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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1176
Liberty Wealth Management
California
$40K +$3.76K +19 +11%
PFO
1177
Pathstone Family Office
New Jersey
$37K +$34.4K +174 +2,900%
LWCFA
1178
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K – – –
FNBOSM
1179
First National Bank of South Miami
Florida
$33K – – –
TIM
1180
Tortoise Investment Management
New York
$33K +$29.7K +150 +1,154%
TFO
1181
Tarbox Family Office
California
$32K – – –
OSNBOA
1182
Old Second National Bank of Aurora
Illinois
$31K – – –
FPFS
1183
First Personal Financial Services
North Carolina
$30K +$3.37K +17 +13%
M
1184
MOTCO
Texas
$30K +$17.4K +88 +147%
PCM
1185
Penserra Capital Management
California
$29K -$340K -1,719 -92%
TFA
1186
Toth Financial Advisory
Virginia
$29K – – –
OC
1187
Oakworth Capital
Alabama
$29K +$7.72K +39 +39%
LC
1188
Lindbrook Capital
California
$28K +$3.37K +17 +14%
NCM
1189
Next Capital Management
New York
$28K +$26.7K +135 New
MA
1190
MCF Advisors
Kentucky
$27K -$4.55K -23 -15%
WPA
1191
West Paces Advisors
Georgia
$25.8K – – –
BL
1192
Balentine LLC
Georgia
$25K -$94.8K -479 -80%
FPB
1193
First PREMIER Bank
South Dakota
$24K – – –
GWMIA
1194
Global Wealth Management Investment Advisory
Florida
$24K – – –
JPLA
1195
Joseph P. Lucia & Associates
New York
$23K -$2.97K -15 -12%
AWMS
1196
Advocacy Wealth Management Services
Georgia
$23K – – –
TSW
1197
Thompson Siegel & Walmsley
Virginia
$23K – – –
WCM
1198
Wealthcare Capital Management
Virginia
$23K – – –
AIS
1199
Accurate Investment Solutions
Pennsylvania
$21K – – –
AWMF
1200
Arbor Wealth Management (Florida)
Florida
$21K – – –
46 47
48
49 50