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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1976
Washburn Capital Management
Florida
$730K +$393K +403 +126%
RFA
1977
Reyes Financial Architecture
California
$730K -$79K -81 -10%
IA
1978
Insight Advisors
Pennsylvania
$729K +$28.3K +29 +4%
MBWA
1979
Marin Bay Wealth Advisors
California
$729K +$19.5K +20 +3%
SIA
1980
Strategic Investment Advisors
Michigan
$729K -$6.83K -7 -1%
WKWM
1981
Walter & Keenan Wealth Management
Indiana
$726K +$11.7K +12 +2%
NLP
1982
Next Level Private
New York
$726K -$9.75K -10 -1%
GAA
1983
Global Assets Advisory
Florida
$725K -$9.75K -10 -1%
AB
1984
Atlas Brown
Kentucky
$725K +$276K +283 +65%
TWM
1985
Tradition Wealth Management
Minnesota
$724K -$58.5K -60 -8%
FA
1986
Fortis Advisors
Pennsylvania
$723K – – –
MPWS
1987
McCarter Private Wealth Services
Massachusetts
$723K +$210K +215 +43%
TIA
1988
Teucrium Investment Advisors
Vermont
$720K +$694K +712 New
SB
1989
Strategic Blueprint
Georgia
$718K +$130K +133 +23%
TIM
1990
Tortoise Investment Management
New York
$716K +$6.83K +7 +1%
JFGLC
1991
Johnson Financial Group LLC (Colorado)
Colorado
$716K +$171K +175 +33%
FWA
1992
FSM Wealth Advisors
Ohio
$712K +$61.4K +63 +10%
FOA
1993
Five Oceans Advisors
California
$712K +$4.88K +5 +0.7%
LI
1994
LifeWealth Investments
Florida
$709K +$11.7K +12 +2%
OGC
1995
Oak Grove Capital
New Hampshire
$708K -$2.92M -3,000 -81%
RC
1996
Rahlfs Capital
Texas
$708K – – –
SIM
1997
Samara Investment Management
Oregon
$705K +$28.3K +29 +4%
EV
1998
EJMK Ventures
Illinois
$704K -$59.5K -61 -8%
HPWM
1999
High Point Wealth Management
New Jersey
$703K +$21.4K +22 +3%
TA
2000
TKG Advisors
Indiana
$699K -$126K -129 -16%
78 79
80
81 82