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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
1976
Morris Financial Concepts
South Carolina
$384K -$1.74K -3 -0.6%
LEA
1977
Legacy Edge Advisors
New York
$384K +$12.7K +22 +4%
IWA
1978
IVC Wealth Advisors
Pennsylvania
$382K +$1.74K +3 +0.6%
SIC
1979
Shoker Investment Counsel
Ohio
$381K -$2.28M -3,934 -88%
CFS
1980
Coordinated Financial Services
Colorado
$381K -$94.5K -163 -23%
MEAC
1981
M.E. Allison & Co
Texas
$380K – – –
ICP
1982
Interchange Capital Partners
Pennsylvania
$380K +$23.8K +41 +8%
BI
1983
Bolthouse Investments
California
$379K – – –
CW
1984
Channel Wealth
California
$378K +$1.74K +3 +0.6%
PHWM
1985
Pine Harbor Wealth Management
Maryland
$377K – – –
ST
1986
Sentinel Trust
Texas
$377K – – –
MCM
1987
Morton Capital Management
California
$377K – – –
TLCM
1988
Twin Lakes Capital Management
California
$375K +$579 +1 +0.2%
V
1989
ViaWealth
Kansas
$374K +$579 +1 +0.2%
TF
1990
Tudor Financial
Ohio
$373K -$1.74K -3 -0.6%
VCP
1991
Verus Capital Partners
Arizona
$373K -$240K -415 -44%
QFA
1992
Quantum Financial Advisors
California
$372K – – –
SLT
1993
St Louis Trust
Missouri
$371K – – –
GDP
1994
Great Diamond Partners
Maine
$369K -$13.9K -24 -4%
MFGM
1995
Marshall Financial Group (Maryland)
Maryland
$368K -$34.2K -59 -10%
RT
1996
Rockland Trust
Massachusetts
$368K -$231K -398 -43%
NS
1997
NBC Securities
Alabama
$367K +$44.6K +77 +17%
TWM
1998
Tripletail Wealth Management
Florida
$367K +$296K +510 New
BWM
1999
Bulltick Wealth Management
Florida
$366K +$300K +517 New
VFM
2000
Vision Financial Markets
Connecticut
$366K +$579 +1 +0.2%
78 79
80
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