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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1976
Ceeto Capital Group
Florida
$592K – – –
SPWM
1977
Schrum Private Wealth Management
Florida
$591K – – –
FOA
1978
Five Oceans Advisors
California
$591K -$1.78K -2 -0.3%
SGCM
1979
Sanchez Gaunt Capital Management
Nevada
$590K +$622K +697 New
RMC
1980
Resources Management Corp
Connecticut
$589K -$36.6K -41 -6%
IA
1981
Insight Advisors
Pennsylvania
$585K +$892 +1 +0.1%
OA
1982
Oasis Advisors
Iowa
$585K +$618K +693 New
CG
1983
Clifford Group
Massachusetts
$585K – – –
CL
1984
CVFG LLC
Indiana
$584K +$13.4K +15 +2%
LI
1985
LifeWealth Investments
Florida
$583K +$63.3K +71 +11%
FPCP
1986
Fort Point Capital Partners
California
$583K +$45.5K +51 +8%
RA
1987
Rise Advisors
New York
$582K +$2.68K +3 +0.4%
LCA
1988
Legend Capital Advisors
New York
$581K -$8.03K -9 -1%
AO
1989
Advisor OS
Illinois
$580K +$112K +126 +23%
PWA
1990
Portus Wealth Advisors
North Carolina
$577K +$41.9K +47 +7%
RA
1991
Rational Advisors
New York
$576K +$105K +118 +21%
SGWP
1992
Sun Group Wealth Partners
California
$575K +$148K +166 +32%
KA
1993
Kore Advisors
Florida
$575K – – –
CGA
1994
Crescent Grove Advisors
Illinois
$575K -$262K -294 -30%
AA
1995
Auxano Advisors
Washington
$574K – – –
BFWA
1996
Benchmark Financial Wealth Advisors
Florida
$574K +$11.6K +13 +2%
CFG
1997
Copley Financial Group
California
$574K -$58.9K -66 -9%
CBT
1998
Crews Bank & Trust
Florida
$572K – – –
SWGC
1999
Summit Wealth Group (Colorado)
Colorado
$571K +$210K +235 +53%
BWM
2000
Bullock Wealth Management
Indiana
$571K -$6.25K -7 -1%
78 79
80
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