We are live on ! Find out more
GS icon

Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
RPWA
1976
Regent Peak Wealth Advisors
Georgia
– -$206K -538 Closed
FMN
1977
Financial Management Network
California
– -$219K -537 Closed
FFMBT
1978
First Farmers & Merchants Bank Trust
Tennessee
– -$205K -537 Closed
TCM
1979
Tandem Capital Management
New Jersey
– -$205K -536 Closed
GBT
1980
Grove Bank & Trust
Florida
– -$204K -534 Closed
KCM
1981
KRS Capital Management
Michigan
– -$203K -532 Closed
JWS
1982
Juncture Wealth Strategies
Arizona
– -$203K -531 Closed
TPA
1983
Trivium Point Advisory
Connecticut
– -$203K -530 Closed
GCA
1984
Genesee Capital Advisors
New York
– -$202K -529 Closed
AW
1985
ACG Wealth
Georgia
– -$202K -528 Closed
CWA
1986
Canvas Wealth Advisors
Kansas
– -$202K -527 Closed
BTW
1987
Boston Trust Walden
Massachusetts
– -$201K -526 Closed
LJAC
1988
L.J. Altfest & Co
New York
– -$200K -524 Closed
CVM
1989
Cheviot Value Management
California
– -$200K -523 Closed
AWM
1990
Alterna Wealth Management
Texas
– -$200K -522 Closed
SIM
1991
SSI Investment Management
California
– -$201K -521 Closed
ACM
1992
Antonetti Capital Management
Florida
– -$191K -500 Closed
SWM
1993
Scissortail Wealth Management
Oklahoma
– -$191K -500 Closed
CCM
1994
Chilton Capital Management
Texas
– -$135K -353 Closed
BHWM
1995
Beaird Harris Wealth Management
Texas
– -$134K -350 Closed
AWA
1996
Amplius Wealth Advisors
Pennsylvania
– -$128K -337 Closed
GGHC
1997
Gilder Gagnon Howe & Co
New York
– -$123K -322 Closed
PCMC
1998
Paragon Capital Management (Colorado)
Colorado
– -$115K -300 Closed
USGIU
1999
U.S. Global Investors (USGI)
Texas
– -$115K -300 Closed
SFO
2000
Standard Family Office
South Dakota
– -$109K -286 Closed