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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
2201
HM Payson & Co
Maine
$511K +$114K +117 +30%
OPWM
2202
Oxinas Partners Wealth Management
Indiana
$511K -$975 -1 -0.2%
HBT
2203
Heartland Bank & Trust
Illinois
$509K +$189K +194 +63%
MSWM
2204
McGlone Suttner Wealth Management
Wisconsin
$508K +$23.4K +24 +5%
CI
2205
Clal Insurance
Israel
$506K +$487K +500 New
DAM
2206
Diamant Asset Management
Connecticut
$506K -$412M -422,495 -100%
CCM
2207
Consolidated Capital Management
California
$506K – – –
EP
2208
Essential Planning
New Hampshire
$506K – – –
GI
2209
GS Investments
Minnesota
$506K – – –
HA
2210
Harbor Advisors
Florida
$506K – – –
SWM
2211
Scissortail Wealth Management
Oklahoma
$506K – – –
TF
2212
Tompkins Financial
New York
$506K – – –
AP
2213
Advisortrust Partners
North Carolina
$504K -$55.6K -57 -10%
AIMA
2214
Ables Iannone Moore & Associates
Georgia
$504K -$48.7K -50 -9%
SGFG
2215
Silver Grove Financial Group
New York
$503K +$8.78K +9 +2%
VFM
2216
Vision Financial Markets
Connecticut
$502K – – –
WWM
2217
Westwood Wealth Management
California
$501K -$48.7K -50 -9%
LSL
2218
Legacy Solutions LLC
Pennsylvania
$500K +$8.78K +9 +2%
SFG
2219
Sovereign Financial Group
Connecticut
$500K -$41.9K -43 -8%
RA
2220
Riversedge Advisors
Delaware
$499K +$21.4K +22 +5%
NFC
2221
Northstar Financial Companies
Pennsylvania
$499K +$975 +1 +0.2%
TBT
2222
Texas Bank & Trust
Texas
$499K – – –
IWA
2223
IVC Wealth Advisors
Pennsylvania
$498K -$3.9K -4 -0.8%
MFC
2224
Morris Financial Concepts
South Carolina
$498K – – –
CFG
2225
Copley Financial Group
California
$496K -$183K -188 -28%
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89
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