We are live on ! Find out more
GS icon

Goldman Sachs
GS

Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
3026
Elevated Capital Advisors
Utah
$75.9K – – –
PWA
3027
Provenance Wealth Advisors
Florida
$74.8K +$8.78K +9 +14%
EFMH
3028
E Fund Management (HK)
Hong Kong
$74.8K +$33.1K +34 +85%
NWS
3029
Nvest Wealth Strategies
Ohio
$74K – – –
LFASL
3030
Lugano Financial Advisors SA (LFA)
Switzerland
$72.8K – – –
AW
3031
Avion Wealth
Texas
$72K +$12.7K +13 +22%
CYG
3032
Clean Yield Group
Vermont
$71.8K – – –
CMA
3033
Cedar Mountain Advisors
Oregon
$71.8K +$46.8K +48 +209%
MUMSS
3034
Mitsubishi UFJ Morgan Stanley Securities
Japan
$70.8K -$154K -158 -69%
MWA
3035
Medallion Wealth Advisors
Connecticut
$70.8K +$29.2K +30 +75%
TAP
3036
Tounjian Advisory Partners
Florida
$70.7K -$3.41M -3,494 -98%
ACA
3037
American Capital Advisory
Idaho
$69.8K +$2.92K +3 +5%
BHWM
3038
Bay Harbor Wealth Management
Maryland
$69.3K +$11.7K +12 +21%
BW
3039
Bravera Wealth
North Dakota
$68.8K – – –
LWM
3040
Lodestone Wealth Management
Washington
$67.2K – – –
FUBT
3041
First United Bank & Trust
Maryland
$66.8K +$15.6K +16 +32%
AP
3042
Aspect Partners
Virginia
$64.7K – – –
TWD
3043
True Wealth Design
Ohio
$64.7K +$10.7K +11 +21%
PFG
3044
Premier Financial Group
California
$64.7K +$62.4K +64 New
DIP
3045
DT Investment Partners
Pennsylvania
$63.7K – – –
FRA
3046
Front Row Advisors
California
$63.1K – – –
C
3047
Covestor
United Kingdom
$62K -$20.5K -21 -26%
CFM
3048
Cornerstone Financial Management
Massachusetts
$61.7K +$18.5K +19 +45%
T
3049
Tidemark
California
$61.4K – – –
CJ
3050
Caitlin John
Michigan
$60.7K +$48.7K +50 +500%
120 121
122
123 124