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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1576
One Wealth Advisors
California
$753K -$19.7K -34 -3%
SSC
1577
Syverson Strege & Co
Iowa
$753K +$617K +1,064 New
CUAMC
1578
China Universal Asset Management Company
China
$751K -$396K -684 -39%
FBT
1579
First Bank & Trust
South Dakota
$749K -$9.85K -17 -2%
SFCL
1580
Strengthening Families & Communities LLC
Massachusetts
$747K +$579 +1 +0.1%
AWAP
1581
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$746K -$4.06K -7 -0.7%
TCOV
1582
Trust Company of Vermont
Vermont
$745K -$30.1K -52 -5%
TCWA
1583
Turtle Creek Wealth Advisors
Texas
$742K +$608K +1,049 New
IIM
1584
Illumine Investment Management
Washington
$740K – – –
DFA
1585
Davies Financial Advisors
California
$740K -$4.64K -8 -0.8%
SFS
1586
Strategic Financial Services
New York
$737K -$53.9K -93 -8%
TFG
1587
Taylor Financial Group
Virginia
$736K – – –
WI
1588
Westbourne Investments
Virginia
$736K +$23.2K +40 +4%
HWA
1589
Heritage Wealth Advisors
Virginia
$735K – – –
IRC
1590
Investors Research Corp
Georgia
$735K – – –
MCM
1591
Manchester Capital Management
Vermont
$733K -$45.2K -78 -7%
SPAS
1592
Spectrum Planning & Advisory Services
California
$730K +$598K +1,032 New
IA
1593
IFG Advisory
Georgia
$730K -$46.4K -80 -7%
SFA
1594
Semmax Financial Advisors
North Carolina
$729K +$573K +988 +4,296%
ACM
1595
Aster Capital Management
United Arab Emirates
$728K +$596K +1,029 New
MWM
1596
Modern Wealth Management
Kansas
$727K +$46.9K +81 +9%
CAS
1597
CTC Alternative Strategies
Illinois
$727K +$595K +1,027 New
WA
1598
Waddell & Associates
Tennessee
$725K +$14.5K +25 +3%
RSWM
1599
Robertson Stephens Wealth Management
California
$723K -$2.9K -5 -0.5%
FFA
1600
First Foundation Advisors
California
$723K +$319K +551 +117%
62 63
64
65 66