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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1201
Cribstone Capital Management
Maine
$15K – – –
PCMK
1202
Paragon Capital Management (Kansas)
Kansas
$15K +$21.2K +100 New
RMC
1203
Resources Management Corp
Connecticut
$15K +$21.2K +100 New
CI
1204
CX Institutional
Indiana
$14K -$3.61K -17 -16%
CB
1205
CNB Bank
Pennsylvania
$14K – – –
MAM
1206
Marquette Asset Management
Minnesota
$13K – – –
FP
1207
Financial Perspectives
Minnesota
$12.8K +$5.31K +25 +43%
PFSC
1208
Peoples Financial Services Corp
Pennsylvania
$12K – – –
PK
1209
Pflug Koory
Nebraska
$12K +$2.12K +10 +15%
BL
1210
Balentine LLC
Georgia
$11K -$68.6K -323 -82%
TFGT
1211
TS Financial Group (TSFG)
Illinois
$11K +$212 +1 +1%
BWA
1212
Burt Wealth Advisors
Maryland
$11K +$6.79K +32 +80%
APW
1213
Acima Private Wealth
Virginia
$10K – – –
PCFFS
1214
Pacific Center for Financial Services
California
$10K – – –
FA
1215
Fortis Advisors
Pennsylvania
$9K +$12.5K +59 New
TAIM
1216
TD Ameritrade Investment Management
Nebraska
$8K -$1.7K -8 -14%
HWM
1217
HighMark Wealth Management
Minnesota
$8K +$637 +3 +6%
PCA
1218
Providence Capital Advisors
North Carolina
$8K +$10.6K +50 New
SGAM
1219
Smith Group Asset Management
Texas
$7K -$212 -1 -2%
EI
1220
Ellevest Inc
New York
$7K – – –
LFG
1221
Larson Financial Group
Missouri
$7K +$9.55K +45 New
HFS
1222
HBC Financial Services
Washington
$7K +$10.6K +50 New
RWM
1223
Raffa Wealth Management
District of Columbia
$6.18K +$2.55K +12 +43%
IAS
1224
IMA Advisory Services
Colorado
$6K -$85.8K -404 -91%
SIS
1225
Sound Income Strategies
Florida
$6K – – –
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49
50 51