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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
FFWM
1251
Future Financial Wealth Management
Ohio
$410K – – –
CL
1252
CPWM LLC
Washington
$410K +$80.9K +260 +23%
RWMH
1253
Riverpoint Wealth Management Holdings
Illinois
$408K – – –
KCFA
1254
Key Client Fiduciary Advisors
New Jersey
$407K +$40.5K +130 +10%
FCA
1255
FinTrust Capital Advisors
South Carolina
$406K +$30.2K +97 +8%
IAMOG
1256
Investors Asset Management of Georgia
Georgia
$405K -$165K -530 -28%
GEA
1257
Glen Eagle Advisors
New Jersey
$404K +$91.8K +295 +28%
FIM
1258
Fernwood Investment Management
Massachusetts
$402K +$18.1K +58 +4%
BC
1259
Bartlett & Co
Ohio
$401K +$4.36K +14 +1%
BCWM
1260
Bartlett & Co Wealth Management
Ohio
$401K +$4.36K +14 +1%
RWA
1261
River Wealth Advisors
Pennsylvania
$399K +$77.2K +248 +23%
MTWM
1262
Masso Torrence Wealth Management
New Jersey
$399K +$169K +544 +68%
HTC
1263
Haverford Trust Company
Pennsylvania
$395K -$87.2K -280 -17%
NHC
1264
Nicholas Hoffman & Company
Georgia
$394K +$1.25K +4 +0.3%
TIM
1265
Tortoise Investment Management
New York
$391K -$39.5K -127 -9%
FC
1266
Forte Capital
New York
$390K +$28.3K +91 +7%
IP
1267
Investment Partners
Ohio
$390K +$37.7K +121 +10%
IF
1268
Insight Folios
North Carolina
$389K +$12.8K +41 +3%
VCA
1269
Verdence Capital Advisors
Maryland
$388K -$259K -832 -39%
WWM
1270
Westwood Wealth Management
California
$388K – – –
WP
1271
WMS Partners
Maryland
$386K -$9.96K -32 -2%
PWPS
1272
Pinnacle Wealth Planning Services
Ohio
$383K -$822K -2,640 -67%
CT
1273
Caldwell Trust
Florida
$383K +$27.1K +87 +7%
AWM
1274
Aevitas Wealth Management
Massachusetts
$382K +$1.25K +4 +0.3%
FNBOMD
1275
First National Bank of Mount Dora
Florida
$381K +$3.74K +12 +0.9%
49 50
51
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