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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
AIMA
2001
Ables Iannone Moore & Associates
Georgia
$436K – – –
IWA
2002
IVC Wealth Advisors
Pennsylvania
$436K +$5.93K +8 +1%
SIMG
2003
Sonora Investment Management Group
Arizona
$435K +$88.9K +120 +28%
FPW
2004
Flagship Private Wealth
Massachusetts
$434K – – –
GFM
2005
GF Fund Management
China
$432K -$2.03M -2,734 -83%
HBWM
2006
Hollow Brook Wealth Management
New York
$432K +$402K +543 New
SA
2007
Sonoma Allocations
California
$432K +$422K +569 New
RCM
2008
Raleigh Capital Management
North Carolina
$431K +$43K +58 +12%
LSL
2009
Legacy Solutions LLC
Pennsylvania
$431K -$17K -23 -4%
SGK
2010
Steigerwald Gordon & Koch
Virginia
$430K -$33.3K -45 -8%
WOC
2011
West Oak Capital
California
$430K -$100K -135 -20%
SIC
2012
Shoker Investment Counsel
Ohio
$429K – – –
BW
2013
BIP Wealth
Georgia
$428K +$104K +140 +35%
MEAC
2014
M.E. Allison & Co
Texas
$428K – – –
IF
2015
Intrua Financial
Texas
$427K +$397K +536 New
MFGM
2016
Marshall Financial Group (Maryland)
Maryland
$426K +$13.3K +18 +3%
BI
2017
Bolthouse Investments
California
$426K – – –
EG
2018
Ellerson Group
Maryland
$426K +$48.9K +66 +14%
CW
2019
Channel Wealth
California
$425K – – –
RT
2020
Rockland Trust
Massachusetts
$425K +$10.4K +14 +3%
MAG
2021
M3 Advisory Group
Massachusetts
$424K -$27.4K -37 -6%
MCM
2022
Morton Capital Management
California
$424K +$741 +1 +0.2%
ST
2023
Sentinel Trust
Texas
$424K – – –
TLCM
2024
Twin Lakes Capital Management
California
$424K +$1.48K +2 +0.4%
MFC
2025
Morris Financial Concepts
South Carolina
$423K -$8.15K -11 -2%
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