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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1701
Paloma Partners
Connecticut
$49K +$50K +152 New
OSNBOA
1702
Old Second National Bank of Aurora
Illinois
$48.7K – – –
TIM
1703
Thompson Investment Management
Wisconsin
$48.7K – – –
TCM
1704
Tradewinds Capital Management
Washington
$48.4K – – –
NF
1705
Norwood Financial
Pennsylvania
$48.4K – – –
JGIA
1706
Jackson Grant Investment Advisers
Connecticut
$47.4K – – –
PMFA
1707
Plante Moran Financial Advisors
Michigan
$47.1K -$6.58K -20 -12%
WB
1708
Webster Bank
Connecticut
$47.1K – – –
FMP
1709
Financial Management Professionals
Texas
$47K +$658 +2 +1%
HIM
1710
Hillsdale Investment Management
Ontario, Canada
$45.8K -$32.9K -100 -41%
PP
1711
PrairieView Partners
Minnesota
$45K +$46.7K +142 New
IRAG
1712
Investment Research & Advisory Group
Georgia
$44.8K – – –
KFI
1713
Key Financial Inc
Pennsylvania
$44.5K – – –
TC
1714
Tacita Capital
Ontario, Canada
$40K – – –
LFG
1715
Larson Financial Group
Missouri
$39.7K -$21.7K -66 -35%
BSWA
1716
Bromfield Sneider Wealth Advisors
Massachusetts
$38.7K – – –
BBPWM
1717
Blue Bell Private Wealth Management
Pennsylvania
$38.7K +$23K +70 +140%
CCC
1718
Chelsea Counsel Company
California
$37.7K -$93K -283 -71%
WWP
1719
WR Wealth Planners
Missouri
$36.4K +$16.4K +50 +79%
PB
1720
Pinnacle Bancorp
Nebraska
$35.8K – – –
SIC
1721
SJS Investment Consulting
Ohio
$35.5K -$658 -2 -2%
GG
1722
Gleason Group
Kentucky
$35.1K +$329 +1 +0.9%
NC
1723
NewSquare Capital
Pennsylvania
$34.8K +$658 +2 +2%
PIAS
1724
PCA Investment Advisory Services
Ohio
$34.3K +$34.8K +106 New
BFPW
1725
BOK Financial Private Wealth
Colorado
$34.2K +$5.59K +17 +19%
67 68
69
70 71