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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1601
CKW Financial Group
Hawaii
$133K – – –
HWA
1602
Heritage Wealth Advisors
Virginia
$132K +$137K +350 New
VC
1603
Vestor Capital
Illinois
$132K – – –
CWP
1604
Concord Wealth Partners
Virginia
$130K -$257K -657 -66%
GWMIA
1605
Global Wealth Management Investment Advisory
Florida
$130K +$38.3K +98 +40%
WOC
1606
West Oak Capital
California
$129K – – –
TFGT
1607
TS Financial Group (TSFG)
Illinois
$129K +$391 +1 +0.3%
TC
1608
Trust Company
Kansas
$126K -$781 -2 -0.6%
GAM
1609
Gemmer Asset Management
California
$124K – – –
RIM
1610
Rockbridge Investment Management
New York
$123K -$28.9K -74 -19%
GGHC
1611
Gilder Gagnon Howe & Co
New York
$122K +$13.7K +35 +12%
HFS
1612
Hantz Financial Services
Michigan
$119K – – –
GC
1613
Garde Capital
Washington
$118K – – –
HPC
1614
HM Payson & Co
Maine
$114K +$16.4K +42 +16%
SQA
1615
Simon Quick Advisors
New Jersey
$113K -$68.7K -176 -37%
AIM
1616
Arcadia Investment Management
Michigan
$113K – – –
FM
1617
Freemont Management
Switzerland
$110K +$114K +291 New
IRC
1618
Investors Research Corp
Georgia
$107K – – –
GKWIM
1619
Gerber Kawasaki Wealth & Investment Management
California
$106K +$110K +281 New
TFS
1620
TrustCore Financial Services
Tennessee
$105K -$3.12K -8 -3%
FCMT
1621
Founders Capital Management (Texas)
Texas
$104K – – –
LWM
1622
Liberty Wealth Management
California
$102K – – –
SC
1623
Sierra Capital
Florida
$99K – – –
TCM
1624
Tradewinds Capital Management
Washington
$98K +$39.1K +100 +63%
HWMA
1625
Heritage Wealth Management (Arizona)
Arizona
$95K – – –
63 64
65
66 67