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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
2001
Dorsey Wright & Associates
California
$291K -$9.03K -15 -3%
MCM
2002
Morton Capital Management
California
$290K +$33.1K +55 +12%
ARC
2003
Advisor Resource Council
Texas
$290K +$320K +532 New
TF
2004
Tudor Financial
Ohio
$290K +$6.62K +11 +2%
CW
2005
Channel Wealth
California
$290K – – –
TFF
2006
The Family Firm
Maryland
$289K -$15K -25 -5%
SIM
2007
Stratos Investment Management
Ohio
$289K +$33.1K +55 +12%
RIG
2008
RiverFront Investment Group
Virginia
$289K +$318K +529 New
TLCM
2009
Twin Lakes Capital Management
California
$289K +$1.2K +2 +0.4%
WP
2010
Westmount Partners
California
$289K +$44.5K +74 +16%
V
2011
ViaWealth
Kansas
$288K +$6.02K +10 +2%
CCA
2012
Catalyst Capital Advisors
New York
$288K +$98.7K +164 +45%
FC
2013
Fulcrum Capital
Washington
$287K +$15.6K +26 +5%
QFA
2014
Quantum Financial Advisors
California
$287K – – –
WCFA
2015
Walkner Condon Financial Advisors
Wisconsin
$287K +$20.5K +34 +7%
BIAS
2016
Beacon Investment Advisory Services
New Jersey
$286K -$6.02K -10 -2%
SLT
2017
St Louis Trust
Missouri
$286K +$315K +524 New
FIM
2018
Freedom Investment Management
Connecticut
$286K +$315K +523 New
LEA
2019
Legacy Edge Advisors
New York
$284K +$13.8K +23 +5%
MWM
2020
Mittelman Wealth Management
Massachusetts
$284K – – –
JJBC
2021
James J. Burns & Company
New York
$284K +$4.81K +8 +2%
FCB
2022
First County Bank
Connecticut
$284K – – –
CMI
2023
Clare Market Investments
Texas
$283K +$602 +1 +0.2%
BST
2024
Bath Savings Trust
Maine
$282K +$22.3K +37 +8%
VFM
2025
Vision Financial Markets
Connecticut
$282K +$45.1K +75 +17%
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