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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCAL
1976
City Center Advisors LLC
Michigan
$202K +$200K +408 New
DOA
1977
D'Orazio & Associates
Virginia
$202K +$200K +408 New
HGERS
1978
Householder Group Estate & Retirement Specialist
Arizona
$202K – – –
SPA
1979
Sherbrooke Park Advisers
New York
$202K -$290K -593 -59%
CHC
1980
City Holding Co
West Virginia
$202K – – –
MFWP
1981
Mosaic Family Wealth Partners
Missouri
$201K -$17.6K -36 -8%
WCM
1982
Wallace Capital Management
Texas
$201K +$199K +406 New
SFS
1983
Stiles Financial Services
Minnesota
$200K +$198K +404 New
CAI
1984
Capital Advisors Inc
Oklahoma
$200K -$378K -773 -66%
AEPWM
1985
Atlantic Edge Private Wealth Management
Florida
$200K – – –
NC
1986
nVerses Capital
Florida
$198K -$391K -800 -67%
NS
1987
NBC Securities
Alabama
$197K -$5.38K -11 -3%
ITIM
1988
Indiana Trust & Investment Management
Indiana
$197K +$2.45K +5 +1%
AWM
1989
Atticus Wealth Management
Florida
$188K – – –
OC
1990
Oakworth Capital
Alabama
$186K +$9.29K +19 +5%
CCC
1991
Chelsea Counsel Company
California
$186K +$147K +300 +400%
GJWM
1992
Gilliland Jeter Wealth Management
Arkansas
$180K – – –
CAL
1993
Capital Advisors Ltd
Ohio
$174K +$4.89K +10 +3%
JSAM
1994
J. Safra Asset Management
New York
$172K +$37.7K +77 +29%
MIM
1995
Macroview Investment Management
Maryland
$171K +$14.7K +30 +10%
MWA
1996
Miller Wealth Advisors
Colorado
$170K – – –
CA
1997
Continuum Advisory
Idaho
$170K +$30.3K +62 +27%
AIM
1998
Acropolis Investment Management
Missouri
$169K +$48.9K +100 +41%
GWSG
1999
GPS Wealth Strategies Group
Colorado
$167K +$12.7K +26 +8%
PFG
2000
Peterson Financial Group
Iowa
$163K +$161K +330 New
78 79
80
81 82