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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
1776
Interchange Capital Partners
Pennsylvania
$820K +$114K +140 +18%
IAG
1777
Ipsen Advisor Group
Arkansas
$820K – – –
DWP
1778
Destiny Wealth Partners
Florida
$819K – – –
BPWM
1779
BCS Private Wealth Management
New Jersey
$819K -$346K -424 -31%
CWM
1780
Cordatus Wealth Management
Pennsylvania
$817K +$22.8K +28 +3%
LIM
1781
Longfellow Investment Management
Massachusetts
$817K – – –
SCA
1782
Sandy Cove Advisors
Massachusetts
$816K +$16.3K +20 +2%
HAS
1783
HBW Advisory Services
California
$816K -$35.9K -44 -5%
PL
1784
Plancorp LLC
Missouri
$814K +$38.4K +47 +5%
AFM
1785
Abbot Financial Management
Massachusetts
$814K +$246K +302 +48%
KAM
1786
Knightsbridge Asset Management
California
$812K +$46.5K +57 +7%
OFS
1787
Orrstown Financial Services
Pennsylvania
$811K +$4.08K +5 +0.5%
WAM
1788
Worth Asset Management
Texas
$810K -$1.12M -1,374 -60%
PAA
1789
Peregrine Asset Advisers
Oregon
$810K -$816 -1 -0.1%
IIL
1790
Income Insurance Ltd
$810K +$751K +921 New
WP
1791
WealthShield Partners
North Carolina
$805K +$144K +176 +24%
SSC
1792
Syverson Strege & Co
Iowa
$804K -$31K -38 -4%
RBC
1793
Romano Brothers & Co
Illinois
$802K -$57.1K -70 -7%
LGA
1794
Lebenthal Global Advisors
New York
$797K +$102K +125 +16%
OL
1795
OneFund LLC
Florida
$797K +$38.4K +47 +5%
AWM
1796
Atticus Wealth Management
Florida
$797K – – –
BOM
1797
Bank of Marin
California
$795K – – –
WW
1798
Waterfront Wealth
Kansas
$795K +$6.53K +8 +0.9%
RFP
1799
Root Financial Partners
California
$792K +$127K +156 +21%
APWM
1800
Argonautica Private Wealth Management
Massachusetts
$788K -$41.6K -51 -5%
70 71
72
73 74