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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1101
OneDigital Investment Advisors
Kansas
$3.4M +$423K +434 +15%
PWMAG
1102
Pinnacle Wealth Management Advisory Group
New Jersey
$3.38M +$315K +323 +11%
BCWM
1103
Bartlett & Co Wealth Management
Ohio
$3.37M -$6.83K -7 -0.2%
FPW
1104
Fairvoy Private Wealth
Alabama
$3.37M +$3.25M +3,335 New
TAM
1105
Trust Asset Management
Texas
$3.36M -$157K -161 -5%
DAM
1106
Directional Asset Management
Illinois
$3.36M -$115K -118 -3%
LP
1107
LMR Partners
United Kingdom
$3.36M -$2.17M -2,222 -40%
PCM
1108
Polymer Capital Management
New York
$3.35M +$1.14M +1,174 +55%
GA
1109
GoalVest Advisory
New York
$3.35M +$110K +113 +4%
TC
1110
Tannin Capital
North Carolina
$3.34M -$184K -189 -5%
HFM
1111
Hartford Financial Management
Connecticut
$3.34M – – –
OL
1112
one8zero8 LLC
North Carolina
$3.33M -$7.8K -8 -0.2%
TCOT
1113
Trust Company of Toledo
Ohio
$3.32M +$598K +613 +23%
CFM
1114
Compass Financial Management
Florida
$3.32M +$3.13M +3,207 New
MWM
1115
Modera Wealth Management
New Jersey
$3.32M -$12.7K -13 -0.4%
HDA
1116
Harold Davidson & Associates
California
$3.29M -$43.9K -45 -1%
ORC
1117
O'Rourke & Company
Massachusetts
$3.28M -$2.92K -3 -0.1%
AAS
1118
Ameritas Advisory Services
Nebraska
$3.26M +$2.14M +2,195 +213%
BPC
1119
Banque Pictet & Cie
Switzerland
$3.26M -$3.43M -3,520 -52%
CT
1120
Coastline Trust
Rhode Island
$3.25M +$68.2K +70 +2%
BCM
1121
Bridgeway Capital Management
Texas
$3.25M – – –
7WCP
1122
71 West Capital Partners
Massachusetts
$3.25M +$602K +617 +24%
AIA
1123
AssuredPartners Investment Advisors
Florida
$3.24M -$188K -193 -6%
HH
1124
Hilltop Holdings
Texas
$3.24M +$453K +465 +17%
IP
1125
Indivisible Partners
Florida
$3.24M +$2.85M +2,926 +1,064%
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