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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
PIP
1976
Peachtree Investment Partners
Florida
$450K +$104K +141 +33%
FWP
1977
Falcon Wealth Planning
California
$449K +$5.19K +7 +1%
WCFA
1978
Walkner Condon Financial Advisors
Wisconsin
$448K +$4.45K +6 +1%
AAMC
1979
Asset Allocation & Management Company
Illinois
$448K – – –
BFG
1980
Beacon Financial Group
Texas
$448K – – –
FCAS
1981
First Command Advisory Services
Texas
$448K +$1.48K +2 +0.4%
JJBC
1982
James J. Burns & Company
New York
$447K +$741 +1 +0.2%
NFC
1983
Northstar Financial Companies
Pennsylvania
$447K +$8.89K +12 +2%
NGA
1984
Naples Global Advisors
Florida
$446K -$1.48K -2 -0.4%
VCP
1985
Verus Capital Partners
Arizona
$445K +$23.7K +32 +6%
AFG
1986
ABLE Financial Group
Arizona
$445K +$2.22K +3 +0.5%
MCA
1987
Magnolia Capital Advisors
Mississippi
$445K +$41.5K +56 +11%
PMA
1988
Prudent Man Advisors
Illinois
$444K -$49.6K -67 -11%
DPI
1989
Diversified Portfolios Inc
Michigan
$444K – – –
LWANC
1990
Laurel Wealth Advisors (North Carolina)
North Carolina
$443K -$10.4K -14 -2%
HC
1991
Hara Capital
Washington
$442K -$74.1K -100 -15%
CP
1992
Castleview Partners
Texas
$442K -$17.8K -24 -4%
MA
1993
Mezzasalma Advisors
New Jersey
$441K – – –
AC
1994
Addison Capital
Pennsylvania
$440K -$2.22K -3 -0.5%
FDDB
1995
Fidelity D&D Bancorp
Pennsylvania
$440K – – –
CFD
1996
Creative Financial Designs
Indiana
$439K -$136K -183 -25%
TWA
1997
Tandem Wealth Advisors
Arizona
$439K +$104K +140 +34%
AIM
1998
Acropolis Investment Management
Missouri
$438K +$200K +270 +77%
PAS
1999
PKS Advisory Services
New York
$438K +$741 +1 +0.2%
RIA
2000
Regal Investment Advisors
Michigan
$437K +$45.9K +62 +13%
78 79
80
81 82