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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
1201
Webster Bank
Connecticut
$51K – – –
JFA
1202
JNBA Financial Advisors
Minnesota
$50K – – –
OC
1203
Oakworth Capital
Alabama
$48K – – –
TF
1204
Tompkins Financial
New York
$48K +$34.6K +145 +204%
BDWM
1205
Brewin Dolphin Wealth Management
Ireland
$47.4K – – –
FCB
1206
First Command Bank
Texas
$47K – – –
FCFS
1207
First Command Financial Services
Texas
$47K – – –
AWM
1208
Aevitas Wealth Management
Massachusetts
$47K +$9.54K +40 +23%
AF
1209
Allworth Financial
California
$47K +$23.8K +100 +90%
MIM
1210
Macroview Investment Management
Maryland
$45K – – –
SJIM
1211
St. Johns Investment Management
Florida
$44K -$47.7K -200 -50%
PMFA
1212
Plante Moran Financial Advisors
Michigan
$44K -$19.6K -82 -29%
BCA
1213
Berman Capital Advisors
Georgia
$44K -$4.53K -19 -9%
GIC
1214
GFI Investment Counsel
Ontario, Canada
$44K – – –
MRCM
1215
M&R Capital Management
New Jersey
$44K – – –
POIA
1216
Pin Oak Investment Advisors
Texas
$44K – – –
TFS
1217
TrustCore Financial Services
Tennessee
$44K +$23.8K +100 +100%
QCIG
1218
Quad-Cities Investment Group
Iowa
$44K +$47.7K +200 New
IWP
1219
Icon Wealth Partners
Texas
$41K +$44.6K +187 New
PFBT
1220
Parkside Financial Bank & Trust
Missouri
$38K -$2.15K -9 -5%
ATC
1221
Adirondack Trust Company
New York
$38K +$4.77K +20 +13%
MWM
1222
Mascoma Wealth Management
New Hampshire
$36K – – –
WF
1223
WealthTrust Fairport
Ohio
$34K -$10.5K -44 -22%
GFP
1224
Gryphon Financial Partners
Ohio
$34K -$1.91K -8 -5%
AIS
1225
Accurate Investment Solutions
Pennsylvania
$34K +$10.7K +45 +42%
47 48
49
50 51