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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1451
Cornerstone Wealth Management
Missouri
$783K +$300K +499 +53%
WF
1452
Welch & Forbes
Massachusetts
$782K +$7.82K +13 +0.9%
BWP
1453
BSW Wealth Partners
Colorado
$781K -$25.3K -42 -3%
EFG
1454
Embree Financial Group
Illinois
$779K +$43.3K +72 +5%
SEIA
1455
Signature Estate & Investment Advisors
California
$779K +$33.1K +55 +4%
PFGIA
1456
Patriot Financial Group Insurance Agency
Massachusetts
$779K +$54.8K +91 +7%
WAM
1457
WNY Asset Management
New York
$776K +$16.8K +28 +2%
LI
1458
LRI Investments
Florida
$775K -$123K -205 -13%
BPCE
1459
Bank Pictet & Cie (Europe)
Germany
$773K +$239K +397 +39%
PCG
1460
Prosperity Consulting Group
Maryland
$771K +$234K +389 +38%
PWP
1461
Phillips Wealth Planners
Mississippi
$770K -$164K -273 -15%
DWM
1462
Diversify Wealth Management
Utah
$770K -$11.4K -19 -1%
PDL
1463
Portfolio Design Labs
California
$769K +$847K +1,408 New
BAM
1464
Berkshire Asset Management
Pennsylvania
$768K +$116K +193 +17%
NI
1465
NCP Inc
California
$765K – – –
ATFA
1466
All Terrain Financial Advisors
Minnesota
$765K +$60.2K +100 +8%
YIM
1467
Yoffe Investment Management
Pennsylvania
$763K -$602 -1 -0.1%
HI
1468
Hudock Inc
Pennsylvania
$761K -$782K -1,300 -48%
WCM
1469
Weaver Capital Management
Georgia
$759K -$3.61K -6 -0.4%
FHA
1470
Flagship Harbor Advisors
Massachusetts
$759K +$207K +344 +33%
C
1471
Certuity
Florida
$757K +$90.9K +151 +12%
NC
1472
Napatree Capital
Rhode Island
$753K -$42.7K -71 -5%
BFG
1473
Berger Financial Group
Minnesota
$751K +$24.7K +41 +3%
EFG
1474
Ethos Financial Group
Pennsylvania
$751K – – –
CA
1475
Calton & Associates
Florida
$748K -$34.9K -58 -4%
57 58
59
60 61