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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
1301
Holistic Financial Partners
Indiana
$326K -$67.2K -216 -18%
FMWA
1302
Forvis Mazars Wealth Advisors
Missouri
$325K -$210K -674 -40%
AWA
1303
Arkadios Wealth Advisors
Georgia
$325K -$40.5K -130 -12%
AWA
1304
ARS Wealth Advisors
Florida
$325K +$311 +1 +0.1%
AWA
1305
Arete Wealth Advisors
Illinois
$321K -$24.9K -80 -8%
FNBT
1306
FineMark National Bank & Trust
Florida
$320K – – –
LFF
1307
Level Four Financial
Texas
$320K +$304K +978 New
GSWM
1308
Golden State Wealth Management
California
$319K -$97.8K -314 -24%
PFGIA
1309
Patriot Financial Group Insurance Agency
Massachusetts
$317K -$24.6K -79 -8%
FIM
1310
Freedom Investment Management
Connecticut
$317K +$302K +970 New
JF
1311
JSF Financial
California
$313K -$83.7K -269 -22%
BC
1312
Bartlett & Co
Ohio
$312K – – –
LAM
1313
L2 Asset Management
Massachusetts
$312K +$297K +955 New
BCWM
1314
Bartlett & Co Wealth Management
Ohio
$312K – – –
MPCG
1315
Matrix Private Capital Group
New York
$308K +$33K +106 +13%
FFA
1316
Founders Financial Alliance
North Carolina
$307K -$18.7K -60 -6%
CA
1317
Calton & Associates
Florida
$305K +$142K +456 +51%
MIHAS
1318
Maj Invest Holding A/S
Denmark
$302K -$38.6M -124,052 -99%
HH
1319
Hilltop Holdings
Texas
$302K +$20.2K +65 +8%
MA
1320
Modus Advisors
Minnesota
$301K +$32.4K +104 +13%
BCM
1321
Brookstone Capital Management
Illinois
$301K +$287K +922 New
PAA
1322
Peregrine Asset Advisers
Oregon
$300K -$32.1K -103 -10%
FLPIM
1323
F.L. Putnam Investment Management
Massachusetts
$300K – – –
FHA
1324
First Horizon Advisors
Tennessee
$299K +$18.1K +58 +7%
SYBT
1325
Stock Yards Bank & Trust
Kentucky
$298K +$283K +909 New
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