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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1151
SRH Advisors
Kansas
$22K – – –
TFO
1152
Tarbox Family Office
California
$22K – – –
TDC
1153
Thompson Davis & Co
Virginia
$22K – – –
WAS
1154
WESPAC Advisors SoCal
California
$22K – – –
SQA
1155
Simon Quick Advisors
New Jersey
$22K +$22.2K +100 +10,000%
MWM
1156
MinichMacGregor Wealth Management
New York
$20K -$45.3K -204 -68%
PFO
1157
Pathstone Family Office
New Jersey
$20K +$19.6K +88 +4,400%
RWA
1158
Ropes Wealth Advisors
Massachusetts
$19K -$889 -4 -4%
JCM
1159
Jacobi Capital Management
Pennsylvania
$19K +$667 +3 +4%
PFSC
1160
Peoples Financial Services Corp
Pennsylvania
$18K – – –
FPB
1161
First PREMIER Bank
South Dakota
$17K +$11.1K +50 +200%
LWA
1162
Lenox Wealth Advisors
New York
$17K +$17.1K +77 New
TF
1163
Tompkins Financial
New York
$16K – – –
TCM
1164
Tradewinds Capital Management
Washington
$15K -$31.1K -140 -68%
AIL
1165
AGF Investments LLC
Ontario, Canada
$15K – – –
HCC
1166
Hirtle Callaghan & Co
Pennsylvania
$14K -$3.11K -14 -19%
PCFFS
1167
Pacific Center for Financial Services
California
$14K – – –
HCM
1168
Highlander Capital Management
New Jersey
$12K – – –
RFWA
1169
RPg Family Wealth Advisory
Massachusetts
$11.1K +$11.1K +50 New
CFN
1170
Cordasco Financial Network
Florida
$11K – – –
PWM
1171
Perigon Wealth Management
California
$11K – – –
AWMS
1172
Advocacy Wealth Management Services
Georgia
$11K +$10.9K +49 New
MSFP
1173
Mark Sheptoff Financial Planning
Connecticut
$9K -$222 -1 -2%
MCIA
1174
Mountain Capital Investment Advisors
Colorado
$9K +$9.33K +42 New
BCI
1175
Brinker Capital Investments
Pennsylvania
$8K – – –
45 46
47
48 49