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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1976
Costello Asset Management
Pennsylvania
$25.1K – – –
AW
1977
Avion Wealth
Texas
$24K +$12K +31 +119%
MSG
1978
Main Street Group
Virginia
$23.6K – – –
ME
1979
McIlrath & Eck
Washington
$23.4K – – –
BWP
1980
Baldwin Wealth Partners
Massachusetts
$23K – – –
GJWM
1981
Gilliland Jeter Wealth Management
Arkansas
$22.6K +$21K +54 New
FFC
1982
First Financial Corp
Indiana
$22.6K +$12K +31 +135%
MBFW
1983
Morton Brown Family Wealth
Pennsylvania
$21.5K +$388 +1 +2%
TC
1984
Truvestments Capital
Florida
$21.4K – – –
FP
1985
Financial Perspectives
Minnesota
$21.1K -$776 -2 -4%
CT
1986
Cambridge Trust
Massachusetts
$20.9K – – –
MS
1987
Mizuho Securities
Japan
$20.9K +$19.4K +50 New
AFG
1988
Albion Financial Group
Utah
$20.1K +$1.16K +3 +7%
FRA
1989
Front Row Advisors
California
$19.6K +$15.9K +41 +683%
PA
1990
Pineridge Advisors
Missouri
$19.2K -$10.9K -28 -38%
HFS
1991
Horizon Financial Services
North Carolina
$18.8K +$17.5K +45 New
SIS
1992
Sound Income Strategies
Florida
$17.7K +$1.55K +4 +11%
AP
1993
Aspect Partners
Virginia
$17.1K – – –
WOC
1994
West Oak Capital
California
$17K – – –
TAM
1995
Tucker Asset Management
Colorado
$16.7K +$3.1K +8 +25%
VWA
1996
Valued Wealth Advisors
Utah
$16.4K +$3.88K +10 +34%
CFO
1997
CVA Family Office
Colorado
$15K +$388 +1 +3%
BCPWM
1998
Bradley & Co Private Wealth Management
Florida
$14.6K – – –
CAM
1999
ClariVest Asset Management
California
$14.6K +$1.94K +5 +17%
FCT
2000
First Community Trust
Iowa
$14.2K – – –
78 79
80
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