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Goldman Sachs

Name Holding Trade Value Shares
Change
Change in
Stake
RTC
1976
Real Talk Capital
Tennessee
$304K -$13.8K -23 -4%
MCI
1977
MRP Capital Investments
Georgia
$303K -$21.1K -35 -6%
MA
1978
Mezzasalma Advisors
New Jersey
$303K – – –
OWP
1979
Obermeyer Wealth Partners
Colorado
$303K +$114K +189 +52%
SIA
1980
SGL Investment Advisors
Montana
$302K +$80.6K +134 +34%
GEA
1981
Glen Eagle Advisors
New Jersey
$301K -$9.63K -16 -3%
ZBNA
1982
Zions Bancorporation, National Association
Utah
$301K +$332K +551 New
SIC
1983
Sterling Investment Counsel
New York
$301K +$60.8K +101 +22%
AIMA
1984
Ables Iannone Moore & Associates
Georgia
$299K – – –
BWM
1985
Bullock Wealth Management
Indiana
$299K +$3.61K +6 +1%
CAI
1986
Capital Advisors Inc
Oklahoma
$299K +$21.1K +35 +7%
NCM
1987
Northside Capital Management
Oregon
$299K – – –
CVM
1988
Cheviot Value Management
California
$298K – – –
VCM
1989
Virtue Capital Management
Tennessee
$298K +$329K +546 New
MFC
1990
Morris Financial Concepts
South Carolina
$298K +$5.42K +9 +2%
GDP
1991
Great Diamond Partners
Maine
$298K +$10.2K +17 +3%
FPW
1992
Flagship Private Wealth
Massachusetts
$297K – – –
DMBA
1993
Deseret Mutual Benefit Administrators
Utah
$297K -$31.3K -52 -9%
BI
1994
Beckerman Institutional
New Jersey
$296K +$72.2K +120 +29%
IA
1995
Insight Advisors
Pennsylvania
$294K -$4.81K -8 -1%
MEAC
1996
M.E. Allison & Co
Texas
$293K – – –
IWA
1997
IVC Wealth Advisors
Pennsylvania
$293K +$7.82K +13 +2%
NFC
1998
Northstar Financial Companies
Pennsylvania
$293K +$4.81K +8 +2%
OWA
1999
Opal Wealth Advisors
New York
$293K -$90.3K -150 -22%
BI
2000
Bolthouse Investments
California
$292K – – –