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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1701
Robertson Stephens Wealth Management
California
$1.11M +$128K +131 +14%
TP
1702
TritonPoint Partners
Maryland
$1.11M -$941K -965 -47%
LCM
1703
Lazari Capital Management
California
$1.11M -$98.5K -101 -8%
EIP
1704
Easterly Investment Partners
Massachusetts
$1.11M +$1.07M +1,100 New
PCM
1705
PenderFund Capital Management
British Columbia, Canada
$1.11M +$1.07M +1,100 New
LIA
1706
LBMC Investment Advisors
Tennessee
$1.11M +$200K +205 +23%
CWM
1707
Connecticut Wealth Management
Connecticut
$1.11M – – –
OC
1708
Opinicus Capital
Florida
$1.11M -$4.88K -5 -0.5%
WETS
1709
Wealth Enhancement Trust Services
South Dakota
$1.11M -$158K -162 -13%
MCM
1710
Manchester Capital Management
Vermont
$1.11M +$69.2K +71 +7%
HFW
1711
Horizon Family Wealth
Illinois
$1.1M +$93.6K +96 +10%
CA
1712
Calton & Associates
Florida
$1.1M -$90.7K -93 -8%
LG
1713
Leuthold Group
Minnesota
$1.1M -$16.8M -17,228 -94%
AC
1714
Apella Capital
Connecticut
$1.1M +$55.6K +57 +6%
FLP
1715
Financial Life Planners
Arizona
$1.1M +$293K +301 +38%
KWMG
1716
King Wealth Management Group
Florida
$1.1M +$16.6K +17 +2%
I
1717
InceptionR
California
$1.1M -$284K -291 -21%
CAG
1718
Csenge Advisory Group
Florida
$1.09M +$153K +157 +17%
PWP
1719
Ponta Wealth Partners
Florida
$1.09M +$328K +336 +45%
VWA
1720
Visionary Wealth Advisors
Illinois
$1.09M -$74.1K -76 -7%
AW
1721
Alteri Wealth
California
$1.09M +$5.85K +6 +0.6%
VRM
1722
Vectors Research Management
New York
$1.09M – – –
WCP
1723
Wealthcare Capital Partners
Pennsylvania
$1.09M -$16.6K -17 -2%
DWAM
1724
Duncan Williams Asset Management
Tennessee
$1.09M +$3.9K +4 +0.4%
FSA
1725
Fort Sheridan Advisors
Illinois
$1.09M -$78K -80 -7%
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