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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWS
2001
McCarter Private Wealth Services
Massachusetts
$723K +$210K +215 +43%
TIA
2002
Teucrium Investment Advisors
Vermont
$720K +$694K +712 New
SB
2003
Strategic Blueprint
Georgia
$718K +$130K +133 +23%
TIM
2004
Tortoise Investment Management
New York
$716K +$6.83K +7 +1%
JFGLC
2005
Johnson Financial Group LLC (Colorado)
Colorado
$716K +$171K +175 +33%
FWA
2006
FSM Wealth Advisors
Ohio
$712K +$61.4K +63 +10%
FOA
2007
Five Oceans Advisors
California
$712K +$4.88K +5 +0.7%
LI
2008
LifeWealth Investments
Florida
$709K +$11.7K +12 +2%
OGC
2009
Oak Grove Capital
New Hampshire
$708K -$2.92M -3,000 -81%
RC
2010
Rahlfs Capital
Texas
$708K – – –
SIM
2011
Samara Investment Management
Oregon
$705K +$28.3K +29 +4%
EV
2012
EJMK Ventures
Illinois
$704K -$59.5K -61 -8%
HPWM
2013
High Point Wealth Management
New Jersey
$703K +$21.4K +22 +3%
TA
2014
TKG Advisors
Indiana
$699K -$126K -129 -16%
FEM
2015
Fulcrum Equity Management
Texas
$699K -$14.6K -15 -2%
CG
2016
Clifford Group
Massachusetts
$699K – – –
CIS
2017
Capital International Sarl
California
$698K -$19.8M -20,314 -97%
KFA
2018
Krane Funds Advisors
New York
$698K -$160K -164 -19%
DMBA
2019
Deseret Mutual Benefit Administrators
Utah
$697K -$129K -132 -16%
PFA
2020
Peak Financial Advisors
Colorado
$696K -$11.7K -12 -2%
TSMHT
2021
Thurston Springer Miller Herd & Titak
Indiana
$695K +$587K +602 +708%
MWS
2022
MFA Wealth Services
California
$694K -$48.7K -50 -7%
TWA
2023
Tandem Wealth Advisors
Arizona
$694K +$35.1K +36 +6%
RA
2024
Rise Advisors
New York
$694K +$8.78K +9 +1%
IGAM
2025
iA Global Asset Management
Quebec, Canada
$690K -$18.1M -18,613 -96%
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