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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
MAP
2001
Moody Aldrich Partners
Massachusetts
$573K +$7.34K +9 +1%
TFA
2002
Trinity Financial Advisors
Ohio
$573K +$1.63K +2 +0.3%
PUI
2003
Purpose Unlimited Inc
$570K +$530K +649 New
NP
2004
Ninepoint Partners
Ontario, Canada
$570K – – –
SA
2005
Sonoma Allocations
California
$569K +$27.7K +34 +6%
AWM
2006
Aries Wealth Management
Maine
$566K – – –
OWP
2007
Obermeyer Wealth Partners
Colorado
$565K +$44.9K +55 +9%
AI
2008
Accredited Investors
Minnesota
$565K +$198K +243 +61%
SIC
2009
Sterling Investment Counsel
New York
$564K +$16.3K +20 +3%
NF
2010
Nvest Financial
New Hampshire
$564K +$195K +239 +59%
PCM
2011
Princeton Capital Management
New Jersey
$563K +$16.3K +20 +3%
WCG
2012
Weaver Consulting Group
California
$562K +$13.9K +17 +3%
TWM
2013
Tradition Wealth Management
Minnesota
$561K +$232K +284 +80%
OFG
2014
Oxford Financial Group
Indiana
$560K -$106K -130 -17%
RIA
2015
Regal Investment Advisors
Michigan
$559K +$71K +87 +16%
BFA
2016
Beaumont Financial Advisors
Massachusetts
$558K -$60.4K -74 -10%
SPWM
2017
Spartan Planning & Wealth Management
North Carolina
$558K -$6.53K -8 -1%
PWA
2018
Portus Wealth Advisors
North Carolina
$558K +$34.3K +42 +7%
OPW
2019
Oxler Private Wealth
New York
$558K +$816 +1 +0.2%
MCA
2020
Magnolia Capital Advisors
Mississippi
$557K +$61.2K +75 +13%
1SB
2021
1ST Source Bank
Indiana
$556K -$2.45K -3 -0.5%
AT
2022
American Trust
Kentucky
$556K +$8.16K +10 +2%
TWM
2023
Thrive Wealth Management
Pennsylvania
$556K -$3.26K -4 -0.6%
OF
2024
Optimize Financial
California
$556K +$4.9K +6 +1%
FWP
2025
Falcon Wealth Planning
California
$556K +$55.5K +68 +12%
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