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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1301
Avalon Investment & Advisory
Texas
$405K -$24.6K -63 -6%
HGWM
1302
Horst & Graben Wealth Management
Oregon
$403K +$1.95K +5 +0.5%
CCM
1303
Covington Capital Management
California
$403K +$3.12K +8 +0.8%
SIM
1304
Studio Investment Management
Illinois
$403K +$416K +1,066 New
EI
1305
Ellevest Inc
New York
$401K +$51.2K +131 +14%
IFG
1306
Independent Financial Group
California
$400K +$49.6K +127 +14%
SIG
1307
Sky Investment Group
Connecticut
$399K -$3.9K -10 -0.9%
HI
1308
Harbour Investments
Wisconsin
$399K +$45.3K +116 +12%
CG
1309
Corundum Group
Colorado
$398K -$1.56K -4 -0.4%
BFA
1310
Beacon Financial Advisory
Ohio
$398K – – –
HL
1311
HeadInvest LLC
Maine
$397K -$35.9K -92 -8%
FPGK
1312
Financial Partners Group (Kansas)
Kansas
$394K +$46.9K +120 +13%
HCM
1313
Hollencrest Capital Management
California
$392K -$28.9K -74 -7%
VCM
1314
Violich Capital Management
California
$392K – – –
LB
1315
Leo Brokerage
Texas
$391K – – –
IP
1316
Investment Partners
Ohio
$389K +$91.4K +234 +29%
HDIM
1317
Hanson & Doremus Investment Management
Vermont
$388K -$44.1K -113 -10%
PIM
1318
Perpetual Investment Management
Australia
$387K -$15.6K -40 -4%
CPO
1319
Cerity Partners OCIO
New York
$387K +$101K +258 +34%
TIAM2
1320
Tru Independence Asset Management 2
Oregon
$386K -$875K -2,240 -69%
VCAM
1321
Van Cleef Asset Management
Ohio
$386K – – –
FFA
1322
Founders Financial Alliance
North Carolina
$385K +$41K +105 +11%
GEA
1323
Glen Eagle Advisors
New Jersey
$384K +$20.7K +53 +6%
JF
1324
JSF Financial
California
$383K +$13.7K +35 +4%
BSA
1325
Bull Street Advisors
Georgia
$381K – – –
51 52
53
54 55