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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1201
Edge Wealth Management
New York
$65K – – –
VIA
1202
Vantage Investment Advisors
Pennsylvania
$65K +$5.82K +25 +9%
WB
1203
Webster Bank
Connecticut
$65K +$14K +60 +26%
CAM
1204
Close Asset Management
United Kingdom
$63K – – –
FCMT
1205
Founders Capital Management (Texas)
Texas
$62K – – –
CB
1206
Community Bank
New York
$59K – – –
TL
1207
TrueWealth LLC
Georgia
$59K – – –
1IA
1208
1834 Investment Advisors
Wisconsin
$57K – – –
WWMSC
1209
Wagner Wealth Management (South Carolina)
South Carolina
$56K – – –
TFS
1210
TrustCore Financial Services
Tennessee
$56K +$11.6K +50 +25%
OIA
1211
OneDigital Investment Advisors
Kansas
$53K +$698 +3 +1%
PVH
1212
Psagot Value Holdings
Israel
$52K – – –
EFSCE
1213
Enterprise Financial Services Corp (EFSC)
Missouri
$51K -$14.4K -62 -21%
MCM
1214
Monument Capital Management
Virginia
$49K +$46.5K +200 +1,053%
BDWM
1215
Brewin Dolphin Wealth Management
Ireland
$48.2K – – –
FCB
1216
First Command Bank
Texas
$48K – – –
FCFS
1217
First Command Financial Services
Texas
$48K – – –
AWM
1218
Aevitas Wealth Management
Massachusetts
$48K +$233 +1 +0.5%
AF
1219
Allworth Financial
California
$47K +$233 +1 +0.5%
BWM
1220
Baystate Wealth Management
Massachusetts
$47K +$17K +73 +50%
GIC
1221
GFI Investment Counsel
Ontario, Canada
$45K – – –
POIA
1222
Pin Oak Investment Advisors
Texas
$45K – – –
QCIG
1223
Quad-Cities Investment Group
Iowa
$45K – – –
SJIM
1224
St. Johns Investment Management
Florida
$45K – – –
MRCM
1225
M&R Capital Management
New Jersey
$44K – – –
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