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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
1526
Financial Management Network
California
$205K +$196K +549 New
CCG
1527
Cypress Capital Group
Florida
$204K -$41.9K -117 -18%
OWA
1528
Octavia Wealth Advisors
Ohio
$204K +$193K +538 New
ANBT
1529
American National Bank & Trust
Texas
$203K +$51.9K +145 +37%
CL
1530
CPWM LLC
Washington
$202K -$182K -510 -49%
SWA
1531
SOA Wealth Advisors
New York
$202K +$16.1K +45 +9%
CPA
1532
Clear Perspective Advisors
Illinois
$202K +$190K +531 New
CRI
1533
Colonial River Investments
Virginia
$202K +$191K +534 New
CCM
1534
Carlson Capital Management
Minnesota
$201K +$190K +530 New
SIM
1535
Sonora Investment Management
Arizona
$198K +$2.5K +7 +1%
TFM
1536
TFC Financial Management
Massachusetts
$195K +$716 +2 +0.4%
GI
1537
GS Investments
Minnesota
$190K – – –
HCM
1538
Highlander Capital Management
New Jersey
$190K – – –
TLCM
1539
Twin Lakes Capital Management
California
$190K +$358 +1 +0.2%
FPW
1540
Flagship Private Wealth
Massachusetts
$187K – – –
BWM
1541
Baystate Wealth Management
Massachusetts
$187K +$20.4K +57 +13%
SQA
1542
Simon Quick Advisors
New Jersey
$181K +$84.8K +237 +99%
SWG
1543
Summit Wealth Group
Vermont
$176K +$89.5K +250 +116%
AA
1544
AlphaCentric Advisors
Puerto Rico
$170K +$160K +447 New
LWANC
1545
Laurel Wealth Advisors (North Carolina)
North Carolina
$169K – – –
MAWCM
1546
Mine & Arao Wealth Creation & Management
California
$167K – – –
CBT
1547
CoreFirst Bank & Trust
Kansas
$166K – – –
EAM
1548
Eukles Asset Management
Ohio
$166K +$101K +283 +183%
EWM
1549
Edge Wealth Management
New York
$164K – – –
TAIM
1550
TD Ameritrade Investment Management
Nebraska
$164K +$32.9K +92 +27%
60 61
62
63 64