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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
2001
Tandem Wealth Advisors
Arizona
$576K +$84.9K +104 +19%
SHWA
2002
Safe Harbor Wealth Advisors
Ohio
$575K +$519K +636 New
LWM
2003
Lyell Wealth Management
California
$575K +$54.7K +67 +11%
BI
2004
Ballast Inc
Kentucky
$574K +$18K +22 +3%
MAP
2005
Moody Aldrich Partners
Massachusetts
$573K +$7.34K +9 +1%
TFA
2006
Trinity Financial Advisors
Ohio
$573K +$1.63K +2 +0.3%
PUI
2007
Purpose Unlimited Inc
$570K +$530K +649 New
NP
2008
Ninepoint Partners
Ontario, Canada
$570K – – –
SA
2009
Sonoma Allocations
California
$569K +$27.7K +34 +6%
AWM
2010
Aries Wealth Management
Maine
$566K – – –
OWP
2011
Obermeyer Wealth Partners
Colorado
$565K +$44.9K +55 +9%
AI
2012
Accredited Investors
Minnesota
$565K +$198K +243 +61%
SIC
2013
Sterling Investment Counsel
New York
$564K +$16.3K +20 +3%
NF
2014
Nvest Financial
New Hampshire
$564K +$195K +239 +59%
PCM
2015
Princeton Capital Management
New Jersey
$563K +$16.3K +20 +3%
MC
2016
Miramontes Capital
California
$563K +$523K +641 New
WCG
2017
Weaver Consulting Group
California
$562K +$13.9K +17 +3%
TWM
2018
Tradition Wealth Management
Minnesota
$561K +$232K +284 +80%
OFG
2019
Oxford Financial Group
Indiana
$560K -$106K -130 -17%
RIA
2020
Regal Investment Advisors
Michigan
$559K +$71K +87 +16%
BFA
2021
Beaumont Financial Advisors
Massachusetts
$558K -$60.4K -74 -10%
SPWM
2022
Spartan Planning & Wealth Management
North Carolina
$558K -$6.53K -8 -1%
PWA
2023
Portus Wealth Advisors
North Carolina
$558K +$34.3K +42 +7%
OPW
2024
Oxler Private Wealth
New York
$558K +$816 +1 +0.2%
MCA
2025
Magnolia Capital Advisors
Mississippi
$557K +$61.2K +75 +13%
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