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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
UIA
1951
UBP Investment Advisors
Switzerland
– -$230K -600 Closed
WIC
1952
Willis Investment Counsel
Georgia
– -$227K -600 Closed
MAM
1953
Martingale Asset Management
Massachusetts
– -$222K -585 Closed
P
1954
&Partners
Tennessee
– -$215K -569 Closed
EFSCE
1955
Enterprise Financial Services Corp (EFSC)
Missouri
– -$214K -565 Closed
MFGM
1956
Marshall Financial Group (Maryland)
Maryland
– -$208K -551 Closed
PHK
1957
Point72 Hong Kong
Hong Kong
– -$197K -498 Closed
TFF
1958
The Family Firm
Maryland
– -$201K -492 Closed
LPARFS
1959
Leverage Partners Absolute Return Fund SPC
Cayman Islands
– -$181K -480 Closed
Q
1960
QVR
California
– -$150K -396 Closed
FCM
1961
Firestone Capital Management
Florida
– -$136K -357 Closed
HFS
1962
Hantz Financial Services
Michigan
– -$119K -314 Closed
GKWIM
1963
Gerber Kawasaki Wealth & Investment Management
California
– -$106K -281 Closed
LWM
1964
Liberty Wealth Management
California
– -$102K -270 Closed
GPA
1965
Guidance Point Advisors
Massachusetts
– -$63K -168 Closed
MFT
1966
Moisand Fitzgerald Tamayo
Florida
– -$60K -160 Closed
IWA
1967
IBEX Wealth Advisors
New Jersey
– -$51K -136 Closed
APP
1968
Alpha Paradigm Partners
Illinois
– -$50K -132 Closed
CPC
1969
Consolidated Planning Corp
Georgia
– -$33K -86 Closed
JPLA
1970
Joseph P. Lucia & Associates
New York
– -$29K -78 Closed
KIG
1971
Kowal Investment Group
Wisconsin
– -$26K -68 Closed
PWA
1972
Phoenix Wealth Advisors
North Carolina
– -$24K -64 Closed
SSC
1973
Syverson Strege & Co
Iowa
– -$23K -62 Closed
DOA
1974
D'Orazio & Associates
Virginia
– -$13K -35 Closed
CFA
1975
Cahill Financial Advisors
Minnesota
– -$9K -24 Closed
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