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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
1901
Morton Brown Family Wealth
Pennsylvania
$19.7K +$17K +51 New
CT
1902
Cambridge Trust
Massachusetts
$19.3K -$13.7K -41 -45%
AP
1903
Arlington Partners
Alabama
$19.3K +$8.34K +25 +100%
CTC
1904
Cetera Trust Company
Minnesota
$19.3K +$16.7K +50 New
AFG
1905
Albion Financial Group
Utah
$17.4K – – –
CAM
1906
Creekmur Asset Management
Illinois
$16.6K +$14.4K +43 New
HIM
1907
Hillsdale Investment Management
Ontario, Canada
$16.6K -$56.7K -170 -80%
SA
1908
Scarborough Advisors
Maryland
$16.6K +$14.4K +43 New
AP
1909
Aspect Partners
Virginia
$15.8K +$13.7K +41 New
BCM
1910
Bourgeon Capital Management
Connecticut
$15.4K – – –
WOC
1911
West Oak Capital
California
$15K – – –
SIS
1912
Sound Income Strategies
Florida
$14.8K -$1.33K -4 -10%
SAG
1913
Spotlight Asset Group
Illinois
$13.6K – – –
BCPWM
1914
Bradley & Co Private Wealth Management
Florida
$13.5K – – –
CFO
1915
CVA Family Office
Colorado
$13.5K +$11.7K +35 New
FCT
1916
First Community Trust
Iowa
$13.1K – – –
ETC
1917
Exchange Traded Concepts
Oklahoma
$12.7K -$7.41M -22,198 -100%
VCM
1918
Versant Capital Management
Arizona
$12.3K -$68.8K -206 -87%
TAM
1919
Tucker Asset Management
Colorado
$12.3K – – –
MSE
1920
MUFG Securities EMEA
United Kingdom
$12K – – –
FFA
1921
Frazier Financial Advisors
Ohio
$12K +$10.3K +31 New
DIP
1922
DT Investment Partners
Pennsylvania
$11.6K +$10K +30 New
CAM
1923
ClariVest Asset Management
California
$11.6K +$334 +1 +3%
TCG
1924
Transcendent Capital Group
Oklahoma
$11.6K +$10K +30 New
CPG
1925
Cornerstone Planning Group
New Jersey
$11.2K -$9.68K -29 -50%
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77
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