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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1301
Patriot Financial Group Insurance Agency
Massachusetts
$377K +$8.59K +24 +2%
LWAC
1302
Laurel Wealth Advisors (California)
California
$376K +$42.9K +120 +14%
WP
1303
WealthSource Partners
California
$373K +$58.3K +163 +20%
JF
1304
JSF Financial
California
$371K +$6.8K +19 +2%
MRCM
1305
M&R Capital Management
New Jersey
$368K -$17.9K -50 -5%
BOPW
1306
Brandywine Oak Private Wealth
Pennsylvania
$368K +$82.3K +230 +31%
PWS
1307
Precision Wealth Strategies
Missouri
$368K +$347K +970 New
BWM
1308
Bulltick Wealth Management
Florida
$366K +$345K +965 New
MWA
1309
Moser Wealth Advisors
Washington
$366K +$345K +965 New
GEA
1310
Glen Eagle Advisors
New Jersey
$365K +$123K +343 +55%
JIP
1311
Jaffetilchin Investment Partners
Florida
$363K +$379K +1,059 New
BCWM
1312
Bartlett & Co Wealth Management
Ohio
$362K – – –
GSWM
1313
Golden State Wealth Management
California
$362K -$8.59K -24 -2%
BC
1314
Bartlett & Co
Ohio
$362K – – –
PIG
1315
Pantheon Investment Group
California
$360K +$340K +949 New
FMT
1316
First Mercantile Trust
Tennessee
$357K -$35.8K -100 -10%
FNBT
1317
FineMark National Bank & Trust
Florida
$357K -$13.2K -37 -4%
GTCM
1318
Gyon Technologies Capital Management
New Jersey
$356K -$1.82M -5,094 -84%
SDWIA
1319
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$356K -$123K -344 -27%
IAN
1320
Integrated Advisors Network
Texas
$356K -$23.3K -65 -6%
KOC
1321
Koss-Olinger Consulting
Florida
$356K -$21.5K -60 -6%
HI
1322
Harbour Investments
Wisconsin
$356K +$42.9K +120 +15%
IFG
1323
Independent Financial Group
California
$353K +$333K +931 New
TCOV
1324
Trust Company of Vermont
Vermont
$353K +$7.87K +22 +2%
EI
1325
Ellevest Inc
New York
$353K +$69.1K +193 +26%
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