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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
WAL
1601
W Advisors LLC
Tennessee
$210K +$19.8K +56 +10%
NF
1602
NTB Financial
Colorado
$210K +$225K +637 New
VCP
1603
Verus Capital Partners
Arizona
$209K +$235K +666 New
NCM
1604
NCM Capital Management
New Jersey
$208K – – –
NOI
1605
Newton One Investments
Delaware
$208K – – –
PL
1606
Plancorp LLC
Missouri
$206K +$24.4K +69 +12%
BI
1607
Ballast Inc
Kentucky
$205K – – –
SQA
1608
Simon Quick Advisors
New Jersey
$204K +$113K +321 +108%
RA
1609
Riversedge Advisors
Delaware
$203K +$7.77K +22 +4%
ECG
1610
Edge Capital Group
Georgia
$203K +$218K +616 New
WA
1611
Wealth Alliance
New York
$202K -$172K -486 -44%
IA
1612
Insight Advisors
Pennsylvania
$202K -$14.8K -42 -6%
CWM
1613
Chesapeake Wealth Management
Virginia
$202K -$14.1K -40 -6%
FTCM
1614
First Trust Capital Management
Illinois
$202K +$216K +611 New
EWM
1615
Edge Wealth Management
New York
$201K +$55.1K +156 +35%
LWCFA
1616
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$201K +$144K +408 +204%
CCG
1617
Ceeto Capital Group
Florida
$198K – – –
FM
1618
Freemont Management
Switzerland
$198K – – –
CWC
1619
Carolinas Wealth Consulting
North Carolina
$189K +$36.7K +104 +22%
PWC
1620
PYA Waltman Capital
Tennessee
$185K – – –
SBL
1621
Sargent Bickham Lagudis
Colorado
$185K – – –
MS
1622
Mizuho Securities
Japan
$185K +$155K +439 +360%
HFM
1623
Harvest Fund Management
China
$184K -$59K -167 -23%
RIM
1624
Rockbridge Investment Management
New York
$183K -$3.18K -9 -2%
CAM
1625
CenterStar Asset Management
Illinois
$180K – – –
63 64
65
66 67