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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
2001
Everett Harris & Co
California
$291K -$3.61K -6 -1%
PHWM
2002
Pine Harbor Wealth Management
Maryland
$291K – – –
ST
2003
Sentinel Trust
Texas
$291K -$216K -359 -40%
DWA
2004
Dorsey Wright & Associates
California
$291K -$9.03K -15 -3%
MCM
2005
Morton Capital Management
California
$290K +$33.1K +55 +12%
ARC
2006
Advisor Resource Council
Texas
$290K +$320K +532 New
TF
2007
Tudor Financial
Ohio
$290K +$6.62K +11 +2%
CW
2008
Channel Wealth
California
$290K – – –
TFF
2009
The Family Firm
Maryland
$289K -$15K -25 -5%
SIM
2010
Stratos Investment Management
Ohio
$289K +$33.1K +55 +12%
RIG
2011
RiverFront Investment Group
Virginia
$289K +$318K +529 New
TLCM
2012
Twin Lakes Capital Management
California
$289K +$1.2K +2 +0.4%
WP
2013
Westmount Partners
California
$289K +$44.5K +74 +16%
V
2014
ViaWealth
Kansas
$288K +$6.02K +10 +2%
CCA
2015
Catalyst Capital Advisors
New York
$288K +$98.7K +164 +45%
FC
2016
Fulcrum Capital
Washington
$287K +$15.6K +26 +5%
QFA
2017
Quantum Financial Advisors
California
$287K – – –
WCFA
2018
Walkner Condon Financial Advisors
Wisconsin
$287K +$20.5K +34 +7%
BIAS
2019
Beacon Investment Advisory Services
New Jersey
$286K -$6.02K -10 -2%
SLT
2020
St Louis Trust
Missouri
$286K +$315K +524 New
FIM
2021
Freedom Investment Management
Connecticut
$286K +$315K +523 New
LEA
2022
Legacy Edge Advisors
New York
$284K +$13.8K +23 +5%
MWM
2023
Mittelman Wealth Management
Massachusetts
$284K – – –
JJBC
2024
James J. Burns & Company
New York
$284K +$4.81K +8 +2%
FCB
2025
First County Bank
Connecticut
$284K – – –
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