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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1626
Ironwood Investment Management
Massachusetts
$538K – – –
CCA
1627
Criterion Capital Advisors
Tennessee
$537K – – –
KFA
1628
Krane Funds Advisors
New York
$537K -$133K -239 -20%
CWM
1629
Cornerstone Wealth Management
Missouri
$535K +$65.8K +118 +14%
BCG
1630
Bravias Capital Group
New Jersey
$535K +$466K +836 New
EP
1631
Essential Planning
New Hampshire
$534K +$279K +500 +100%
CA
1632
Centerpoint Advisors
Massachusetts
$533K +$469K +840 +933%
HFW
1633
Horizon Family Wealth
Illinois
$532K +$2.23K +4 +0.4%
FA
1634
Fountainhead AM
New Jersey
$531K +$131K +235 +34%
EAM
1635
Empirical Asset Management
Massachusetts
$531K -$108K -194 -17%
MCM
1636
MV Capital Management
Maryland
$531K +$1.12K +2 +0.2%
HBW
1637
Hazlett, Burt & Watson
West Virginia
$528K +$83.7K +150 +19%
BCA
1638
Bay Capital Advisors
Virginia
$528K +$514K +921 New
DWM
1639
Drive Wealth Management
Utah
$527K +$13.4K +24 +3%
CWM
1640
Cordatus Wealth Management
Pennsylvania
$527K +$7.81K +14 +2%
BCM
1641
Bayesian Capital Management
New York
$527K +$513K +920 New
KWM
1642
Keebeck Wealth Management
Illinois
$525K +$43.5K +78 +9%
PA
1643
Procyon Advisors
Connecticut
$523K +$46.9K +84 +10%
WT
1644
Washington Trust
Rhode Island
$523K +$68K +122 +15%
HL
1645
HeadInvest LLC
Maine
$523K -$21.8K -39 -4%
ST
1646
Smithfield Trust
Pennsylvania
$522K – – –
RT
1647
Rockland Trust
Massachusetts
$522K +$218K +391 +75%
VNA
1648
Valley National Advisers
Pennsylvania
$520K +$7.81K +14 +2%
FCH
1649
Freestone Capital Holdings
Washington
$520K +$24.5K +44 +5%
NRC
1650
New Republic Capital
North Carolina
$519K -$295K -528 -37%
64 65
66
67 68