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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1226
Contravisory Investment Management
Massachusetts
$74K +$39.1K +150 +106%
EWM
1227
Edge Wealth Management
New York
$73K +$6.51K +25 +9%
CFG
1228
Citizens Financial Group
Rhode Island
$72K -$276K -1,059 -79%
PMFA
1229
Plante Moran Financial Advisors
Michigan
$71K – – –
FCMT
1230
Founders Capital Management (Texas)
Texas
$69K +$6.51K +25 +10%
CAM
1231
Close Asset Management
United Kingdom
$69K +$39.1K +150 +115%
TL
1232
TrueWealth LLC
Georgia
$67K – – –
TSW
1233
Thompson Siegel & Walmsley
Virginia
$66K – – –
1IA
1234
1834 Investment Advisors
Wisconsin
$64K – – –
OIA
1235
OneDigital Investment Advisors
Kansas
$63K +$5.47K +21 +9%
CB
1236
Community Bank
New York
$62K – – –
WB
1237
Webster Bank
Connecticut
$58K – – –
PVH
1238
Psagot Value Holdings
Israel
$58K +$33.8K +130 +130%
JFA
1239
JNBA Financial Advisors
Minnesota
$57K – – –
PCA
1240
Providence Capital Advisors
North Carolina
$55K – – –
BCA
1241
Berman Capital Advisors
Georgia
$55K +$56.8K +218 New
BDWM
1242
Brewin Dolphin Wealth Management
Ireland
$54.1K – – –
FCB
1243
First Command Bank
Texas
$54.1K +$4.43K +17 +9%
FCFS
1244
First Command Financial Services
Texas
$54K +$4.43K +17 +9%
OC
1245
Oakworth Capital
Alabama
$52K -$38K -146 -40%
MIM
1246
Macroview Investment Management
Maryland
$51K +$52.6K +202 New
AAC
1247
Asset Advisors Corp
Georgia
$50K – – –
GIC
1248
GFI Investment Counsel
Ontario, Canada
$50K – – –
MRCM
1249
M&R Capital Management
New Jersey
$50K – – –
POIA
1250
Pin Oak Investment Advisors
Texas
$50K – – –
48 49
50
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