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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
1101
Mount Yale Investment Advisors
Colorado
$250K +$259K +993 New
OWA
1102
One Wealth Advisors
California
$249K -$161K -617 -38%
AWA
1103
AmeriServ Wealth Advisors
Pennsylvania
$248K – – –
SIM
1104
SSI Investment Management
California
$248K +$256K +983 New
HWA
1105
HCR Wealth Advisors
California
$244K – – –
PP
1106
Paloma Partners
Connecticut
$242K -$11.7M -44,878 -98%
PAS
1107
Park Avenue Securities
New York
$241K -$241K -927 -49%
DBIA
1108
Dumont & Blake Investment Advisors
New Jersey
$239K – – –
GA
1109
Geller Advisors
New York
$239K – – –
NERM
1110
New England Research & Management
Illinois
$239K +$247K +950 New
CWS
1111
Cypress Wealth Services
California
$236K – – –
ZIC
1112
ZWJ Investment Counsel
Georgia
$235K -$1.26M -4,836 -84%
CWM
1113
Cedar Wealth Management
California
$233K +$1.82K +7 +0.8%
HDIM
1114
Hanson & Doremus Investment Management
Vermont
$233K +$26K +100 +12%
BCM
1115
Bluefin Capital Management
New York
$232K +$240K +920 New
FMWA
1116
Forvis Mazars Wealth Advisors
Missouri
$230K -$70.3K -270 -23%
LW
1117
Linscomb Wealth
Texas
$230K – – –
CAG
1118
Csenge Advisory Group
Florida
$230K +$1.56K +6 +0.7%
MFBTD
1119
MB Financial Bank - Trust Department
Illinois
$228K -$4.17K -16 -2%
WKWM
1120
Walter & Keenan Wealth Management
Indiana
$227K – – –
BDF
1121
Balasa Dinverno & Foltz
$227K +$781 +3 +0.3%
YWP
1122
YorkBridge Wealth Partners
New York
$227K +$14.3K +55 +7%
JA
1123
JOYN Advisors
Georgia
$226K -$25.3K -97 -10%
VA
1124
Valmark Advisers
Ohio
$224K -$3.12K -12 -1%
CVM
1125
Cheviot Value Management
California
$224K – – –
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