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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1401
Legacy Advisors
Pennsylvania
$317K +$11.1K +32 +3%
EBA
1402
Eagle Bay Advisors
New York
$315K -$59.5K -171 -15%
FLPIM
1403
F.L. Putnam Investment Management
Massachusetts
$315K -$103K -297 -24%
CIAS
1404
CFS Investment Advisory Services
New Jersey
$315K +$2.79K +8 +0.8%
FSA
1405
Franklin Street Advisors
North Carolina
$314K – – –
EWM
1406
EPG Wealth Management
Georgia
$314K +$2.09K +6 +0.6%
VWA
1407
Visionary Wealth Advisors
Illinois
$313K -$66.8K -192 -17%
MCM
1408
Manchester Capital Management
Vermont
$312K -$11.5K -33 -3%
WR
1409
WD Rutherford
Oregon
$312K -$26.1K -75 -7%
IUHSA
1410
Itau Unibanco Holding S.A.
Brazil
$311K -$115K -330 -26%
KTC
1411
Kistler-Tiffany Companies
Pennsylvania
$311K -$332K -953 -50%
MWM
1412
Mission Wealth Management
California
$308K +$87K +250 +36%
DMBA
1413
Deseret Mutual Benefit Administrators
Utah
$305K – – –
CWM
1414
Connecticut Wealth Management
Connecticut
$305K -$5.57K -16 -2%
BO
1415
Bank OZK
Arkansas
$305K -$36.6K -105 -10%
BMCM
1416
Bryn Mawr Capital Management
Pennsylvania
$304K – – –
DPI
1417
Diversified Portfolios Inc
Michigan
$303K +$322K +926 New
WP
1418
WealthSource Partners
California
$302K +$9.4K +27 +3%
HBW
1419
Hazlett, Burt & Watson
West Virginia
$300K -$52.6K -151 -14%
CWS
1420
Cypress Wealth Services
California
$299K +$24.4K +70 +8%
1WM
1421
1900 Wealth Management
Texas
$299K – – –
GM
1422
Granger Management
New York
$298K – – –
CWM
1423
Cordatus Wealth Management
Pennsylvania
$298K -$128K -367 -29%
SIA
1424
Soltis Investment Advisors
Utah
$298K +$4.18K +12 +1%
BAM
1425
Berkshire Asset Management
Pennsylvania
$297K +$316K +909 New
55 56
57
58 59