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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
NMM
2001
Naples Money Management
Florida
$163K -$18.1K -37 -10%
CIA
2002
Cape Investment Advisory
Georgia
$160K +$489 +1 +0.3%
CA
2003
Crewe Advisors
Utah
$160K +$489 +1 +0.3%
TC
2004
Trust Company
Kansas
$159K – – –
SCM
2005
Silvant Capital Management
Georgia
$159K – – –
ACA
2006
Atlas Capital Advisors
Wyoming
$157K -$81.2K -166 -34%
FG
2007
Fairman Group
Pennsylvania
$156K -$3.42K -7 -2%
ANBT
2008
American National Bank & Trust
Texas
$155K -$7.34K -15 -5%
GC
2009
Garde Capital
Washington
$155K – – –
PA
2010
PSI Advisors
Florida
$155K – – –
BBPWM
2011
Blue Bell Private Wealth Management
Pennsylvania
$154K +$11.3K +23 +8%
PCM
2012
Perritt Capital Management
Illinois
$150K – – –
FCMT
2013
Founders Capital Management (Texas)
Texas
$150K – – –
CWM
2014
Cranbrook Wealth Management
Michigan
$149K – – –
CFG
2015
CKW Financial Group
Hawaii
$147K – – –
HPC
2016
HM Payson & Co
Maine
$147K -$37.7K -77 -21%
WWM
2017
Wolff Wiese Magana
California
$145K – – –
CFB
2018
Cullen/Frost Bankers
Texas
$143K -$339K -693 -71%
BC
2019
Barrett & Company
Rhode Island
$142K -$23.5K -48 -14%
TFIPS
2020
Towarzystwo Funduszy Inwestycyjnych PZU SA
$139K -$22K -45 -14%
VCM
2021
Versant Capital Management
Arizona
$136K +$28.4K +58 +27%
HWM
2022
Hemington Wealth Management
Virginia
$136K +$129K +264 New
HNB
2023
Hilltop National Bank
Wyoming
$134K +$7.34K +15 +6%
NRG
2024
Nemes Rush Group
Michigan
$132K – – –
CWC
2025
Carolinas Wealth Consulting
North Carolina
$131K – – –
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