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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
ONST
2001
Old North State Trust
North Carolina
– -$98K -256 Closed
KFA
2002
Krane Funds Advisors
New York
– -$91K -238 Closed
EPM
2003
Equitec Proprietary Markets
Illinois
– -$88K -229 Closed
CSWM
2004
Cassady Schiller Wealth Management
Ohio
– -$65K -169 Closed
CWS
2005
Confluence Wealth Services
Pennsylvania
– -$63K -167 Closed
CFCI
2006
Comprehensive Financial Consultants Institutional
Indiana
– -$35K -100 Closed
FFG
2007
Ford Financial Group
California
– -$38K -100 Closed
IPW
2008
IronBridge Private Wealth
Texas
– -$38K -100 Closed
CF
2009
Concorde Financial
Texas
– -$21K -51 Closed
IAG
2010
Investmark Advisory Group
Connecticut
– -$19K -50 Closed
OF
2011
Outfitter Financial
Maine
– -$19K -50 Closed
RWA
2012
RGT Wealth Advisors
Texas
– -$19K -50 Closed
TIM
2013
Tevis Investment Management
Texas
– -$19K -50 Closed
TC
2014
Truvestments Capital
Florida
– -$19K -50 Closed
AIM
2015
AHL Investment Management
Florida
– -$13K -33 Closed
EWM
2016
Elmwood Wealth Management
California
– -$11K -30 Closed
TWP
2017
TFO Wealth Partners
Ohio
– -$8K -20 Closed
WFS
2018
Widmann Financial Services
Maryland
– -$7K -20 Closed
DFCM
2019
Dark Forest Capital Management
Puerto Rico
– -$5K -13 Closed
SC
2020
Stephens Consulting
Michigan
– -$4.97K -13 Closed
RA
2021
Resolute Advisors
California
– -$2K -5 Closed
RCM
2022
Raleigh Capital Management
North Carolina
– -$1.06K -3 -75%
UFF
2023
USA Financial Formulas
Michigan
– -$1K -2 Closed
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