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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
1976
Resources Management Corp
Connecticut
$589K -$36.6K -41 -6%
IA
1977
Insight Advisors
Pennsylvania
$585K +$892 +1 +0.1%
OA
1978
Oasis Advisors
Iowa
$585K +$618K +693 New
CG
1979
Clifford Group
Massachusetts
$585K – – –
CL
1980
CVFG LLC
Indiana
$584K +$13.4K +15 +2%
LI
1981
LifeWealth Investments
Florida
$583K +$63.3K +71 +11%
FPCP
1982
Fort Point Capital Partners
California
$583K +$45.5K +51 +8%
RA
1983
Rise Advisors
New York
$582K +$2.68K +3 +0.4%
LCA
1984
Legend Capital Advisors
New York
$581K -$8.03K -9 -1%
AO
1985
Advisor OS
Illinois
$580K +$112K +126 +23%
PWA
1986
Portus Wealth Advisors
North Carolina
$577K +$41.9K +47 +7%
RA
1987
Rational Advisors
New York
$576K +$105K +118 +21%
SGWP
1988
Sun Group Wealth Partners
California
$575K +$148K +166 +32%
KA
1989
Kore Advisors
Florida
$575K – – –
CGA
1990
Crescent Grove Advisors
Illinois
$575K -$262K -294 -30%
AA
1991
Auxano Advisors
Washington
$574K – – –
BFWA
1992
Benchmark Financial Wealth Advisors
Florida
$574K +$11.6K +13 +2%
CFG
1993
Copley Financial Group
California
$574K -$58.9K -66 -9%
CBT
1994
Crews Bank & Trust
Florida
$572K – – –
SWGC
1995
Summit Wealth Group (Colorado)
Colorado
$571K +$210K +235 +53%
FWM
1996
Finer Wealth Management
Massachusetts
$571K -$7.14K -8 -1%
PCM
1997
Princeton Capital Management
New Jersey
$570K +$29.4K +33 +5%
TC
1998
TownSquare Capital
Utah
$570K +$5.35K +6 +0.9%
MCWA
1999
Meadow Creek Wealth Advisors
Georgia
$569K +$9.81K +11 +2%
FA
2000
Fountainhead AM
New Jersey
$569K +$74.9K +84 +14%
78 79
80
81 82