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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
BO
1101
Bank OZK
Arkansas
$550K -$30.8K -99 -6%
FAM
1102
Formidable Asset Management
Ohio
$550K +$42.7K +137 +9%
PHAM
1103
Palisades Hudson Asset Management
Florida
$546K -$8.1K -26 -2%
CCA
1104
Cobblestone Capital Advisors
New York
$542K +$12.5K +40 +2%
WPC
1105
Waters Parkerson & Co
Louisiana
$541K – – –
CIAS
1106
Capital Investment Advisory Services
North Carolina
$540K -$188K -604 -27%
BIAS
1107
Beacon Investment Advisory Services
New Jersey
$538K -$4.36K -14 -0.8%
GSEP
1108
Golden State Equity Partners
California
$536K +$510K +1,638 New
ASBI
1109
American State Bank (Iowa)
Iowa
$536K +$9.34K +30 +2%
XF
1110
XML Financial
Maryland
$535K +$70K +225 +16%
SCM
1111
SOL Capital Management
Maryland
$533K – – –
WT
1112
Washington Trust
Rhode Island
$532K +$59.2K +190 +13%
PCG
1113
Private Capital Group
Connecticut
$529K -$8.41K -27 -2%
SB
1114
Strategic Blueprint
Georgia
$528K +$80.3K +258 +19%
EW
1115
Evoke Wealth
California
$527K +$259K +833 +107%
SBSB
1116
Sullivan, Bruyette, Speros & Blaney
Virginia
$527K +$502K +1,613 New
TFA
1117
Toth Financial Advisory
Virginia
$526K +$498K +1,600 +17,778%
AHB
1118
Abner Herrman & Brock
New Jersey
$524K -$17.1K -55 -3%
AMC
1119
Asset Management Corp
Illinois
$523K -$97.8K -314 -16%
NP
1120
NorthRock Partners
Minnesota
$523K -$38.9K -125 -7%
CAG
1121
Csenge Advisory Group
Florida
$521K +$490K +1,574 New
WAM
1122
Wolverine Asset Management
Illinois
$519K -$1.16M -3,731 -70%
FAIM
1123
Financial Advocates Investment Management
Washington
$518K -$15.6K -50 -3%
CRC
1124
Curi RMB Capital
Illinois
$518K +$122K +393 +33%
PMG
1125
ProVise Management Group
Florida
$517K – – –
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45
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