealth Management
Pennsylvania
$748K +$3.42K +11 +0.4%
HIA
1015
Harbor Investment Advisory
Maryland
$748K +$40.2K +129 +5%
KAH
1016
Kathryn A. Hall
$743K – – –
SC
1017
Shay Capital
New York
$743K +$778K +2,500 New
AIM
1018
Axiom Investment Management
New York
$742K – – –
ISWM
1019
Independent Solutions Wealth Management
New York
$742K -$272K -875 -26%
UAML
1020
US Asset Management LLC
Pennsylvania
$736K – – –
BSAM
1021
Blue Square Asset Management
New York
$735K -$436K -1,402 -36%
PSP
1022
Principal Street Partners
Tennessee
$732K -$129K -413 -14%
SCM
1023
SOL Capital Management
Maryland
$732K +$271K +870 +55%
TFS
1024
Thoroughbred Financial Services
Tennessee
$731K +$1.25K +4 +0.2%
CG
1025
Corundum Group
Colorado
$731K +$85.9K +276 +13%
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