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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1501
Manchester Capital Management
Vermont
$499K – – –
CH
1502
Cromwell Holdings
Wyoming
$499K – – –
CMTU
1503
Capital Markets Trading (UK)
United Kingdom
$498K -$3.23M -6,609 -87%
SIM
1504
Studio Investment Management
Illinois
$497K +$4.4K +9 +0.9%
SWA
1505
Sax Wealth Advisors
New Jersey
$495K +$74.8K +153 +18%
ATFA
1506
All Terrain Financial Advisors
Minnesota
$495K – – –
KA
1507
Kearns & Associates
California
$495K – – –
LCS
1508
Levin Capital Strategies
New York
$495K – – –
PL
1509
Perpetual Ltd
Australia
$495K – – –
GP
1510
Geneva Partners
Wisconsin
$495K +$489K +1,000 New
SW
1511
Simplicity Wealth
New Jersey
$494K -$5.79M -11,842 -92%
MMPW
1512
Mitchell McLeod Pugh & Williams
Alabama
$494K +$4.89K +10 +1%
AFAS
1513
Acorn Financial Advisory Services
Virginia
$491K -$19.1K -39 -4%
BAM
1514
Berkshire Asset Management
Pennsylvania
$491K – – –
CBA
1515
Coastal Bridge Advisors
Connecticut
$490K +$42.6K +87 +10%
JF
1516
Joule Financial
Kentucky
$486K -$9.78K -20 -2%
AL
1517
ACAS LLC
California
$485K +$489 +1 +0.1%
RSWM
1518
Robertson Stephens Wealth Management
California
$484K -$175K -357 -27%
NFSG
1519
Newbridge Financial Services Group
Florida
$483K +$264K +539 +123%
FPGK
1520
Financial Partners Group (Kansas)
Kansas
$481K +$978 +2 +0.2%
BCA
1521
Bay Colony Advisors
Massachusetts
$481K -$17.1K -35 -3%
SPW
1522
Sonoma Private Wealth
California
$480K -$27.9K -57 -6%
PCG
1523
Prosperity Consulting Group
Maryland
$477K +$472K +964 New
BSA
1524
Bull Street Advisors
Georgia
$475K – – –
FPCP
1525
Fort Point Capital Partners
California
$474K +$58.2K +119 +14%
59 60
61
62 63