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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
IRAG
2001
Investment Research & Advisory Group
Georgia
$62.9K – – –
TCG
2002
Transcendent Capital Group
Oklahoma
$60.2K -$708K -1,613 -92%
LIA
2003
Lynx Investment Advisory
District of Columbia
$57.6K +$55.7K +127 New
TC
2004
Tacita Capital
Ontario, Canada
$56.5K – – –
RFS
2005
Richardson Financial Services
Massachusetts
$56.5K +$7.9K +18 +17%
MSWM
2006
Mowery & Schoenfeld Wealth Management
Illinois
$56.5K +$54.9K +125 New
FMP
2007
Financial Management Professionals
Texas
$55K +$1.32K +3 +3%
FRA
2008
Front Row Advisors
California
$54.7K +$32.5K +74 +157%
SJIM
2009
St. Johns Investment Management
Florida
$54.3K – – –
FF
2010
Friedenthal Financial
New Jersey
$52.5K +$50.9K +116 New
EWM
2011
Evermay Wealth Management
Virginia
$52K – – –
W
2012
WealthCollab
Washington
$50.6K – – –
PB
2013
Pinnacle Bancorp
Nebraska
$50.2K – – –
SFO
2014
Standard Family Office
South Dakota
$48.9K – – –
RA
2015
RiverPark Advisors
New York
$48.4K – – –
SFC
2016
Strategic Financial Concepts
Texas
$47.6K +$46.1K +105 New
DCM
2017
Davis Capital Management
Florida
$47.3K +$44.8K +102 New
JFGIW
2018
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$47K +$32K +73 +235%
SC
2019
Swan Capital
Florida
$46.6K +$45.2K +103 New
PCFFS
2020
Pacific Center for Financial Services
California
$46.3K – – –
KFI
2021
Key Financial Inc
Pennsylvania
$45.2K – – –
RCM
2022
Richardson Capital Management
Wisconsin
$45.2K – – –
SRCM
2023
Signature Resources Capital Management
California
$45.2K – – –
CCM
2024
CAAS Capital Management
New York
$45.2K +$43.9K +100 New
PP
2025
PFS Partners
New Jersey
$44.2K – – –
79 80
81
82 83