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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1976
TownSquare Capital
Utah
$747K +$63.4K +65 +10%
BWM
1977
Birchcreek Wealth Management
Ohio
$745K +$19.5K +20 +3%
CFD
1978
Creative Financial Designs
Indiana
$744K +$31.2K +32 +5%
NGA
1979
Naples Global Advisors
Florida
$743K +$138K +142 +24%
TWP
1980
Tower Wealth Partners
Pennsylvania
$742K -$40K -41 -5%
WAU
1981
Wellington-Altus USA
Manitoba, Canada
$739K -$31.2K -32 -4%
PFG
1982
PAX Financial Group
Texas
$736K +$122K +125 +21%
WTA
1983
Washington Trust Advisors
Massachusetts
$735K -$151K -155 -18%
BI
1984
Bolthouse Investments
California
$735K – – –
WPW
1985
Waldron Private Wealth
Pennsylvania
$732K -$43.9K -45 -6%
PCM
1986
Penserra Capital Management
California
$731K +$682K +700 +2,917%
BCA
1987
Bay Capital Advisors
Virginia
$731K -$8.78K -9 -1%
PCM
1988
Poehling Capital Management
Wisconsin
$730K -$4.59M -4,705 -87%
DM
1989
Diversified Management
Wisconsin
$730K -$4.07M -4,173 -85%
WCM
1990
Washburn Capital Management
Florida
$730K +$393K +403 +126%
RFA
1991
Reyes Financial Architecture
California
$730K -$79K -81 -10%
IA
1992
Insight Advisors
Pennsylvania
$729K +$28.3K +29 +4%
MBWA
1993
Marin Bay Wealth Advisors
California
$729K +$19.5K +20 +3%
SIA
1994
Strategic Investment Advisors
Michigan
$729K -$6.83K -7 -1%
WKWM
1995
Walter & Keenan Wealth Management
Indiana
$726K +$11.7K +12 +2%
NLP
1996
Next Level Private
New York
$726K -$9.75K -10 -1%
GAA
1997
Global Assets Advisory
Florida
$725K -$9.75K -10 -1%
AB
1998
Atlas Brown
Kentucky
$725K +$276K +283 +65%
TWM
1999
Tradition Wealth Management
Minnesota
$724K -$58.5K -60 -8%
FA
2000
Fortis Advisors
Pennsylvania
$723K – – –
78 79
80
81 82