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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1101
GoalVest Advisory
New York
$2.3M +$144K +195 +7%
AA
1102
Altman Advisors
Illinois
$2.3M +$9.63K +13 +0.5%
CRWM
1103
Castle Rock Wealth Management
California
$2.3M +$52.6K +71 +2%
RIM
1104
Rakuten Investment Management
Japan
$2.28M +$12.2M +16,407 New
MFIM
1105
Mesirow Financial Investment Management
Illinois
$2.28M +$282K +381 +15%
NSAM
1106
North Star Asset Management
Wisconsin
$2.28M -$3.71K -5 -0.2%
WSCM
1107
Wellington Shields Capital Management
New York
$2.28M -$131K -177 -6%
CFG
1108
Cooper Financial Group
California
$2.27M -$503K -679 -19%
EFG
1109
Everhart Financial Group
Ohio
$2.26M +$141K +190 +7%
RPCONE
1110
Retirement Planning Company of New England
Rhode Island
$2.26M +$15.6K +21 +0.7%
AA
1111
Argent Advisors
Louisiana
$2.26M +$133K +179 +7%
RA
1112
RoundAngle Advisors
New Jersey
$2.25M -$14.1K -19 -0.7%
MBT
1113
Montecito Bank & Trust
California
$2.25M +$2.1M +2,829 New
CTC
1114
Central Trust Company
Missouri
$2.25M +$189K +255 +10%
DF
1115
Donoghue Forlines
Massachusetts
$2.25M +$2.09M +2,825 New
FSA
1116
Financial Security Advisor
Virginia
$2.25M -$21.5K -29 -1%
SFA
1117
Souders Financial Advisors
Ohio
$2.24M -$4.45K -6 -0.2%
CF
1118
Convergence Financial
Missouri
$2.24M +$11.9K +16 +0.6%
CAGAS
1119
Capital Advisory Group Advisory Services
Minnesota
$2.24M +$589K +795 +39%
NP
1120
NorthRock Partners
Minnesota
$2.22M +$448K +604 +28%
WA
1121
Wealth Alliance
New York
$2.22M +$29.6K +40 +1%
KA
1122
Kintegral Advisory
New York
$2.21M -$8.89K -12 -0.4%
JSW
1123
Journey Strategic Wealth
New Jersey
$2.21M -$70.4K -95 -3%
PFSC
1124
Peoples Financial Services Corp
Pennsylvania
$2.2M -$127K -171 -6%
TGAM
1125
TBH Global Asset Management
Tennessee
$2.2M – – –
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