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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
FEM
2001
Fulcrum Equity Management
Texas
$699K -$14.6K -15 -2%
CG
2002
Clifford Group
Massachusetts
$699K – – –
CIS
2003
Capital International Sarl
California
$698K -$19.8M -20,314 -97%
KFA
2004
Krane Funds Advisors
New York
$698K -$160K -164 -19%
DMBA
2005
Deseret Mutual Benefit Administrators
Utah
$697K -$129K -132 -16%
PFA
2006
Peak Financial Advisors
Colorado
$696K -$11.7K -12 -2%
TSMHT
2007
Thurston Springer Miller Herd & Titak
Indiana
$695K +$587K +602 +708%
MWS
2008
MFA Wealth Services
California
$694K -$48.7K -50 -7%
TWA
2009
Tandem Wealth Advisors
Arizona
$694K +$35.1K +36 +6%
RA
2010
Rise Advisors
New York
$694K +$8.78K +9 +1%
IGAM
2011
iA Global Asset Management
Quebec, Canada
$690K -$18.1M -18,613 -96%
CCG
2012
Ceeto Capital Group
Florida
$688K -$19.5K -20 -3%
KA
2013
Kore Advisors
Florida
$688K – – –
AA
2014
Auxano Advisors
Washington
$687K – – –
RMC
2015
Resources Management Corp
Connecticut
$684K -$19.5K -20 -3%
TWM
2016
Thrive Wealth Management
Pennsylvania
$683K +$12.7K +13 +2%
PCM
2017
Princeton Capital Management
New Jersey
$682K – – –
WAM
2018
WNY Asset Management
New York
$681K -$35.1K -36 -5%
FWM
2019
Finer Wealth Management
Massachusetts
$679K -$3.9K -4 -0.6%
MHIC
2020
Marble Harbor Investment Counsel
Massachusetts
$679K -$58.5K -60 -8%
BIA
2021
Bigelow Investment Advisors
Maine
$679K +$34.1K +35 +6%
AO
2022
Advisor OS
Illinois
$677K -$15.6K -16 -2%
FPCP
2023
Fort Point Capital Partners
California
$677K -$19.5K -20 -3%
WIC
2024
Woodmont Investment Counsel
Tennessee
$674K -$158K -162 -20%
MCA
2025
Magnolia Capital Advisors
Mississippi
$674K -$1.95K -2 -0.3%
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