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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1501
Planned Solutions
California
$223K -$37.4K -120 -14%
MTIC
1502
Missouri Trust & Investment Company
Missouri
$223K – – –
MA
1503
MCF Advisors
Kentucky
$221K -$181K -580 -44%
NCM
1504
Nelson Capital Management
California
$220K – – –
AL
1505
Aspiriant LLC
California
$218K -$12.5K -40 -5%
RIG
1506
Roosevelt Investment Group
New York
$218K -$8.1K -26 -3%
PFWA
1507
Paces Ferry Wealth Advisors
Georgia
$217K -$52.3K -168 -19%
PVH
1508
Psagot Value Holdings
Israel
$217K – – –
SEC
1509
Seven Eight Capital
New York
$217K +$228K +732 New
AWM
1510
AllSquare Wealth Management
New York
$216K – – –
WTA
1511
Washington Trust Advisors
Massachusetts
$215K -$2.49K -8 -1%
GSC
1512
Ground Swell Capital
South Carolina
$214K +$224K +719 New
IWA
1513
Intercontinental Wealth Advisors
Texas
$213K – – –
CCM
1514
Carlson Capital Management
Minnesota
$213K +$224K +718 New
WCM
1515
Washburn Capital Management
Florida
$212K +$311 +1 +0.1%
AAM
1516
Aureus Asset Management
Massachusetts
$212K +$623 +2 +0.3%
WCFA
1517
Walkner Condon Financial Advisors
Wisconsin
$212K +$3.11K +10 +1%
OWA
1518
Octavia Wealth Advisors
Ohio
$211K -$1.56K -5 -0.7%
HCM
1519
Hudson Capital Management
New Jersey
$210K – – –
WAM
1520
Walker Asset Management
Missouri
$210K +$13.7K +44 +7%
CWM
1521
Connecticut Wealth Management
Connecticut
$209K +$5.92K +19 +3%
NWA
1522
New World Advisors
Massachusetts
$209K +$6.54K +21 +3%
NFSG
1523
Newbridge Financial Services Group
Florida
$209K +$18.7K +60 +9%
NB
1524
Nicolet Bankshares
Wisconsin
$209K +$219K +702 New
DM
1525
Diker Management
New York
$208K – – –
59 60
61
62 63