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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
1001
Brighton Jones LLC
Washington
$782K +$78.8K +253 +11%
VT
1002
Vise Technologies
New York
$776K +$353K +1,134 +77%
CWM
1003
Congress Wealth Management
Massachusetts
$773K +$55.4K +178 +7%
MWA
1004
Moser Wealth Advisors
Washington
$772K +$45.1K +145 +6%
MCC
1005
Money Concepts Capital
Florida
$771K -$228K -732 -22%
MBT
1006
Montecito Bank & Trust
California
$768K -$1.56K -5 -0.2%
SC
1007
Savant Capital
Illinois
$767K -$41.1K -132 -5%
JFGIW
1008
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$761K +$4.36K +14 +0.5%
LWAC
1009
Laurel Wealth Advisors (California)
California
$760K +$9.34K +30 +1%
EWA
1010
EP Wealth Advisors
California
$759K +$119K +383 +18%
SBH
1011
Segall Bryant & Hamill
Illinois
$757K +$18.7K +60 +2%
CFA
1012
Compass Financial Advisors
Indiana
$757K +$382K +1,226 +93%
MYLI
1013
Meiji Yasuda Life Insurance
Japan
$756K +$792K +2,544 New
DS
1014
DRW Securities
Illinois
$751K +$787K +2,529 New
QPWM
1015
Quadrant Private Wealth Management
Pennsylvania
$748K +$3.42K +11 +0.4%
HIA
1016
Harbor Investment Advisory
Maryland
$748K +$40.2K +129 +5%
KAH
1017
Kathryn A. Hall
$743K – – –
SC
1018
Shay Capital
New York
$743K +$778K +2,500 New
AIM
1019
Axiom Investment Management
New York
$742K – – –
ISWM
1020
Independent Solutions Wealth Management
New York
$742K -$272K -875 -26%
UAML
1021
US Asset Management LLC
Pennsylvania
$736K – – –
BSAM
1022
Blue Square Asset Management
New York
$735K -$436K -1,402 -36%
PSP
1023
Principal Street Partners
Tennessee
$732K -$129K -413 -14%
SCM
1024
SOL Capital Management
Maryland
$732K +$271K +870 +55%
TFS
1025
Thoroughbred Financial Services
Tennessee
$731K +$1.25K +4 +0.2%
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