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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
RRA
1526
Round Rock Advisors
Connecticut
$309K +$267K +800 New
CAC
1527
Certified Advisory Corp
Florida
$306K – – –
IAMOG
1528
Investors Asset Management of Georgia
Georgia
$306K -$134K -400 -33%
CPRC
1529
Consolidated Portfolio Review Corp
New York
$302K -$13.3K -40 -5%
CH
1530
Canton Hathaway
Rhode Island
$299K – – –
SAM
1531
Seelaus Asset Management
New Jersey
$299K -$205K -613 -44%
PAA
1532
Peregrine Asset Advisers
Oregon
$299K -$301K -901 -54%
AIM
1533
Aigen Investment Management
New York
$298K -$1.07M -3,201 -81%
CP
1534
Canopy Partners
Ohio
$298K +$258K +773 New
WW
1535
Waterfront Wealth
Kansas
$297K – – –
BCG
1536
Breakwater Capital Group
New Jersey
$296K +$21.7K +65 +9%
WI
1537
WrapManager Inc
California
$294K -$66.4K -199 -21%
EFG
1538
Ethos Financial Group
Pennsylvania
$293K +$254K +760 New
MTIC
1539
Missouri Trust & Investment Company
Missouri
$292K +$2.67K +8 +1%
FIC
1540
FCG Investment Company
Tennessee
$292K +$253K +758 New
KA
1541
Klingman & Associates
New York
$292K -$6.01K -18 -2%
HCM
1542
Hudson Capital Management
New Jersey
$292K – – –
CFS
1543
CRA Financial Services
New Jersey
$292K +$668 +2 +0.3%
MCM
1544
MV Capital Management
Maryland
$290K -$64.7K -194 -20%
PS
1545
Planned Solutions
California
$289K – – –
GFPC
1546
Global Financial Private Client
Florida
$289K -$22.7K -68 -8%
I2I
1547
Insight 2811 Inc
Illinois
$288K -$34.4K -103 -12%
NCM
1548
Nelson Capital Management
California
$288K +$2K +6 +0.8%
AWA
1549
Aaron Wealth Advisors
Illinois
$288K -$16.7K -50 -6%
TFG
1550
Tilson Financial Group
New Jersey
$287K +$249K +745 New
60 61
62
63 64