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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMS
1201
Advocacy Wealth Management Services
Georgia
$22K +$8.1K +42 +62%
MS
1202
Mizuho Securities
Japan
$21K -$25.1K -130 -54%
ATC
1203
Adirondack Trust Company
New York
$21K -$14.9K -77 -44%
WCM
1204
Wealthcare Capital Management
Virginia
$21K – – –
AIS
1205
Accurate Investment Solutions
Pennsylvania
$20K – – –
AWMF
1206
Arbor Wealth Management (Florida)
Florida
$20K – – –
JCM
1207
Jacobi Capital Management
Pennsylvania
$20K +$3.86K +20 +24%
TFS
1208
TrustCore Financial Services
Tennessee
$19K -$9.65K -50 -33%
CHP
1209
Cable Hill Partners
Oregon
$19K -$5.4K -28 -22%
AIC
1210
Archer Investment Corporation
Indiana
$19K – – –
AP
1211
Atwood & Palmer
Missouri
$19K – – –
CYG
1212
Clean Yield Group
Vermont
$19K – – –
OC
1213
Oakworth Capital
Alabama
$19K – – –
RWA
1214
Ropes Wealth Advisors
Massachusetts
$19K – – –
PCMK
1215
Paragon Capital Management (Kansas)
Kansas
$19K +$19.3K +100 New
SCM
1216
Shelton Capital Management
Colorado
$18.7K -$2.91M -15,085 -81%
FFW
1217
Fusion Family Wealth
New York
$18K -$314K -1,629 -94%
KFS
1218
Kelly Financial Services
Massachusetts
$17.3K +$17.4K +90 New
OFW
1219
Omnia Family Wealth
Florida
$17K – – –
PFSC
1220
Peoples Financial Services Corp
Pennsylvania
$16K – – –
PO
1221
Private Ocean
California
$16K – – –
CI
1222
CX Institutional
Indiana
$16K +$12.5K +65 +382%
MAM
1223
Marquette Asset Management
Minnesota
$16K +$15.8K +82 New
PB
1224
Pinnacle Bancorp
Nebraska
$15K – – –
TAIM
1225
TD Ameritrade Investment Management
Nebraska
$15K +$579 +3 +4%
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