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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
1101
M&R Capital Management
New Jersey
$41K – – –
MWM
1102
Mascoma Wealth Management
New Hampshire
$40K +$33.5K +165 New
PFGIA
1103
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$34.5K +170 New
FPFS
1104
First Personal Financial Services
North Carolina
$38K +$14.2K +70 +79%
First Eagle Investment Management
1105
First Eagle Investment Management
New York
$36K – – –
OSNBOA
1106
Old Second National Bank of Aurora
Illinois
$36K – – –
OFW
1107
Omnia Family Wealth
Florida
$36K +$30.1K +148 New
SFS
1108
Sowell Financial Services
Arkansas
$30K +$24.4K +120 New
BWM
1109
Baystate Wealth Management
Massachusetts
$30K +$25.4K +125 New
SA
1110
SRH Advisors
Kansas
$29K – – –
PVH
1111
Psagot Value Holdings
Israel
$28K – – –
PFBT
1112
Parkside Financial Bank & Trust
Missouri
$26K -$26.4K -130 -55%
CFA
1113
Camarda Financial Advisors
Florida
$26K – – –
M
1114
MOTCO
Texas
$26K – – –
AIS
1115
Accurate Investment Solutions
Pennsylvania
$25K – – –
CCM
1116
Cribstone Capital Management
Maine
$25K – – –
WB
1117
Webster Bank
Connecticut
$25K +$21.3K +105 New
LWCFA
1118
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K -$1.42K -7 -7%
AP
1119
Atwood & Palmer
Missouri
$24K – – –
JAM
1120
Jolley Asset Management
North Carolina
$24K – – –
LNB
1121
Ledyard National Bank
$24K – – –
CAM
1122
Close Asset Management
United Kingdom
$24K +$20.3K +100 New
WAS
1123
WESPAC Advisors SoCal
California
$23.9K – – –
TFO
1124
Tarbox Family Office
California
$23K -$609 -3 -3%
SGAM
1125
Smith Group Asset Management
Texas
$23K – – –