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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MFIM
1301
Mesirow Financial Investment Management
Illinois
$512K +$443K +1,328 New
BCM
1302
BlueCrest Capital Management
Jersey
$511K -$245K -735 -36%
CICI
1303
Capital Investment Counsel Inc
North Carolina
$508K +$25K +75 +6%
SAG
1304
SageView Advisory Group
California
$505K +$436K +1,306 New
PMG
1305
Private Management Group
California
$503K +$16.4K +49 +4%
PMSA
1306
Patrick M. Sweeney & Associates
Illinois
$503K +$435K +1,303 New
PAS
1307
Point72 Asia (Singapore)
Singapore
$502K +$434K +1,300 New
AWA
1308
Arkadios Wealth Advisors
Georgia
$501K -$38.4K -115 -8%
IFU
1309
iSAM Funds (UK)
United Kingdom
$501K +$433K +1,298 New
LFA
1310
Legacy Financial Advisors
Kentucky
$501K +$45.7K +137 +12%
PCM
1311
Palisade Capital Management
New Jersey
$500K – – –
MWM
1312
Mission Wealth Management
California
$498K +$84.8K +254 +25%
SMA
1313
Sage Mountain Advisors
Georgia
$498K -$36K -108 -8%
FNT
1314
First Nebraska Trust
Nebraska
$498K – – –
CCG
1315
Coastwise Capital Group
California
$495K +$2.67K +8 +0.6%
VCM
1316
Viewpoint Capital Management
Washington
$495K – – –
FPAS
1317
Focus Partners Advisor Solutions
Missouri
$493K +$37.7K +113 +10%
TW
1318
TrinityPoint Wealth
Connecticut
$493K -$29K -87 -6%
EB
1319
Eastern Bank
Massachusetts
$491K – – –
TAM
1320
Trillium Asset Management
Massachusetts
$491K +$425K +1,273 New
FNBOMD
1321
First National Bank of Mount Dora
Florida
$491K – – –
WP
1322
WMS Partners
Maryland
$489K +$12.3K +37 +3%
AWAP
1323
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$489K – – –
FDS
1324
First Dallas Securities
Texas
$488K -$1.1M -3,297 -72%
WPP
1325
Whalerock Point Partners
Rhode Island
$488K – – –
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