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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1976
Insight Advisors
Pennsylvania
$607K -$2.45K -3 -0.4%
FEM
1977
Fulcrum Equity Management
Texas
$605K +$226K +277 +67%
FWM
1978
Finer Wealth Management
Massachusetts
$600K -$96.3K -118 -15%
HIG
1979
Heritage Investment Group
Florida
$599K +$9.79K +12 +2%
3IP
1980
3Chopt Investment Partners
Virginia
$599K +$28.6K +35 +5%
KA
1981
Kore Advisors
Florida
$598K – – –
AA
1982
Auxano Advisors
Washington
$597K – – –
RGC
1983
Roberts, Glore & Co
Illinois
$596K -$28.6K -35 -5%
AIM
1984
Athena Investment Management
California
$596K -$16.3K -20 -3%
CBT
1985
Crews Bank & Trust
Florida
$594K +$6.53K +8 +1%
CL
1986
CVFG LLC
Indiana
$593K -$81.6K -100 -13%
CNTOF
1987
Canandaigua National Trust of Florida
New York
$592K +$2.45K +3 +0.4%
RA
1988
Rise Advisors
New York
$592K -$14.7K -18 -3%
WE
1989
Wealth Effects
Massachusetts
$590K +$12.2K +15 +2%
BWM
1990
Bullock Wealth Management
Indiana
$590K +$4.08K +5 +0.8%
PIWA
1991
Prevail Innovative Wealth Advisors
Kansas
$590K +$4.08K +5 +0.8%
AWM
1992
Accel Wealth Management
Iowa
$587K -$29.4K -36 -5%
TC
1993
TownSquare Capital
Utah
$586K +$18K +22 +3%
TA
1994
Tactive Advisors
Florida
$585K -$51.4K -63 -9%
TFIPS
1995
Towarzystwo Funduszy Inwestycyjnych PZU SA
$585K +$249K +305 +85%
BFWA
1996
Benchmark Financial Wealth Advisors
Florida
$584K +$45.7K +56 +9%
4A
1997
4Wealth Advisors
Illinois
$583K -$22K -27 -4%
SIA
1998
SkyView Investment Advisors
New Jersey
$582K – – –
MCWA
1999
Meadow Creek Wealth Advisors
Georgia
$582K +$20.4K +25 +4%
FCG
2000
Fielder Capital Group
Tennessee
$580K -$36.7K -45 -6%
78 79
80
81 82