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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1676
Maltin Wealth Management
New Jersey
$759K +$3.71K +5 +0.5%
SIC
1677
Samalin Investment Counsel
New York
$755K -$3.71K -5 -0.5%
WI
1678
WrapManager Inc
California
$755K -$126K -170 -15%
APWM
1679
Argonautica Private Wealth Management
Massachusetts
$755K – – –
SWA
1680
Stratos Wealth Advisors
Ohio
$750K +$59.3K +80 +9%
IIM
1681
Ironwood Investment Management
Massachusetts
$748K – – –
KCM
1682
KRS Capital Management
Michigan
$744K +$74.8K +101 +12%
IAG
1683
Ipsen Advisor Group
Arkansas
$743K – – –
MGWM
1684
Marks Group Wealth Management
Minnesota
$743K +$1.48K +2 +0.2%
EC
1685
EntryPoint Capital
New York
$742K +$379K +511 +121%
LIM
1686
Longfellow Investment Management
Massachusetts
$740K -$411K -554 -37%
DIP
1687
Davis Investment Partners
North Carolina
$739K +$741 +1 +0.1%
PAA
1688
Peregrine Asset Advisers
Oregon
$735K – – –
OFS
1689
Orrstown Financial Services
Pennsylvania
$731K -$28.2K -38 -4%
VC
1690
Vicus Capital
Pennsylvania
$730K -$38.5K -52 -5%
HIM
1691
Hanlon Investment Management
New Jersey
$729K +$678K +915 New
SCA
1692
Sandy Cove Advisors
Massachusetts
$723K +$11.1K +15 +2%
HL
1693
HeadInvest LLC
Maine
$723K -$57.8K -78 -8%
CGA
1694
Crescent Grove Advisors
Illinois
$723K +$5.19K +7 +0.8%
RSWM
1695
Robertson Stephens Wealth Management
California
$722K -$85.2K -115 -11%
CIM
1696
Cambria Investment Management
California
$722K +$156K +210 +30%
AWM
1697
Atticus Wealth Management
Florida
$721K +$211K +285 +46%
BOM
1698
Bank of Marin
California
$721K – – –
CWM
1699
Cordatus Wealth Management
Pennsylvania
$718K +$1.48K +2 +0.2%
MAWA
1700
Moss Adams Wealth Advisors
Washington
$717K +$18.5K +25 +3%
66 67
68
69 70