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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
2001
Edgemoor Investment Advisors
Maryland
$365K – – –
CCM
2002
Canal Capital Management
Virginia
$364K +$77.6K +134 +35%
IAMOG
2003
Investors Asset Management of Georgia
Georgia
$363K -$579 -1 -0.2%
AAG
2004
Armstrong Advisory Group
Massachusetts
$362K +$25.5K +44 +9%
S
2005
Sunpointe
Missouri
$361K +$50.4K +87 +21%
EHC
2006
Everett Harris & Co
California
$360K -$14.5K -25 -5%
FA
2007
Faithward Advisors
Pennsylvania
$360K -$2.9K -5 -1%
VFG
2008
V2 Financial group
Illinois
$360K – – –
TPWA
2009
Twin Peaks Wealth Advisors
California
$359K +$10.4K +18 +4%
PAM
2010
PCG Asset Management
New Jersey
$357K – – –
AEPWM
2011
Atlantic Edge Private Wealth Management
Florida
$357K +$60.8K +105 +26%
NOI
2012
Newton One Investments
Delaware
$357K +$1.16K +2 +0.4%
KFGK
2013
Keystone Financial Group (Kentucky)
Kentucky
$357K -$579 -1 -0.2%
TCM
2014
Traub Capital Management
Massachusetts
$356K +$292K +504 New
MCA
2015
Magnolia Capital Advisors
Mississippi
$356K +$14.5K +25 +5%
AO
2016
Advisor OS
Illinois
$355K +$16.8K +29 +6%
BST
2017
Bath Savings Trust
Maine
$355K -$8.69K -15 -3%
AWM
2018
Act Wealth Management
Texas
$354K -$4.06K -7 -1%
UB
2019
Umpqua Bank
Oregon
$354K +$77.6K +134 +36%
OFW
2020
Omnia Family Wealth
Florida
$354K +$28.4K +49 +11%
TF
2021
Tompkins Financial
New York
$354K -$377K -650 -57%
DAM
2022
Diamant Asset Management
Connecticut
$354K – – –
EP
2023
Essential Planning
New Hampshire
$354K – – –
GI
2024
GS Investments
Minnesota
$354K – – –
HA
2025
Harbor Advisors
Florida
$354K – – –
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