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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
LSL
1976
Legacy Solutions LLC
Pennsylvania
$289K +$281K +504 New
CGA
1977
Crescent Grove Advisors
Illinois
$287K +$51.9K +93 +23%
HDIM
1978
Hanson & Doremus Investment Management
Vermont
$287K -$26.8K -48 -9%
DAM
1979
Diamant Asset Management
Connecticut
$286K – – –
GI
1980
GS Investments
Minnesota
$286K – – –
HA
1981
Harbor Advisors
Florida
$286K – – –
MPWS
1982
McCarter Private Wealth Services
Massachusetts
$286K – – –
MMH
1983
Menora Mivtachim Holdings
Israel
$286K – – –
SWM
1984
Scissortail Wealth Management
Oklahoma
$286K +$278K +498 +24,900%
FC
1985
Fulcrum Capital
Washington
$286K +$279K +500 New
OHWA
1986
Oak Hill Wealth Advisors
Virginia
$286K +$279K +500 New
EBA
1987
Eagle Bay Advisors
New York
$286K -$72.5K -130 -21%
NOI
1988
Newton One Investments
Delaware
$286K +$1.67K +3 +0.6%
IWP
1989
Invenio Wealth Partners
Florida
$285K +$3.9K +7 +1%
LEA
1990
Legacy Edge Advisors
New York
$285K -$33.5K -60 -11%
CP
1991
Castleview Partners
Texas
$285K +$558 +1 +0.2%
DIM
1992
Delta Investment Management
California
$283K -$111K -199 -29%
SB
1993
Sunflower Bank
Texas
$282K +$3.9K +7 +1%
EL
1994
EWA LLC
Pennsylvania
$281K +$3.35K +6 +1%
AA
1995
Apriem Advisors
California
$281K +$5.58K +10 +2%
WCFA
1996
Walkner Condon Financial Advisors
Wisconsin
$281K +$3.9K +7 +1%
OPWM
1997
Oxinas Partners Wealth Management
Indiana
$281K – – –
A
1998
Argentarii
Ohio
$281K +$273K +490 New
AA
1999
Advisory Alpha
Michigan
$280K +$22.3K +40 +9%
LNB
2000
Ledyard National Bank
$278K +$8.93K +16 +3%
78 79
80
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