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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1976
Mezzasalma Advisors
New Jersey
$303K – – –
OWP
1977
Obermeyer Wealth Partners
Colorado
$303K +$114K +189 +52%
SIA
1978
SGL Investment Advisors
Montana
$302K +$80.6K +134 +34%
GEA
1979
Glen Eagle Advisors
New Jersey
$301K -$9.63K -16 -3%
ZBNA
1980
Zions Bancorporation, National Association
Utah
$301K +$332K +551 New
SIC
1981
Sterling Investment Counsel
New York
$301K +$60.8K +101 +22%
AIMA
1982
Ables Iannone Moore & Associates
Georgia
$299K – – –
CAI
1983
Capital Advisors Inc
Oklahoma
$299K +$21.1K +35 +7%
NCM
1984
Northside Capital Management
Oregon
$299K – – –
CVM
1985
Cheviot Value Management
California
$298K – – –
VCM
1986
Virtue Capital Management
Tennessee
$298K +$329K +546 New
MFC
1987
Morris Financial Concepts
South Carolina
$298K +$5.42K +9 +2%
GDP
1988
Great Diamond Partners
Maine
$298K +$10.2K +17 +3%
FPW
1989
Flagship Private Wealth
Massachusetts
$297K – – –
DMBA
1990
Deseret Mutual Benefit Administrators
Utah
$297K -$31.3K -52 -9%
BI
1991
Beckerman Institutional
New Jersey
$296K +$72.2K +120 +29%
IA
1992
Insight Advisors
Pennsylvania
$294K -$4.81K -8 -1%
MEAC
1993
M.E. Allison & Co
Texas
$293K – – –
IWA
1994
IVC Wealth Advisors
Pennsylvania
$293K +$7.82K +13 +2%
NFC
1995
Northstar Financial Companies
Pennsylvania
$293K +$4.81K +8 +2%
OWA
1996
Opal Wealth Advisors
New York
$293K -$90.3K -150 -22%
BI
1997
Bolthouse Investments
California
$292K – – –
EHC
1998
Everett Harris & Co
California
$291K -$3.61K -6 -1%
PHWM
1999
Pine Harbor Wealth Management
Maryland
$291K – – –
ST
2000
Sentinel Trust
Texas
$291K -$216K -359 -40%
78 79
80
81 82