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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
1951
Quantum Financial Advisors
California
$301K – – –
ICP
1952
Interchange Capital Partners
Pennsylvania
$301K +$33.5K +60 +13%
FA
1953
Faithward Advisors
Pennsylvania
$301K -$306K -548 -51%
DIA
1954
Dana Investment Advisors
Wisconsin
$301K +$293K +525 New
SOS
1955
Silver Oak Securities
Tennessee
$300K +$292K +524 New
IWA
1956
IVC Wealth Advisors
Pennsylvania
$300K +$1.12K +2 +0.4%
CCG
1957
Coastwise Capital Group
California
$299K -$457K -819 -61%
AWM
1958
Act Wealth Management
Texas
$298K -$6.14K -11 -2%
HAS
1959
HBW Advisory Services
California
$298K +$291K +521 New
TF
1960
Tudor Financial
Ohio
$298K +$33.5K +60 +13%
MWM
1961
Mittelman Wealth Management
Massachusetts
$298K -$153K -274 -35%
FCB
1962
First County Bank
Connecticut
$297K -$93.2K -167 -24%
V
1963
ViaWealth
Kansas
$297K -$15.1K -27 -5%
OC
1964
Oakworth Capital
Alabama
$297K +$79.2K +142 +38%
CMI
1965
Clare Market Investments
Texas
$296K +$1.12K +2 +0.4%
GCM
1966
GoodHaven Capital Management
New Jersey
$295K – – –
PFA
1967
Pathway Financial Advisors
Vermont
$295K -$6.14K -11 -2%
KAM
1968
Knightsbridge Asset Management
California
$295K -$7.25K -13 -2%
NCTC
1969
New Covenant Trust Company
Indiana
$294K -$6.69K -12 -2%
CAI
1970
Capital Advisors Inc
Oklahoma
$293K +$59.7K +107 +26%
JJBC
1971
James J. Burns & Company
New York
$293K +$1.12K +2 +0.4%
EIA
1972
Edgemoor Investment Advisors
Maryland
$292K – – –
CFS
1973
Coordinated Financial Services
Colorado
$291K +$284K +509 New
IAMOG
1974
Investors Asset Management of Georgia
Georgia
$291K – – –
VFG
1975
V2 Financial group
Illinois
$291K – – –
77 78
79
80 81