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Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
2001
High Point Wealth Management
New Jersey
$569K +$147K +165 +32%
SIM
2002
Samara Investment Management
Oregon
$565K +$596K +668 New
MCA
2003
Magnolia Capital Advisors
Mississippi
$565K +$30.3K +34 +5%
LWM
2004
Lyell Wealth Management
California
$563K +$10.7K +12 +2%
SMA
2005
Seven Mile Advisory
New Jersey
$563K +$92.8K +104 +19%
AWM
2006
Accel Wealth Management
Iowa
$562K -$2.68K -3 -0.4%
TWM
2007
Thrive Wealth Management
Pennsylvania
$560K +$25.9K +29 +5%
CNTOF
2008
Canandaigua National Trust of Florida
New York
$560K -$10.7K -12 -2%
SIA
2009
SkyView Investment Advisors
New Jersey
$560K – – –
CA
2010
Cornerstone Advisory
Maryland
$559K -$111K -124 -16%
OWG
2011
Oxford Wealth Group
Florida
$558K -$42.8K -48 -7%
RCP
2012
Rothschild Capital Partners
New York
$558K -$153K -171 -21%
WRPWM
2013
Werba Rubin Papier Wealth Management
California
$556K +$50K +56 +9%
SP
2014
Stablepoint Partners
Massachusetts
$555K +$24.1K +27 +4%
BHC
2015
Bull Harbor Capital
Maryland
$555K +$585K +656 New
TNA
2016
True North Advisors
Texas
$551K -$552K -619 -49%
TWA
2017
Tandem Wealth Advisors
Arizona
$550K -$4.46K -5 -0.8%
HFO
2018
Heritage Family Offices
Arizona
$550K +$294K +330 +103%
FCAS
2019
First Command Advisory Services
Texas
$547K +$54.4K +61 +10%
MAP
2020
Moody Aldrich Partners
Massachusetts
$546K -$6.25K -7 -1%
AWM
2021
Aries Wealth Management
Maine
$545K – – –
GEA
2022
Glen Eagle Advisors
New Jersey
$544K +$72.3K +81 +14%
FWA
2023
FSM Wealth Advisors
Ohio
$542K +$13.4K +15 +2%
BAM
2024
Burkett Asset Management
$541K +$571K +640 New
BIA
2025
Bigelow Investment Advisors
Maine
$538K +$56.2K +63 +11%
79 80
81
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