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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
1926
Talisman Wealth Advisors
New Jersey
$224K +$220K +449 New
BFWM
1927
Bright Futures Wealth Management
New York
$223K +$208K +426 New
TCM
1928
Tandem Capital Management
New Jersey
$223K -$29.3K -60 -12%
RWM
1929
Rezny Wealth Management
Florida
$223K – – –
CWM
1930
Cherrydale Wealth Management
New Jersey
$223K – – –
AA
1931
Advisory Alpha
Michigan
$223K +$2.94K +6 +1%
LAM
1932
Lifestyle Asset Management
Texas
$223K -$11.3K -23 -5%
NED
1933
Nancy E. Dempze
$223K +$220K +450 New
CW
1934
CIC Wealth
Maryland
$222K – – –
LSA
1935
Lansing Street Advisors
Pennsylvania
$222K +$489 +1 +0.2%
EBWM
1936
Eagle Bluffs Wealth Management
Missouri
$222K – – –
FWM
1937
Forza Wealth Management
Florida
$221K +$219K +447 New
IB
1938
Intrust Bank
Kansas
$221K – – –
NJBEST
1939
New Jersey Better Educational Savings Trust
New Jersey
$220K – – –
UF
1940
Univest Financial
Pennsylvania
$220K +$218K +445 New
BCM
1941
BluePath Capital Management
Georgia
$220K +$217K +443 New
B
1942
Bailard
California
$219K -$38.6K -79 -15%
SP
1943
Successful Portfolios
Florida
$219K -$4.89K -10 -2%
OFW
1944
Omnia Family Wealth
Florida
$219K +$217K +443 New
HAIM
1945
Hunter Associates Investment Management
Pennsylvania
$218K +$215K +440 New
AGC
1946
Aspen Grove Capital
Colorado
$218K -$7.83K -16 -4%
BCM
1947
Boltwood Capital Management
California
$215K +$213K +435 New
CTA
1948
Chesley Taft & Associates
Illinois
$215K +$213K +435 New
SWM
1949
SFG Wealth Management
Maryland
$215K +$213K +435 New
WCM
1950
WealthBridge Capital Management
Ohio
$215K +$213K +435 New
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78
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