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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
HIG
1976
Heritage Investment Group
Florida
$599K +$9.79K +12 +2%
3IP
1977
3Chopt Investment Partners
Virginia
$599K +$28.6K +35 +5%
KA
1978
Kore Advisors
Florida
$598K – – –
AA
1979
Auxano Advisors
Washington
$597K – – –
RGC
1980
Roberts, Glore & Co
Illinois
$596K -$28.6K -35 -5%
AIM
1981
Athena Investment Management
California
$596K -$16.3K -20 -3%
CBT
1982
Crews Bank & Trust
Florida
$594K +$6.53K +8 +1%
CL
1983
CVFG LLC
Indiana
$593K -$81.6K -100 -13%
CNTOF
1984
Canandaigua National Trust of Florida
New York
$592K +$2.45K +3 +0.4%
RA
1985
Rise Advisors
New York
$592K -$14.7K -18 -3%
WE
1986
Wealth Effects
Massachusetts
$590K +$12.2K +15 +2%
PIWA
1987
Prevail Innovative Wealth Advisors
Kansas
$590K +$4.08K +5 +0.8%
AWM
1988
Accel Wealth Management
Iowa
$587K -$29.4K -36 -5%
TC
1989
TownSquare Capital
Utah
$586K +$18K +22 +3%
TA
1990
Tactive Advisors
Florida
$585K -$51.4K -63 -9%
TFIPS
1991
Towarzystwo Funduszy Inwestycyjnych PZU SA
$585K +$249K +305 +85%
BFWA
1992
Benchmark Financial Wealth Advisors
Florida
$584K +$45.7K +56 +9%
4A
1993
4Wealth Advisors
Illinois
$583K -$22K -27 -4%
SIA
1994
SkyView Investment Advisors
New Jersey
$582K – – –
MCWA
1995
Meadow Creek Wealth Advisors
Georgia
$582K +$20.4K +25 +4%
FCG
1996
Fielder Capital Group
Tennessee
$580K -$36.7K -45 -6%
TWA
1997
Tandem Wealth Advisors
Arizona
$576K +$84.9K +104 +19%
SHWA
1998
Safe Harbor Wealth Advisors
Ohio
$575K +$519K +636 New
LWM
1999
Lyell Wealth Management
California
$575K +$54.7K +67 +11%
BI
2000
Ballast Inc
Kentucky
$574K +$18K +22 +3%
78 79
80
81 82