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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1651
Forte Capital
New York
$664K +$41.7K +72 +8%
FIM
1652
FWL Investment Management
Texas
$662K +$542K +936 New
AL
1653
ACAS LLC
California
$662K -$31.9K -55 -6%
BA
1654
Bristlecone Advisors
Washington
$662K -$2.9K -5 -0.5%
WMWM
1655
Whitaker-Myers Wealth Managers
Ohio
$661K +$92.1K +159 +21%
IAG
1656
Ipsen Advisor Group
Arkansas
$660K +$541K +933 New
MGWM
1657
Marks Group Wealth Management
Minnesota
$659K +$178K +307 +49%
NRC
1658
New Republic Capital
North Carolina
$659K +$7.53K +13 +1%
GI
1659
GLOBALT Investments
Georgia
$658K -$59.7K -103 -10%
SA
1660
Sovran Advisors
California
$655K -$701K -1,210 -56%
AGA
1661
Accuvest Global Advisors
Utah
$655K +$537K +926 New
CC
1662
Constitution Capital
Connecticut
$655K -$159K -275 -23%
PAA
1663
Peregrine Asset Advisers
Oregon
$653K -$320K -553 -37%
SIM
1664
Studio Investment Management
Illinois
$653K -$3.48K -6 -0.6%
SWK
1665
Stephen W. Kidder
$651K -$29K -50 -5%
DWM
1666
Destination Wealth Management
California
$645K +$8.11K +14 +2%
SWA
1667
Strategies Wealth Advisors
Michigan
$643K -$1.15M -1,988 -69%
MSE
1668
MUFG Securities EMEA
United Kingdom
$642K +$526K +907 New
PL
1669
Plancorp LLC
Missouri
$641K +$89.8K +155 +21%
BOM
1670
Bank of Marin
California
$641K – – –
PA
1671
Procyon Advisors
Connecticut
$640K -$186K -321 -26%
CGA
1672
Crescent Grove Advisors
Illinois
$638K +$144K +248 +38%
CWM
1673
Cordatus Wealth Management
Pennsylvania
$637K -$16.2K -28 -3%
CPA
1674
Capital Performance Advisors
California
$637K +$38.8K +67 +8%
DE
1675
Diversified Enterprises
Delaware
$633K -$38.8K -67 -7%
65 66
67
68 69