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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1951
SFG Wealth Management
Maryland
$215K +$213K +435 New
WCM
1952
WealthBridge Capital Management
Ohio
$215K +$213K +435 New
MSA
1953
Marino Stram & Associates
Massachusetts
$213K +$211K +431 New
SHFA
1954
SC&H Financial Advisors
Maryland
$213K +$211K +431 New
WE
1955
Wealth Effects
Massachusetts
$213K -$34.2K -70 -14%
GKWIM
1956
Gerber Kawasaki Wealth & Investment Management
California
$212K +$210K +429 New
SIC
1957
Sterling Investment Counsel
New York
$212K +$209K +428 New
OIM
1958
Oder Investment Management
California
$212K +$209K +427 New
WRPWM
1959
Werba Rubin Papier Wealth Management
California
$211K +$208K +425 New
PWMG
1960
Pinnacle Wealth Management Group
Michigan
$210K +$208K +425 New
MFGM
1961
Marshall Financial Group (Maryland)
Maryland
$210K +$207K +424 New
ML
1962
McAdam LLC
Pennsylvania
$210K +$207K +423 New
SSWM
1963
Sheets Smith Wealth Management
North Carolina
$208K +$206K +421 New
HIC
1964
Harvey Investment Company
Kentucky
$208K +$205K +420 New
GCM
1965
Greenland Capital Management
New York
$208K +$205K +420 New
I
1966
INVST
Indiana
$207K -$54.3K -111 -21%
BI
1967
Beckerman Institutional
New Jersey
$206K +$203K +415 New
QT
1968
Quantbot Technologies
New York
$206K +$203K +416 New
LWANC
1969
Laurel Wealth Advisors (North Carolina)
North Carolina
$205K – – –
VFA
1970
Voya Financial Advisors
Connecticut
$205K -$487K -995 -71%
WAG
1971
Winthrop Advisory Group
Massachusetts
$205K +$202K +414 New
FEM
1972
Fulcrum Equity Management
Texas
$203K -$16.1K -33 -7%
SDAM
1973
Shulman DeMeo Asset Management
New York
$203K +$201K +411 New
FWA
1974
FSM Wealth Advisors
Ohio
$203K +$201K +410 New
CGA
1975
Crescent Grove Advisors
Illinois
$203K +$200K +409 New
77 78
79
80 81