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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1101
Mascoma Wealth Management
New Hampshire
$40K +$33.5K +165 New
PFGIA
1102
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$34.5K +170 New
FPFS
1103
First Personal Financial Services
North Carolina
$38K +$14.2K +70 +79%
First Eagle Investment Management
1104
First Eagle Investment Management
New York
$36K
OSNBOA
1105
Old Second National Bank of Aurora
Illinois
$36K
OFW
1106
Omnia Family Wealth
Florida
$36K +$30.1K +148 New
SFS
1107
Sowell Financial Services
Arkansas
$30K +$24.4K +120 New
BWM
1108
Baystate Wealth Management
Massachusetts
$30K +$25.4K +125 New
SA
1109
SRH Advisors
Kansas
$29K
PVH
1110
Psagot Value Holdings
Israel
$28K
PFBT
1111
Parkside Financial Bank & Trust
Missouri
$26K -$26.4K -130 -55%
CFA
1112
Camarda Financial Advisors
Florida
$26K
M
1113
MOTCO
Texas
$26K
AIS
1114
Accurate Investment Solutions
Pennsylvania
$25K
CCM
1115
Cribstone Capital Management
Maine
$25K
WB
1116
Webster Bank
Connecticut
$25K +$21.3K +105 New
LWCFA
1117
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K -$1.42K -7 -7%
AP
1118
Atwood & Palmer
Missouri
$24K
JAM
1119
Jolley Asset Management
North Carolina
$24K
LNB
1120
Ledyard National Bank
$24K
CAM
1121
Close Asset Management
United Kingdom
$24K +$20.3K +100 New
WAS
1122
WESPAC Advisors SoCal
California
$23.9K
TFO
1123
Tarbox Family Office
California
$23K -$609 -3 -3%
SGAM
1124
Smith Group Asset Management
Texas
$23K
TF
1125
Tompkins Financial
New York
$22K -$16.2K -80 -47%