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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
1151
Principal Street Partners
Tennessee
$582K -$197K -566 -24%
CWP
1152
CFM Wealth Partners
Texas
$582K -$52.2K -150 -8%
T
1153
TOBAM
France
$580K – – –
LMKC
1154
L.M. Kohn & Company
Ohio
$580K -$126K -362 -17%
WAP
1155
Wealthcare Advisory Partners
Pennsylvania
$580K +$78K +224 +14%
MHS
1156
M Holdings Securities
Oregon
$579K -$401K -1,153 -39%
BHB
1157
Bank Hapoalim BM
Israel
$577K -$170K -489 -22%
PFM
1158
Parsec Financial Management
North Carolina
$575K – – –
BMC
1159
Beaton Management Company
Massachusetts
$572K – – –
EWA
1160
Exencial Wealth Advisors
Oklahoma
$572K -$4.18K -12 -0.7%
WPC
1161
Waters Parkerson & Co
Louisiana
$571K -$3.48K -10 -0.6%
WC
1162
Westhampton Capital
North Carolina
$571K -$6.96K -20 -1%
PWPS
1163
Pinnacle Wealth Planning Services
Ohio
$567K +$140K +402 +30%
CBFP
1164
Cedar Brook Financial Partners
Ohio
$567K +$137K +393 +29%
BSW
1165
Buckingham Strategic Wealth
Missouri
$566K – – –
XWM
1166
Xcel Wealth Management
Florida
$564K -$348 -1 -0.1%
JWA
1167
JFS Wealth Advisors
Pennsylvania
$564K -$8.01K -23 -1%
HTC
1168
Haverford Trust Company
Pennsylvania
$563K +$138K +395 +30%
WCM
1169
Windsor Capital Management
Arizona
$557K +$6.61K +19 +1%
EW
1170
Evoke Wealth
California
$551K +$24K +69 +4%
ZF
1171
Zhang Financial
Michigan
$548K +$152K +436 +35%
PHAM
1172
Palisades Hudson Asset Management
Florida
$548K – – –
CHAM
1173
Clear Harbor Asset Management
Connecticut
$545K +$307K +881 +112%
KFA
1174
Krane Funds Advisors
New York
$544K +$579K +1,663 New
AW
1175
Apricus Wealth
South Carolina
$543K -$305K -875 -35%
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