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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
1301
VELA Investment Management
Ohio
$511K +$529K +1,336 New
WP
1302
WMS Partners
Maryland
$510K – – –
CCM
1303
Check Capital Management
California
$509K – – –
FPS
1304
Fieldpoint Private Securities
Connecticut
$508K +$25.7K +65 +5%
SWM
1305
Sendero Wealth Management
Texas
$501K +$519K +1,310 New
PFC
1306
Phocas Financial Corp
California
$500K – – –
MPM
1307
MBB Public Markets
Illinois
$497K +$514K +1,299 New
PPW
1308
Pinnacle Private Wealth
Massachusetts
$497K +$515K +1,300 New
PWPS
1309
Pinnacle Wealth Planning Services
Ohio
$495K +$62.9K +159 +14%
WR
1310
WD Rutherford
Oregon
$492K +$7.92K +20 +2%
CBFP
1311
Cedar Brook Financial Partners
Ohio
$492K +$32.1K +81 +7%
BO
1312
Bank OZK
Arkansas
$490K -$9.11K -23 -2%
BOPW
1313
Brandywine Oak Private Wealth
Pennsylvania
$490K +$43.5K +110 +9%
BC
1314
Bartlett & Co
Ohio
$489K +$120K +302 +31%
BCWM
1315
Bartlett & Co Wealth Management
Ohio
$489K +$120K +302 +31%
FNBOMD
1316
First National Bank of Mount Dora
Florida
$487K – – –
AO
1317
Advisor OS
Illinois
$486K – – –
DIA
1318
Dana Investment Advisors
Wisconsin
$486K – – –
FLPIM
1319
F.L. Putnam Investment Management
Massachusetts
$482K +$32.9K +83 +7%
FC
1320
Forte Capital
New York
$480K +$12.7K +32 +3%
CWA
1321
Clarus Wealth Advisors
Arizona
$478K +$4.36K +11 +0.9%
CBT
1322
Central Bank & Trust
Kentucky
$478K +$62.9K +159 +15%
EI
1323
Ellevest Inc
New York
$478K +$74.8K +189 +18%
MCM
1324
Manchester Capital Management
Vermont
$477K +$51.5K +130 +12%
MCM
1325
McRae Capital Management
New Jersey
$476K – – –
51 52
53
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