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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
LNB
2001
Ledyard National Bank
$278K +$8.93K +16 +3%
TIA
2002
Trust Investment Advisors
Indiana
$278K +$271K +486 New
LJAC
2003
L.J. Altfest & Co
New York
$277K -$1.12K -2 -0.4%
MCM
2004
MontVue Capital Management
Virginia
$277K +$269K +483 New
AC
2005
Addison Capital
Pennsylvania
$275K -$55.8K -100 -17%
BST
2006
Bath Savings Trust
Maine
$275K – – –
MGWM
2007
Marks Group Wealth Management
Minnesota
$275K – – –
FWP
2008
Falcon Wealth Planning
California
$275K +$14.5K +26 +6%
MCM
2009
Morton Capital Management
California
$273K -$1.67K -3 -0.6%
GFP
2010
Gryphon Financial Partners
Ohio
$273K -$113K -202 -30%
QCIG
2011
Quad-Cities Investment Group
Iowa
$273K – – –
AW
2012
Apricus Wealth
South Carolina
$272K – – –
TCM
2013
Tufton Capital Management
Maryland
$272K – – –
SIM
2014
Stratos Investment Management
Ohio
$271K +$264K +474 New
CIAM
2015
Caitong International Asset Management
Hong Kong
$271K +$264K +474 New
1CM
2016
1492 Capital Management
Wisconsin
$271K +$6.14K +11 +2%
BFG
2017
Beacon Financial Group
Texas
$270K -$9.48K -17 -3%
WA
2018
WBH Advisory
Maryland
$270K – – –
PAS
2019
PKS Advisory Services
New York
$269K +$262K +470 New
NCM
2020
Neumann Capital Management
California
$269K – – –
EG
2021
Ellerson Group
Maryland
$269K -$106K -190 -29%
TWM
2022
Topsail Wealth Management
North Carolina
$268K +$261K +468 New
MAWCM
2023
Mine & Arao Wealth Creation & Management
California
$268K +$558 +1 +0.2%
AAG
2024
Armstrong Advisory Group
Massachusetts
$268K +$558 +1 +0.2%
BOSSRA
2025
B.O.S.S. Retirement Advisors
Utah
$268K -$5.71M -10,240 -96%
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