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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
2001
IVC Wealth Advisors
Pennsylvania
$436K +$5.93K +8 +1%
SIMG
2002
Sonora Investment Management Group
Arizona
$435K +$88.9K +120 +28%
FPW
2003
Flagship Private Wealth
Massachusetts
$434K – – –
GFM
2004
GF Fund Management
China
$432K -$2.03M -2,734 -83%
HBWM
2005
Hollow Brook Wealth Management
New York
$432K +$402K +543 New
SA
2006
Sonoma Allocations
California
$432K +$422K +569 New
RCM
2007
Raleigh Capital Management
North Carolina
$431K +$43K +58 +12%
LSL
2008
Legacy Solutions LLC
Pennsylvania
$431K -$17K -23 -4%
SGK
2009
Steigerwald Gordon & Koch
Virginia
$430K -$33.3K -45 -8%
WOC
2010
West Oak Capital
California
$430K -$100K -135 -20%
SIC
2011
Shoker Investment Counsel
Ohio
$429K – – –
BW
2012
BIP Wealth
Georgia
$428K +$104K +140 +35%
MEAC
2013
M.E. Allison & Co
Texas
$428K – – –
IF
2014
Intrua Financial
Texas
$427K +$397K +536 New
MFGM
2015
Marshall Financial Group (Maryland)
Maryland
$426K +$13.3K +18 +3%
BI
2016
Bolthouse Investments
California
$426K – – –
EG
2017
Ellerson Group
Maryland
$426K +$48.9K +66 +14%
CW
2018
Channel Wealth
California
$425K – – –
RT
2019
Rockland Trust
Massachusetts
$425K +$10.4K +14 +3%
MAG
2020
M3 Advisory Group
Massachusetts
$424K -$27.4K -37 -6%
MCM
2021
Morton Capital Management
California
$424K +$741 +1 +0.2%
ST
2022
Sentinel Trust
Texas
$424K – – –
TLCM
2023
Twin Lakes Capital Management
California
$424K +$1.48K +2 +0.4%
MFC
2024
Morris Financial Concepts
South Carolina
$423K -$8.15K -11 -2%
CIP
2025
Convergence Investment Partners
Florida
$423K -$131K -177 -25%
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