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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1601
Connecticut Wealth Management
Connecticut
$867K -$14.1K -19 -2%
KWMG
1602
King Wealth Management Group
Florida
$865K – – –
FHC
1603
First Heartland Consultants
Missouri
$864K +$741 +1 +0.1%
VRM
1604
Vectors Research Management
New York
$860K – – –
DWAM
1605
Duncan Williams Asset Management
Tennessee
$851K -$10.4K -14 -1%
ACM
1606
Advisors Capital Management
New Jersey
$849K -$37K -50 -4%
SIA
1607
SGL Investment Advisors
Montana
$848K – – –
FBT
1608
First Bank & Trust
South Dakota
$843K – – –
PCMN
1609
Paradigm Capital Management (Nevada)
Nevada
$842K -$382K -516 -33%
MWA
1610
Meridian Wealth Advisors
Texas
$842K +$233K +314 +42%
SFCL
1611
Strengthening Families & Communities LLC
Massachusetts
$841K – – –
BPAMU
1612
BTG Pactual Asset Management US
New York
$841K +$662K +893 +548%
AWAP
1613
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$839K – – –
CWM
1614
Chemistry Wealth Management
New York
$839K +$208K +281 +36%
VCM
1615
Versant Capital Management
Arizona
$836K +$35.6K +48 +5%
FF
1616
Francis Financial
$832K +$95.6K +129 +17%
IIM
1617
Illumine Investment Management
Washington
$832K – – –
KP
1618
Keel Point
Alabama
$828K +$34.1K +46 +5%
TFG
1619
Taylor Financial Group
Virginia
$828K – – –
KNW
1620
Kesler Norman & Wride
Utah
$828K +$1.07M +1,446 New
HWA
1621
Heritage Wealth Advisors
Virginia
$827K – – –
HFW
1622
Horizon Family Wealth
Illinois
$825K +$9.63K +13 +1%
SFS
1623
Strategic Financial Services
New York
$824K -$5.19K -7 -0.7%
PPC
1624
Pennington Partners & Co
Maryland
$824K -$130K -176 -15%
WC
1625
Westerkirk Capital
$820K +$763K +1,030 New
63 64
65
66 67