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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
SGAM
1226
Smith Group Asset Management
Texas
$12K – – –
NIM
1227
NuWave Investment Management
New Jersey
$11K -$326K -1,648 -97%
RA
1228
Rational Advisors
New York
$11K -$77.2K -390 -88%
TAIM
1229
TD Ameritrade Investment Management
Nebraska
$11K -$4.35K -22 -29%
APC
1230
Aspire Private Capital
North Carolina
$10K – – –
EWM
1231
Elmwood Wealth Management
California
$10K +$4.95K +25 +100%
HS
1232
Horan Securities
United States
$10K +$9.9K +50 New
ONST
1233
Old North State Trust
North Carolina
$9K – – –
EI
1234
Ellevest Inc
New York
$9K +$8.91K +45 New
BWA
1235
Burt Wealth Advisors
Maryland
$8K – – –
FNB
1236
Farmers National Bank
Kentucky
$8K – – –
PWP
1237
Personal Wealth Partners
Minnesota
$8K +$7.92K +40 New
CFA
1238
Camarda Financial Advisors
Florida
$7K – – –
BHWM
1239
Bay Harbor Wealth Management
Maryland
$6K – – –
FCA
1240
FinTrust Capital Advisors
South Carolina
$6K – – –
IWA
1241
Intercontinental Wealth Advisors
Texas
$6K – – –
WA
1242
WestEnd Advisors
North Carolina
$5.32K – – –
RWA
1243
Ropes Wealth Advisors
Massachusetts
$5K -$14.8K -75 -75%
BWP
1244
Baldwin Wealth Partners
Massachusetts
$5K -$9.9K -50 -67%
ACS
1245
Archford Capital Strategies
Illinois
$5K – – –
BAM
1246
Barrett Asset Management
New York
$5K – – –
BCI
1247
Brinker Capital Investments
Pennsylvania
$5K – – –
CAM
1248
ClariVest Asset Management
California
$5K – – –
EWM
1249
Executive Wealth Management
Michigan
$5K – – –
NC
1250
NewSquare Capital
Pennsylvania
$5K – – –
48 49
50
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