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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
1951
J. Safra Asset Management
New York
$121K +$77.2K +176 +191%
CWC
1952
Carolinas Wealth Consulting
North Carolina
$120K -$1.75K -4 -1%
SIS
1953
Strategic Investment Solutions
Illinois
$116K +$100K +229 New
SWM
1954
Sugarloaf Wealth Management
Georgia
$116K -$439 -1 -0.4%
HNB
1955
Hilltop National Bank
Wyoming
$115K – – –
WIM
1956
Westside Investment Management
California
$113K – – –
BAM
1957
Byrne Asset Management
New Jersey
$111K -$5.7K -13 -5%
AIM
1958
Acropolis Investment Management
Missouri
$109K – – –
MCA
1959
Maryland Capital Advisors
Maryland
$109K +$105K +240 New
PAG
1960
Paladin Advisory Group
Iowa
$108K – – –
SC
1961
Solstein Capital
California
$107K – – –
RFG
1962
RFP Financial Group
Georgia
$104K – – –
USB
1963
Union Savings Bank
Connecticut
$104K +$19.7K +45 +24%
CA
1964
Continuum Advisory
Idaho
$102K +$33.3K +76 +51%
BONH
1965
Bank of New Hampshire
New Hampshire
$102K – – –
LWCFA
1966
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$101K – – –
BIA
1967
Bell Investment Advisors
California
$100K – – –
VCM
1968
Versant Capital Management
Arizona
$98.2K +$66.3K +151 +229%
SN
1969
Sittner & Nelson
Oregon
$93.8K – – –
JFA
1970
JNBA Financial Advisors
Minnesota
$91.4K -$10.1K -23 -10%
DMIC
1971
Dixon Mitchell Investment Counsel
British Columbia, Canada
$90.5K – – –
GA
1972
GoalVest Advisory
New York
$90.5K – – –
UIA
1973
Ulland Investment Advisors
Minnesota
$90K – – –
BGAI
1974
Bruce G. Allen Investments
Colorado
$89.1K -$878 -2 -1%
CAS
1975
Coppell Advisory Solutions
Texas
$88.2K +$85.6K +195 New
77 78
79
80 81