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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1951
Strategic Investment Solutions
Illinois
$116K +$100K +229 New
SWM
1952
Sugarloaf Wealth Management
Georgia
$116K -$439 -1 -0.4%
HNB
1953
Hilltop National Bank
Wyoming
$115K
WIM
1954
Westside Investment Management
California
$113K
BAM
1955
Byrne Asset Management
New Jersey
$111K -$5.7K -13 -5%
AIM
1956
Acropolis Investment Management
Missouri
$109K
MCA
1957
Maryland Capital Advisors
Maryland
$109K +$105K +240 New
PAG
1958
Paladin Advisory Group
Iowa
$108K
SC
1959
Solstein Capital
California
$107K
RFG
1960
RFP Financial Group
Georgia
$104K
USB
1961
Union Savings Bank
Connecticut
$104K +$19.7K +45 +24%
CA
1962
Continuum Advisory
Idaho
$102K +$33.3K +76 +51%
BONH
1963
Bank of New Hampshire
New Hampshire
$102K
LWCFA
1964
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$101K
BIA
1965
Bell Investment Advisors
California
$100K
VCM
1966
Versant Capital Management
Arizona
$98.2K +$66.3K +151 +229%
SN
1967
Sittner & Nelson
Oregon
$93.8K
JFA
1968
JNBA Financial Advisors
Minnesota
$91.4K -$10.1K -23 -10%
DMIC
1969
Dixon Mitchell Investment Counsel
British Columbia, Canada
$90.5K
GA
1970
GoalVest Advisory
New York
$90.5K
UIA
1971
Ulland Investment Advisors
Minnesota
$90K
BGAI
1972
Bruce G. Allen Investments
Colorado
$89.1K -$878 -2 -1%
CAS
1973
Coppell Advisory Solutions
Texas
$88.2K +$85.6K +195 New
CBT
1974
Central Bank & Trust
Kentucky
$86.8K
CCM
1975
Chilton Capital Management
Texas
$85.5K