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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1301
Tradewinds Capital Management
Washington
$17K – – –
ST
1302
Sageworth Trust
Pennsylvania
$17K +$17.2K +66 New
PCFFS
1303
Pacific Center for Financial Services
California
$16K – – –
LWCFA
1304
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K +$16.4K +63 New
PW
1305
Price Wealth
Texas
$15K -$15.6K -60 -50%
CFN
1306
Cordasco Financial Network
Florida
$13K – – –
LA
1307
Legacy Advisors
Pennsylvania
$13K – – –
WCM
1308
Wealthcare Capital Management
Virginia
$13K +$10.4K +40 +400%
CC
1309
Claybrook Capital
Massachusetts
$13K +$13K +50 New
LWA
1310
Lenox Wealth Advisors
New York
$13K +$13K +50 New
RFWA
1311
RPg Family Wealth Advisory
Massachusetts
$12.6K – – –
MSE
1312
MUFG Securities EMEA
United Kingdom
$10K -$61.3M -235,300 -100%
FNB
1313
Farmers National Bank
Kentucky
$10K – – –
GBBWRPM
1314
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$10K – – –
WWM
1315
Willingdon Wealth Management
North Carolina
$10K – – –
AIS
1316
AlphaOne Investment Services
Pennsylvania
$10K +$4.69K +18 +78%
AWA
1317
Acorn Wealth Advisors
Michigan
$8K – – –
NIM
1318
NuWave Investment Management
New Jersey
$7K -$9.11K -35 -56%
SWMG
1319
Signature Wealth Management Group
Georgia
$7K +$781 +3 +12%
CTB
1320
Country Trust Bank
Illinois
$7K +$6.77K +26 New
BIMC
1321
Benson Investment Management Company
Virginia
$7K +$7.03K +27 New
BWP
1322
Baldwin Wealth Partners
Massachusetts
$6K -$260K -1,000 -98%
FPB
1323
First PREMIER Bank
South Dakota
$6K – – –
MSA
1324
Marino Stram & Associates
Massachusetts
$6K – – –
RWG
1325
Regal Wealth Group
California
$6K – – –
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