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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1526
Octavia Wealth Advisors
Ohio
$204K +$193K +538 New
ANBT
1527
American National Bank & Trust
Texas
$203K +$51.9K +145 +37%
CL
1528
CPWM LLC
Washington
$202K -$182K -510 -49%
SWA
1529
SOA Wealth Advisors
New York
$202K +$16.1K +45 +9%
CPA
1530
Clear Perspective Advisors
Illinois
$202K +$190K +531 New
CRI
1531
Colonial River Investments
Virginia
$202K +$191K +534 New
CCM
1532
Carlson Capital Management
Minnesota
$201K +$190K +530 New
SIM
1533
Sonora Investment Management
Arizona
$198K +$2.5K +7 +1%
TFM
1534
TFC Financial Management
Massachusetts
$195K +$716 +2 +0.4%
GI
1535
GS Investments
Minnesota
$190K – – –
HCM
1536
Highlander Capital Management
New Jersey
$190K – – –
TLCM
1537
Twin Lakes Capital Management
California
$190K +$358 +1 +0.2%
FPW
1538
Flagship Private Wealth
Massachusetts
$187K – – –
BWM
1539
Baystate Wealth Management
Massachusetts
$187K +$20.4K +57 +13%
SQA
1540
Simon Quick Advisors
New Jersey
$181K +$84.8K +237 +99%
SWG
1541
Summit Wealth Group
Vermont
$176K +$89.5K +250 +116%
AA
1542
AlphaCentric Advisors
Puerto Rico
$170K +$160K +447 New
LWANC
1543
Laurel Wealth Advisors (North Carolina)
North Carolina
$169K – – –
MAWCM
1544
Mine & Arao Wealth Creation & Management
California
$167K – – –
CBT
1545
CoreFirst Bank & Trust
Kansas
$166K – – –
EAM
1546
Eukles Asset Management
Ohio
$166K +$101K +283 +183%
EWM
1547
Edge Wealth Management
New York
$164K – – –
TAIM
1548
TD Ameritrade Investment Management
Nebraska
$164K +$32.9K +92 +27%
WAM
1549
Wolverine Asset Management
Illinois
$163K -$414K -1,158 -73%
ZB
1550
Zions Bancorporation
Utah
$161K -$19.3K -54 -11%
60 61
62
63 64