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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
WH
1201
Willner & Heller
California
$633K +$663K +1,674 New
AFP
1202
Ausdal Financial Partners
Iowa
$630K -$1.59M -4,012 -71%
TIA
1203
Tiemann Investment Advisors
California
$630K -$79.2K -200 -11%
FSA
1204
Franklin Street Advisors
North Carolina
$625K +$93K +235 +17%
AFAS
1205
Acorn Financial Advisory Services
Virginia
$624K -$16.2K -41 -2%
CA
1206
Cornerstone Advisory
Maryland
$624K – – –
HA
1207
HYA Advisors
Missouri
$622K -$35.2K -89 -5%
TAM
1208
Townsend Asset Management
North Carolina
$622K -$4.36K -11 -0.7%
CAG
1209
Csenge Advisory Group
Florida
$620K -$80.8K -204 -11%
MWA
1210
Moser Wealth Advisors
Washington
$618K +$156K +395 +32%
IC
1211
Intersect Capital
California
$613K -$759K -1,916 -54%
DJSG
1212
D.J. St. Germain
Massachusetts
$613K -$15.8K -40 -2%
GCM
1213
Gables Capital Management
Florida
$612K – – –
PCM
1214
Pointe Capital Management
Michigan
$612K – – –
RFWA
1215
RPg Family Wealth Advisory
Massachusetts
$612K +$396 +1 +0.1%
EFA
1216
Evernest Financial Advisors
Indiana
$612K +$630K +1,592 New
NP
1217
NorthRock Partners
Minnesota
$608K +$5.15K +13 +0.8%
AFC
1218
AFT Forsyth & Company
Florida
$608K +$23.8K +60 +4%
ACI
1219
Alpha Cubed Investments
California
$608K +$109K +275 +21%
VIM
1220
Vista Investment Management
Pennsylvania
$605K -$15.8K -40 -2%
FNT
1221
First Nebraska Trust
Nebraska
$604K – – –
CL
1222
CSS LLC
Illinois
$603K – – –
GM
1223
Granger Management
New York
$603K – – –
AWA
1224
Arkadios Wealth Advisors
Georgia
$598K +$87.9K +222 +17%
HCM
1225
Highview Capital Management
Illinois
$598K +$619K +1,563 New
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