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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1226
Security Asset Management
New York
$87K +$82K +378 New
LTI
1227
Laffer Tengler Investments
Tennessee
$86.9K +$82K +378 New
RIA
1228
Realta Investment Advisors
Delaware
$84K -$36.5K -168 -31%
PA
1229
Procyon Advisors
Connecticut
$82K +$77.3K +356 New
PCTC
1230
Perkins Coie Trust Company
Washington
$80K – – –
VNA
1231
Valley National Advisers
Pennsylvania
$78K +$217 +1 +0.3%
PCG
1232
Private Capital Group
Connecticut
$76K -$87.9K -405 -55%
WAP
1233
Wealthcare Advisory Partners
Pennsylvania
$76K – – –
EIP
1234
Ellis Investment Partners
Pennsylvania
$75K – – –
TC
1235
Trust Company
Kansas
$74K – – –
CIS
1236
Capital International Sarl
California
$73K +$68.8K +317 New
VCM
1237
Vigilant Capital Management
Maine
$71K – – –
MWP
1238
Meridian Wealth Partners
Pennsylvania
$71K +$67.1K +309 New
AIC
1239
Ayalon Insurance Company
Israel
$70K – – –
LWM
1240
Liberty Wealth Management
California
$70K +$434 +2 +0.7%
WCG
1241
Weaver Consulting Group
California
$67K +$5.42K +25 +8%
KWM
1242
Keebeck Wealth Management
Illinois
$66K +$62.5K +288 New
AA
1243
Advisory Alpha
Michigan
$64.2K +$38.4K +177 +208%
LWA
1244
Lenox Wealth Advisors
New York
$63K -$21.7K -100 -27%
EWM
1245
Edge Wealth Management
New York
$63K – – –
FCMT
1246
Founders Capital Management (Texas)
Texas
$63K – – –
PO
1247
Private Ocean
California
$63K +$41.2K +190 +229%
MA
1248
MCF Advisors
Kentucky
$61K +$29.3K +135 +104%
CFD
1249
Creative Financial Designs
Indiana
$60K -$29.7K -137 -35%
TI
1250
tru Independence
Oregon
$60K +$84.8K +391 New
48 49
50
51 52