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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1201
Herold Advisors
New York
$742K – – –
JWA
1202
JFS Wealth Advisors
Pennsylvania
$741K +$18.2K +47 +3%
PWP
1203
Phillips Wealth Planners
Mississippi
$739K -$25.6K -66 -3%
CBFP
1204
Cedar Brook Financial Partners
Ohio
$736K +$3.88K +10 +0.6%
GCA
1205
Genesee Capital Advisors
New York
$735K -$388 -1 -0.1%
AC
1206
Abbrea Capital
California
$735K +$15.5K +40 +2%
NL
1207
NWAM LLC
Washington
$735K -$35.7K -92 -5%
BMC
1208
Beaton Management Company
Massachusetts
$731K – – –
CIP
1209
Cornerstone Investment Partners
Georgia
$731K +$3.88K +10 +0.6%
WCM
1210
Windsor Capital Management
Arizona
$730K -$12.4K -32 -2%
TCG
1211
Transcendent Capital Group
Oklahoma
$729K +$666K +1,716 +5,720%
GL
1212
GHE LLC
Tennessee
$728K – – –
LA
1213
Legacy Advisors
Pennsylvania
$727K -$151K -388 -18%
EFA
1214
Evernest Financial Advisors
Indiana
$726K -$78.4K -202 -10%
ZIC
1215
ZWJ Investment Counsel
Georgia
$726K +$674K +1,738 New
GWA
1216
Gratus Wealth Advisors
Virginia
$722K – – –
DWT
1217
Dorsey & Whitney Trust
South Dakota
$722K -$155K -399 -19%
BFA
1218
Beacon Financial Advisory
Ohio
$718K +$3.49K +9 +0.5%
PFBT
1219
Parkside Financial Bank & Trust
Missouri
$717K +$24.4K +63 +4%
ESB
1220
Essex Savings Bank
Connecticut
$717K – – –
WPC
1221
Waters Parkerson & Co
Louisiana
$716K – – –
WC
1222
Westhampton Capital
North Carolina
$714K – – –
EAM
1223
Eukles Asset Management
Ohio
$714K +$53.6K +138 +9%
FWM
1224
Finer Wealth Management
Massachusetts
$713K -$140K -361 -17%
JSL
1225
JT Stratford LLC
Georgia
$713K +$190K +489 +40%
47 48
49
50 51